Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 80 |
| 1 month | -0.053 | 0 | 65 |
| 3 months | -0.089 | 0 | 85 |
| 1 year | 0.012 | 0 | 57 |
| 3 years | 0.022 | 0 | 55 |
| 5 years | 0.030 | 0 | 31 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.146 | — |
| 2023 | 0.060 | — |
| 2022 | -0.094 | — |
| 2021 | 0.038 | — |
| 2020 | -0.042 | — |
| 2019 | 0.154 | — |
| 2018 | -0.018 | — |
| 2017 | -0.030 | — |
| 2016 | 0.126 | — |
| 2015 | 0.114 | — |
| 2014 | 0.148 | — |
| 2013 | -0.045 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.046 | 0.013 | 0.012 | 0.069 |
| 2023 | -0.010 | 0.010 | 0.013 | 0.047 |
| 2022 | -0.056 | -0.052 | 0.016 | -0.005 |
| 2021 | 0.006 | 0.026 | 0.016 | -0.011 |
| 2020 | -0.184 | 0.166 | -0.031 | 0.039 |
| 2019 | 0.090 | 0.018 | 0.046 | -0.005 |
| 2018 | -0.032 | 0.005 | 0.017 | -0.008 |
| 2017 | 0.019 | -0.041 | -0.007 | -0.001 |
| 2016 | -0.016 | 0.067 | 0.023 | 0.047 |
| 2015 | 0.129 | -0.016 | -0.022 | 0.026 |
| 2014 | 0.021 | 0.052 | 0.067 | 0.002 |
| 2013 | 0.036 | -0.057 | -0.025 | 0.002 |
| 2012 | 0.021 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.022 |
| 5 years | 0.030 |
| 10 years | 0.023 |