Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 63 |
| 1 month | -0.001 | 0 | 47 |
| 3 months | -0.007 | 0 | 64 |
| 1 year | 0.055 | 0 | 66 |
| 3 years | 0.021 | 0 | 91 |
| 5 years | 0.023 | 0 | 93 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.086 | — |
| 2022 | -0.155 | — |
| 2021 | -0.001 | — |
| 2020 | 0.045 | — |
| 2019 | 0.106 | — |
| 2018 | -0.060 | — |
| 2017 | 0.044 | — |
| 2016 | 0.096 | — |
| 2015 | -0.046 | — |
| 2014 | 0.007 | — |
| 2013 | 0.058 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.013 | 0.008 | 0.037 | -0.001 |
| 2023 | 0.016 | 0.013 | -0.001 | 0.057 |
| 2022 | -0.055 | -0.113 | -0.030 | 0.038 |
| 2021 | -0.002 | 0.020 | -0.007 | -0.012 |
| 2020 | -0.135 | 0.104 | 0.035 | 0.057 |
| 2019 | 0.056 | 0.018 | 0.011 | 0.018 |
| 2018 | -0.017 | -0.009 | 0.012 | -0.046 |
| 2017 | 0.018 | 0.011 | 0.015 | -0.001 |
| 2016 | 0.013 | 0.033 | 0.041 | 0.007 |
| 2015 | 0.025 | -0.004 | -0.043 | -0.024 |
| 2014 | 0.025 | 0.025 | -0.029 | -0.013 |
| 2013 | 0.018 | -0.022 | 0.028 | 0.033 |
| 2012 | 0.040 | 0.030 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.013 |
| 5 years | 0.018 |
| 10 years | 0.008 |