Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 37 |
| 1 month | -0.043 | 0 | 65 |
| 3 months | -0.022 | 0 | 31 |
| 1 year | 0.033 | 0 | 50 |
| 3 years | -0.037 | 0 | 72 |
| 5 years | -0.065 | 0 | 83 |
| 10 years | -0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.165 | — |
| 2023 | 0.015 | — |
| 2022 | -0.315 | — |
| 2021 | -0.163 | — |
| 2020 | 0.015 | — |
| 2019 | 0.109 | — |
| 2018 | -0.021 | — |
| 2017 | -0.030 | — |
| 2016 | 0.133 | — |
| 2015 | 0.094 | — |
| 2014 | 0.100 | — |
| 2013 | 0.026 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.095 | 0.032 | -0.022 | 0.055 |
| 2023 | 0.016 | 0.008 | -0.042 | 0.034 |
| 2022 | -0.129 | -0.115 | -0.069 | -0.044 |
| 2021 | 0.013 | 0.006 | -0.081 | -0.105 |
| 2020 | -0.096 | 0.111 | 0.005 | 0.006 |
| 2019 | 0.077 | 0.014 | 0.021 | -0.005 |
| 2018 | -0.033 | 0.003 | 0.019 | -0.009 |
| 2017 | -0.003 | -0.023 | 0.007 | -0.011 |
| 2016 | -0.017 | 0.048 | 0.046 | 0.052 |
| 2015 | 0.049 | 0.006 | 0.013 | 0.023 |
| 2014 | 0.016 | 0.033 | 0.027 | 0.021 |
| 2013 | 0.018 | -0.032 | 0.007 | 0.033 |
| 2012 | 0.028 | 0.022 | 0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | -0.046 |
| 5 years | -0.071 |
| 10 years | -0.020 |