Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 83 |
| 1 month | 0.008 | 0 | 43 |
| 3 months | -0.002 | 0 | 70 |
| 1 year | 0.007 | 0 | 71 |
| 3 years | 0.040 | 0 | 30 |
| 5 years | 0.044 | 0 | 38 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.098 | — |
| 2022 | -0.034 | — |
| 2021 | 0.061 | — |
| 2020 | 0.069 | — |
| 2019 | -0.016 | — |
| 2018 | -0.087 | — |
| 2017 | 0.006 | — |
| 2016 | 0.013 | — |
| 2015 | 0.042 | — |
| 2014 | 0.057 | — |
| 2013 | 0.098 | — |
| 2012 | 0.053 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.024 | -0.005 | 0.010 | 0.010 |
| 2023 | 0.063 | -0.002 | 0.022 | 0.013 |
| 2022 | -0.016 | -0.053 | 0.017 | 0.021 |
| 2021 | 0.042 | -0.003 | 0.013 | 0.007 |
| 2020 | -0.018 | 0.028 | 0.002 | 0.058 |
| 2019 | -0.031 | -0.015 | 0.013 | 0.019 |
| 2018 | -0.016 | -0.025 | -0.018 | -0.030 |
| 2017 | 0.017 | 0.002 | -0.001 | -0.011 |
| 2016 | 0.008 | -0.018 | 0.024 | -0.001 |
| 2015 | 0.024 | 0.013 | -0.003 | 0.007 |
| 2014 | 0.034 | -0.001 | -0.023 | 0.047 |
| 2013 | 0.012 | 0.013 | 0.049 | 0.021 |
| 2012 | 0.006 | 0.007 | 0.001 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.013 |
| 3 years | 0.033 |
| 5 years | 0.039 |
| 10 years | 0.011 |