Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 40 |
| 1 month | -0.012 | 0 | 68 |
| 3 months | -0.047 | 0 | 74 |
| 1 year | 0.011 | 0 | 73 |
| 3 years | 0.050 | 0 | 26 |
| 5 years | 0.105 | 0 | 7 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | 0.103 | — |
| 2022 | -0.066 | — |
| 2021 | 0.303 | — |
| 2020 | 0.014 | — |
| 2019 | 0.247 | — |
| 2018 | -0.077 | — |
| 2017 | 0.102 | — |
| 2016 | 0.085 | — |
| 2015 | 0.104 | — |
| 2014 | 0.087 | — |
| 2013 | 0.162 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | 0.059 | -0.022 | 0.030 | -0.020 |
| 2023 | 0.076 | 0.018 | -0.038 | 0.046 |
| 2022 | -0.053 | -0.066 | -0.016 | 0.072 |
| 2021 | 0.077 | 0.099 | -0.005 | 0.106 |
| 2020 | -0.172 | 0.105 | 0.006 | 0.102 |
| 2019 | 0.125 | 0.050 | 0.023 | 0.032 |
| 2018 | -0.031 | 0.040 | 0.032 | -0.112 |
| 2017 | 0.059 | 0.020 | 0.006 | 0.015 |
| 2016 | -0.029 | 0.032 | 0.032 | 0.049 |
| 2015 | 0.155 | -0.022 | -0.053 | 0.032 |
| 2014 | 0.026 | 0.039 | -0.015 | 0.036 |
| 2013 | 0.047 | 0.009 | 0.080 | 0.018 |
| 2012 | -0.004 | 0.059 | 0.052 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.039 |
| 5 years | 0.098 |
| 10 years | 0.062 |