Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 79 |
| 1 month | -0.058 | 0 | 78 |
| 3 months | -0.085 | 0 | 86 |
| 1 year | 0.018 | 0 | 30 |
| 3 years | 0.017 | 0 | 52 |
| 5 years | 0.038 | 0 | 23 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.037 | — |
| 2022 | -0.086 | — |
| 2021 | 0.088 | — |
| 2020 | -0.002 | — |
| 2019 | 0.164 | — |
| 2018 | 0.020 | — |
| 2017 | -0.047 | — |
| 2016 | 0.138 | — |
| 2015 | 0.105 | — |
| 2014 | 0.165 | — |
| 2013 | -0.062 | — |
| 2012 | 0.150 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.049 | 0.029 | 0.000 | 0.072 |
| 2023 | -0.005 | 0.018 | 0.022 | 0.003 |
| 2022 | -0.062 | -0.028 | 0.022 | -0.019 |
| 2021 | 0.034 | 0.021 | 0.029 | 0.002 |
| 2020 | -0.148 | 0.149 | -0.008 | 0.027 |
| 2019 | 0.075 | 0.022 | 0.059 | -0.001 |
| 2018 | -0.042 | 0.032 | 0.027 | 0.005 |
| 2017 | 0.017 | -0.044 | -0.012 | -0.008 |
| 2016 | -0.005 | 0.068 | 0.032 | 0.038 |
| 2015 | 0.138 | -0.023 | -0.045 | 0.041 |
| 2014 | 0.025 | 0.053 | 0.068 | 0.011 |
| 2013 | 0.038 | -0.073 | -0.021 | -0.004 |
| 2012 | 0.029 | 0.072 | 0.032 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.013 |
| 3 years | 0.007 |
| 5 years | 0.032 |
| 10 years | 0.031 |