Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 79 |
| 1 month | -0.041 | 0 | 71 |
| 3 months | -0.030 | 0 | 79 |
| 1 year | 0.005 | 0 | 89 |
| 3 years | -0.012 | 0 | 96 |
| 5 years | 0.043 | 0 | 70 |
| 10 years | 0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.052 | — |
| 2022 | -0.157 | — |
| 2021 | 0.079 | — |
| 2020 | 0.059 | — |
| 2019 | 0.146 | — |
| 2018 | -0.110 | — |
| 2017 | 0.054 | — |
| 2016 | -0.022 | — |
| 2015 | -0.010 | — |
| 2014 | 0.054 | — |
| 2013 | 0.040 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.037 | 0.002 | 0.034 | -0.001 |
| 2023 | 0.020 | -0.003 | -0.038 | 0.076 |
| 2022 | -0.042 | -0.098 | -0.043 | 0.020 |
| 2021 | 0.020 | 0.021 | 0.007 | 0.029 |
| 2020 | -0.142 | 0.122 | 0.026 | 0.072 |
| 2019 | 0.081 | 0.022 | 0.017 | 0.020 |
| 2018 | -0.021 | -0.003 | 0.004 | -0.092 |
| 2017 | 0.015 | 0.004 | 0.018 | 0.017 |
| 2016 | -0.025 | 0.002 | 0.013 | -0.012 |
| 2015 | 0.060 | -0.027 | -0.052 | 0.012 |
| 2014 | 0.007 | 0.020 | 0.016 | 0.010 |
| 2013 | 0.012 | -0.004 | 0.016 | 0.016 |
| 2012 | -0.002 | 0.031 | 0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | -0.022 |
| 5 years | 0.036 |
| 10 years | 0.001 |