Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | — |
| 1 month | -0.006 | 0 | — |
| 3 months | -0.019 | 0 | — |
| 1 year | 0.065 | 0 | — |
| 3 years | 0.023 | 0 | — |
| 5 years | 0.049 | 0 | — |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | 0.068 | — |
| 2022 | -0.125 | — |
| 2021 | 0.089 | — |
| 2020 | 0.033 | — |
| 2019 | 0.140 | — |
| 2018 | -0.059 | — |
| 2017 | 0.100 | — |
| 2016 | 0.066 | — |
| 2015 | -0.011 | — |
| 2014 | 0.051 | — |
| 2013 | 0.066 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.024 | 0.012 | 0.052 | -0.022 |
| 2023 | 0.023 | -0.001 | -0.026 | 0.072 |
| 2022 | -0.042 | -0.088 | -0.049 | 0.053 |
| 2021 | 0.029 | 0.037 | -0.004 | 0.025 |
| 2020 | -0.159 | 0.086 | 0.037 | 0.090 |
| 2019 | 0.070 | 0.026 | 0.010 | 0.028 |
| 2018 | -0.020 | -0.006 | 0.017 | -0.050 |
| 2017 | 0.028 | 0.019 | 0.020 | 0.030 |
| 2016 | -0.004 | 0.026 | 0.036 | 0.006 |
| 2015 | 0.034 | -0.016 | -0.048 | 0.021 |
| 2014 | 0.021 | 0.042 | -0.018 | 0.006 |
| 2013 | 0.031 | -0.022 | 0.025 | 0.031 |
| 2012 | 0.047 | 0.035 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.006 |
| 5 years | 0.038 |
| 10 years | 0.024 |