Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 44 |
| 1 month | 0.002 | 0 | 54 |
| 3 months | 0.016 | 0 | 21 |
| 1 year | 0.034 | 0 | 45 |
| 3 years | 0.026 | 0 | 18 |
| 5 years | -0.006 | 0 | 30 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.080 | — |
| 2022 | -0.164 | — |
| 2021 | -0.009 | — |
| 2020 | 0.080 | — |
| 2019 | 0.097 | — |
| 2018 | -0.047 | — |
| 2017 | 0.036 | — |
| 2016 | 0.047 | — |
| 2015 | -0.017 | — |
| 2014 | 0.075 | — |
| 2013 | -0.004 | — |
| 2012 | 0.084 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.014 | — | — |
| 2024 | 0.001 | -0.001 | 0.046 | -0.018 |
| 2023 | 0.025 | -0.002 | -0.018 | 0.076 |
| 2022 | -0.071 | -0.080 | -0.048 | 0.027 |
| 2021 | -0.032 | 0.028 | -0.001 | -0.004 |
| 2020 | -0.067 | 0.097 | 0.022 | 0.032 |
| 2019 | 0.039 | 0.029 | 0.023 | 0.003 |
| 2018 | -0.026 | -0.013 | 0.002 | -0.012 |
| 2017 | 0.005 | 0.016 | 0.006 | 0.008 |
| 2016 | 0.032 | 0.028 | 0.014 | -0.027 |
| 2015 | 0.019 | -0.029 | -0.001 | -0.006 |
| 2014 | 0.031 | 0.026 | 0.005 | 0.011 |
| 2013 | 0.004 | -0.026 | 0.007 | 0.011 |
| 2012 | 0.010 | 0.023 | 0.034 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.026 |
| 5 years | -0.006 |
| 10 years | 0.014 |