Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 14 |
| 1 month | -0.018 | 0 | 32 |
| 3 months | -0.036 | 0 | 19 |
| 1 year | -0.013 | 0 | 75 |
| 3 years | 0.046 | 0 | 12 |
| 5 years | 0.070 | 0 | 17 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.081 | — |
| 2022 | -0.266 | — |
| 2021 | 0.046 | — |
| 2020 | 0.239 | — |
| 2019 | 0.199 | — |
| 2018 | -0.176 | — |
| 2017 | 0.293 | — |
| 2016 | 0.173 | — |
| 2015 | -0.020 | — |
| 2014 | 0.053 | — |
| 2013 | 0.148 | — |
| 2012 | 0.172 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.132 | 0.064 | -0.043 | 0.014 |
| 2023 | 0.034 | -0.009 | 0.016 | 0.038 |
| 2022 | -0.161 | -0.082 | -0.048 | 0.002 |
| 2021 | 0.041 | 0.028 | -0.026 | 0.003 |
| 2020 | -0.209 | 0.228 | 0.084 | 0.176 |
| 2019 | 0.110 | 0.039 | 0.016 | 0.023 |
| 2018 | -0.003 | -0.031 | -0.057 | -0.095 |
| 2017 | 0.077 | 0.052 | 0.068 | 0.069 |
| 2016 | 0.038 | 0.079 | 0.086 | -0.036 |
| 2015 | 0.108 | -0.081 | -0.079 | 0.045 |
| 2014 | -0.041 | 0.032 | 0.017 | 0.046 |
| 2013 | 0.133 | -0.039 | 0.015 | 0.039 |
| 2012 | 0.114 | -0.053 | 0.061 | 0.047 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.042 |
| 5 years | 0.067 |
| 10 years | 0.049 |