Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 34 |
| 1 month | -0.021 | 0 | 51 |
| 3 months | 0.085 | 0 | 34 |
| 1 year | 0.083 | 0 | 45 |
| 3 years | 0.022 | 0 | 55 |
| 5 years | 0.077 | 0 | 64 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.056 | — |
| 2022 | -0.167 | — |
| 2021 | 0.227 | — |
| 2020 | 0.032 | — |
| 2019 | 0.298 | — |
| 2018 | -0.090 | — |
| 2017 | 0.195 | — |
| 2016 | -0.019 | — |
| 2015 | 0.022 | — |
| 2014 | 0.125 | — |
| 2013 | 0.240 | — |
| 2012 | 0.172 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.085 | — | — | — |
| 2024 | 0.058 | 0.029 | 0.019 | -0.048 |
| 2023 | 0.057 | 0.020 | -0.034 | 0.013 |
| 2022 | -0.055 | -0.110 | -0.049 | 0.042 |
| 2021 | 0.051 | 0.093 | -0.021 | 0.091 |
| 2020 | -0.119 | 0.097 | 0.022 | 0.045 |
| 2019 | 0.141 | 0.064 | 0.021 | 0.047 |
| 2018 | -0.053 | 0.011 | 0.045 | -0.090 |
| 2017 | 0.074 | 0.051 | 0.029 | 0.029 |
| 2016 | -0.086 | 0.040 | 0.025 | 0.007 |
| 2015 | 0.029 | -0.024 | -0.028 | 0.046 |
| 2014 | 0.044 | 0.031 | 0.027 | 0.018 |
| 2013 | 0.150 | -0.001 | 0.050 | 0.029 |
| 2012 | 0.068 | -0.016 | 0.066 | 0.047 |
| 2011 | -0.020 | -0.120 | 0.066 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.011 |
| 5 years | 0.070 |
| 10 years | 0.055 |