Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 55 |
| 1 month | -0.019 | 0 | 52 |
| 3 months | -0.036 | 0 | 38 |
| 1 year | 0.032 | 0 | 17 |
| 3 years | 0.037 | 0 | 29 |
| 5 years | 0.017 | 0 | 51 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.102 | — |
| 2022 | -0.062 | — |
| 2021 | -0.013 | — |
| 2020 | -0.058 | — |
| 2019 | 0.162 | — |
| 2018 | -0.038 | — |
| 2017 | 0.019 | — |
| 2016 | 0.126 | — |
| 2015 | -0.068 | — |
| 2014 | 0.069 | — |
| 2013 | -0.148 | — |
| 2012 | 0.156 | — |
| 2011 | 0.003 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.001 | -0.009 | 0.048 | 0.003 |
| 2023 | 0.036 | 0.022 | -0.001 | 0.041 |
| 2022 | -0.045 | -0.029 | 0.018 | -0.007 |
| 2021 | -0.031 | 0.028 | -0.007 | -0.003 |
| 2020 | -0.135 | 0.073 | -0.037 | 0.054 |
| 2019 | 0.052 | 0.038 | 0.037 | 0.025 |
| 2018 | 0.027 | -0.069 | -0.018 | 0.024 |
| 2017 | 0.057 | -0.028 | 0.003 | -0.011 |
| 2016 | 0.066 | 0.044 | 0.013 | -0.001 |
| 2015 | 0.079 | -0.047 | -0.119 | 0.029 |
| 2014 | 0.021 | 0.049 | 0.016 | -0.017 |
| 2013 | 0.024 | -0.091 | -0.051 | -0.036 |
| 2012 | 0.065 | 0.022 | 0.038 | 0.023 |
| 2011 | -0.037 | 0.019 | -0.016 | 0.039 |
| 2010 | 0.084 | 0.012 | 0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.037 |
| 5 years | 0.017 |
| 10 years | 0.010 |