Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | -0.011 | 0 | — |
| 1 year | 0.052 | 0 | — |
| 3 years | 0.048 | 0 | — |
| 5 years | 0.062 | 0 | — |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.117 | — |
| 2022 | -0.048 | — |
| 2021 | 0.044 | — |
| 2020 | 0.019 | — |
| 2019 | 0.043 | — |
| 2018 | -0.024 | — |
| 2017 | 0.025 | — |
| 2016 | 0.075 | — |
| 2015 | 0.012 | — |
| 2014 | 0.009 | — |
| 2013 | 0.049 | — |
| 2012 | 0.088 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.021 | 0.013 | 0.017 | 0.025 |
| 2023 | 0.026 | 0.033 | 0.033 | 0.020 |
| 2022 | -0.004 | -0.056 | 0.000 | 0.013 |
| 2021 | 0.018 | 0.013 | 0.009 | 0.004 |
| 2020 | -0.153 | 0.117 | 0.034 | 0.041 |
| 2019 | 0.024 | 0.007 | 0.002 | 0.010 |
| 2018 | 0.004 | -0.002 | 0.012 | -0.037 |
| 2017 | 0.008 | 0.006 | 0.007 | 0.004 |
| 2016 | 0.011 | 0.020 | 0.025 | 0.017 |
| 2015 | 0.024 | 0.010 | -0.009 | -0.013 |
| 2014 | 0.009 | 0.010 | -0.004 | -0.006 |
| 2013 | 0.019 | 0.000 | 0.013 | 0.016 |
| 2012 | 0.041 | 0.005 | 0.024 | 0.016 |
| 2011 | 0.027 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.038 |
| 5 years | 0.056 |
| 10 years | 0.026 |