Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.070 | 0 | 93 |
| 1 month | 0.016 | 0 | 7 |
| 3 months | 0.025 | 0 | 94 |
| 1 year | 0.047 | 0 | 94 |
| 3 years | 0.087 | 0 | 56 |
| 5 years | 0.077 | 0 | 8 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.101 | — |
| 2022 | -0.074 | — |
| 2021 | 0.157 | — |
| 2020 | 0.056 | — |
| 2019 | 0.154 | — |
| 2018 | -0.029 | — |
| 2017 | 0.050 | — |
| 2016 | 0.007 | — |
| 2015 | 0.028 | — |
| 2014 | 0.068 | — |
| 2013 | 0.087 | — |
| 2012 | 0.047 | — |
| 2011 | -0.039 | — |
| 2010 | 0.068 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.035 | 0.006 | — |
| 2024 | 0.062 | -0.007 | 0.070 | 0.004 |
| 2023 | 0.029 | 0.029 | -0.021 | 0.062 |
| 2022 | -0.027 | -0.086 | -0.008 | 0.049 |
| 2021 | 0.031 | 0.054 | 0.000 | 0.065 |
| 2020 | -0.085 | 0.075 | 0.038 | 0.034 |
| 2019 | 0.085 | 0.031 | 0.020 | 0.011 |
| 2018 | -0.014 | 0.025 | 0.015 | -0.054 |
| 2017 | 0.018 | 0.005 | -0.005 | 0.031 |
| 2016 | -0.019 | 0.009 | 0.018 | 0.001 |
| 2015 | 0.051 | -0.010 | -0.032 | 0.022 |
| 2014 | 0.031 | 0.029 | -0.002 | 0.009 |
| 2013 | 0.024 | -0.022 | 0.036 | 0.047 |
| 2012 | 0.038 | -0.025 | 0.027 | 0.008 |
| 2011 | 0.017 | -0.013 | -0.078 | 0.038 |
| 2010 | 0.005 | -0.043 | 0.072 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.087 |
| 5 years | 0.077 |
| 10 years | 0.060 |
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