Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | — |
| 1 month | -0.056 | 0 | — |
| 3 months | -0.043 | 0 | — |
| 1 year | 0.043 | 0 | — |
| 3 years | 0.030 | 0 | — |
| 5 years | 0.045 | 0 | — |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.096 | — |
| 2022 | -0.150 | — |
| 2021 | 0.186 | — |
| 2020 | -0.107 | — |
| 2019 | 0.216 | — |
| 2018 | -0.083 | — |
| 2017 | 0.090 | — |
| 2016 | -0.072 | — |
| 2015 | 0.127 | — |
| 2014 | 0.114 | — |
| 2013 | 0.181 | — |
| 2012 | 0.165 | — |
| 2011 | -0.052 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.075 | — | — | — |
| 2024 | 0.065 | 0.015 | 0.027 | -0.024 |
| 2023 | 0.055 | 0.009 | -0.013 | 0.044 |
| 2022 | -0.073 | -0.066 | -0.061 | 0.044 |
| 2021 | 0.047 | 0.059 | 0.004 | 0.066 |
| 2020 | -0.152 | 0.042 | 0.000 | 0.011 |
| 2019 | 0.113 | 0.026 | 0.033 | 0.030 |
| 2018 | -0.045 | 0.035 | 0.018 | -0.089 |
| 2017 | 0.056 | 0.028 | -0.002 | 0.006 |
| 2016 | -0.076 | -0.010 | 0.020 | -0.007 |
| 2015 | 0.153 | -0.033 | -0.061 | 0.076 |
| 2014 | 0.027 | 0.056 | 0.006 | 0.021 |
| 2013 | 0.089 | -0.023 | 0.052 | 0.055 |
| 2012 | 0.045 | 0.038 | 0.068 | 0.006 |
| 2011 | -0.011 | 0.007 | -0.102 | 0.060 |
| 2010 | 0.057 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.030 |
| 5 years | 0.045 |
| 10 years | 0.019 |