Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 35 |
| 1 month | -0.012 | 0 | 39 |
| 3 months | -0.017 | 0 | 22 |
| 1 year | 0.070 | 0 | 56 |
| 3 years | 0.030 | 0 | 77 |
| 5 years | 0.024 | 0 | 71 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.056 | — |
| 2022 | -0.105 | — |
| 2021 | 0.046 | — |
| 2020 | 0.031 | — |
| 2019 | 0.078 | — |
| 2018 | -0.023 | — |
| 2017 | 0.032 | — |
| 2016 | 0.031 | — |
| 2015 | 0.040 | — |
| 2014 | 0.071 | — |
| 2013 | 0.079 | — |
| 2012 | 0.060 | — |
| 2011 | 0.035 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.015 | 0.008 | 0.040 | 0.006 |
| 2023 | 0.026 | -0.005 | -0.030 | 0.067 |
| 2022 | -0.047 | -0.069 | -0.003 | 0.011 |
| 2021 | -0.004 | 0.025 | -0.001 | 0.025 |
| 2020 | -0.077 | 0.069 | 0.022 | 0.022 |
| 2019 | 0.036 | 0.015 | 0.012 | 0.014 |
| 2018 | -0.006 | -0.002 | -0.006 | -0.008 |
| 2017 | 0.018 | 0.004 | -0.008 | 0.019 |
| 2016 | -0.009 | 0.022 | 0.027 | -0.009 |
| 2015 | 0.049 | -0.022 | -0.003 | 0.016 |
| 2014 | 0.036 | 0.010 | 0.007 | 0.017 |
| 2013 | 0.033 | -0.003 | 0.013 | 0.034 |
| 2012 | 0.025 | 0.008 | 0.012 | 0.014 |
| 2011 | 0.016 | 0.011 | -0.016 | 0.024 |
| 2010 | 0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.030 |
| 5 years | 0.024 |
| 10 years | 0.021 |