Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 19 |
| 1 month | 0.014 | 0 | 5 |
| 3 months | 0.014 | 0 | 18 |
| 1 year | 0.049 | 0 | 60 |
| 3 years | 0.008 | 0 | 78 |
| 5 years | -0.001 | 0 | 81 |
| 10 years | 0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.016 | — |
| 2023 | 0.060 | — |
| 2022 | -0.133 | — |
| 2021 | -0.012 | — |
| 2020 | 0.059 | — |
| 2019 | 0.074 | — |
| 2018 | -0.042 | — |
| 2017 | 0.024 | — |
| 2016 | 0.030 | — |
| 2015 | -0.018 | — |
| 2014 | 0.029 | — |
| 2013 | -0.007 | — |
| 2012 | 0.075 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.003 | -0.001 | 0.028 | -0.013 |
| 2023 | 0.015 | -0.011 | -0.004 | 0.059 |
| 2022 | -0.045 | -0.072 | -0.047 | 0.026 |
| 2021 | -0.012 | 0.010 | -0.002 | -0.008 |
| 2020 | -0.035 | 0.059 | 0.014 | 0.022 |
| 2019 | 0.038 | 0.020 | 0.003 | 0.010 |
| 2018 | -0.013 | -0.013 | -0.001 | -0.017 |
| 2017 | 0.007 | 0.009 | 0.003 | 0.005 |
| 2016 | 0.021 | 0.002 | 0.019 | -0.013 |
| 2015 | 0.014 | -0.015 | -0.023 | 0.006 |
| 2014 | 0.015 | 0.020 | -0.004 | -0.002 |
| 2013 | 0.006 | -0.024 | 0.005 | 0.006 |
| 2012 | 0.024 | 0.006 | 0.025 | 0.018 |
| 2011 | 0.014 | -0.005 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.008 |
| 5 years | -0.001 |
| 10 years | 0.004 |