Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 38 |
| 1 month | -0.002 | 0 | 81 |
| 3 months | -0.004 | 0 | 71 |
| 1 year | 0.077 | 0 | 39 |
| 3 years | 0.050 | 0 | 20 |
| 5 years | 0.041 | 0 | 35 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.114 | — |
| 2022 | -0.150 | — |
| 2021 | 0.028 | — |
| 2020 | 0.035 | — |
| 2019 | 0.108 | — |
| 2018 | -0.052 | — |
| 2017 | 0.106 | — |
| 2016 | 0.017 | — |
| 2015 | 0.019 | — |
| 2014 | 0.055 | — |
| 2013 | 0.130 | — |
| 2012 | 0.259 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.036 | 0.011 | 0.030 | 0.020 |
| 2023 | -0.028 | 0.046 | 0.019 | 0.075 |
| 2022 | -0.064 | -0.097 | -0.054 | 0.064 |
| 2021 | 0.006 | 0.019 | 0.007 | -0.004 |
| 2020 | -0.130 | 0.096 | 0.034 | 0.050 |
| 2019 | 0.033 | 0.026 | 0.016 | 0.029 |
| 2018 | 0.005 | -0.030 | 0.012 | -0.040 |
| 2017 | 0.026 | 0.026 | 0.024 | 0.026 |
| 2016 | -0.030 | 0.002 | 0.029 | 0.016 |
| 2015 | 0.037 | -0.026 | -0.009 | 0.018 |
| 2014 | 0.032 | 0.026 | -0.017 | 0.013 |
| 2013 | 0.021 | 0.020 | 0.041 | 0.042 |
| 2012 | 0.132 | -0.038 | 0.082 | 0.068 |
| 2011 | -0.001 | -0.095 | -0.010 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.046 |
| 5 years | 0.039 |
| 10 years | 0.025 |