Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 25 |
| 1 month | 0.004 | 0 | 47 |
| 3 months | 0.007 | 0 | 50 |
| 1 year | 0.063 | 0 | 17 |
| 3 years | 0.069 | 0 | 1 |
| 5 years | 0.055 | 0 | 1 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.040 | — |
| 2022 | -0.098 | — |
| 2021 | 0.186 | — |
| 2020 | -0.029 | — |
| 2019 | -0.060 | — |
| 2018 | 0.037 | — |
| 2017 | 0.066 | — |
| 2016 | 0.021 | — |
| 2015 | 0.069 | — |
| 2014 | 0.088 | — |
| 2013 | 0.064 | — |
| 2012 | 0.018 | — |
| 2011 | 0.030 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | 0.008 | 0.007 | — |
| 2024 | 0.012 | 0.020 | 0.038 | 0.035 |
| 2023 | 0.018 | 0.027 | 0.004 | -0.010 |
| 2022 | 0.037 | 0.018 | -0.047 | -0.103 |
| 2021 | 0.018 | 0.043 | 0.057 | 0.056 |
| 2020 | 0.064 | -0.042 | -0.001 | -0.047 |
| 2019 | -0.002 | 0.001 | -0.058 | -0.001 |
| 2018 | 0.010 | 0.010 | 0.009 | 0.007 |
| 2017 | 0.015 | 0.016 | 0.014 | 0.020 |
| 2016 | 0.009 | -0.057 | 0.054 | 0.019 |
| 2015 | 0.015 | 0.020 | 0.019 | 0.014 |
| 2014 | 0.023 | 0.020 | 0.024 | 0.018 |
| 2013 | 0.003 | 0.011 | 0.016 | 0.033 |
| 2012 | 0.010 | 0.003 | 0.002 | 0.003 |
| 2011 | 0.009 | 0.018 | -0.007 | 0.010 |
| 2010 | 0.002 | 0.004 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.069 |
| 5 years | 0.055 |
| 10 years | 0.030 |
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