Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | 28 |
| 1 month | 0.007 | 0 | 3 |
| 3 months | 0.049 | 0 | 2 |
| 1 year | 0.034 | 0 | 47 |
| 3 years | 0.060 | 0 | 19 |
| 5 years | 0.024 | 0 | 32 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | 0.086 | — |
| 2022 | -0.129 | — |
| 2021 | 0.056 | — |
| 2020 | 0.029 | — |
| 2019 | 0.090 | — |
| 2018 | -0.038 | — |
| 2017 | 0.032 | — |
| 2016 | 0.044 | — |
| 2015 | 0.009 | — |
| 2014 | 0.149 | — |
| 2013 | 0.062 | — |
| 2012 | 0.090 | — |
| 2011 | 0.021 | — |
| 2010 | 0.025 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | -0.006 | 0.039 | — |
| 2024 | 0.027 | 0.003 | 0.034 | 0.001 |
| 2023 | 0.012 | 0.020 | -0.006 | 0.059 |
| 2022 | -0.032 | -0.061 | -0.043 | 0.002 |
| 2021 | 0.014 | 0.016 | 0.009 | 0.017 |
| 2020 | -0.051 | 0.030 | 0.020 | 0.032 |
| 2019 | 0.040 | 0.021 | 0.031 | -0.004 |
| 2018 | -0.013 | 0.006 | 0.007 | -0.037 |
| 2017 | 0.002 | 0.001 | 0.009 | 0.019 |
| 2016 | 0.017 | 0.015 | 0.021 | -0.010 |
| 2015 | 0.046 | -0.043 | -0.001 | 0.009 |
| 2014 | 0.035 | 0.041 | 0.034 | 0.031 |
| 2013 | 0.020 | 0.002 | 0.014 | 0.026 |
| 2012 | 0.032 | -0.005 | 0.035 | 0.026 |
| 2011 | -0.005 | 0.007 | 0.017 | 0.002 |
| 2010 | 0.030 | -0.008 | 0.020 | -0.017 |
| 2009 | 0.019 | 0.050 | 0.010 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.060 |
| 5 years | 0.024 |
| 10 years | 0.024 |
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