Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 57 |
| 1 month | -0.023 | 0 | 70 |
| 3 months | -0.040 | 0 | 59 |
| 1 year | 0.087 | 0 | 32 |
| 3 years | 0.044 | 0 | 82 |
| 5 years | 0.079 | 0 | 13 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.131 | — |
| 2023 | 0.086 | — |
| 2022 | -0.084 | — |
| 2021 | 0.166 | — |
| 2020 | 0.000 | — |
| 2019 | 0.150 | — |
| 2018 | -0.051 | — |
| 2017 | 0.017 | — |
| 2016 | 0.052 | — |
| 2015 | -0.022 | — |
| 2014 | 0.072 | — |
| 2013 | 0.073 | — |
| 2012 | 0.101 | — |
| 2011 | 0.035 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.046 | 0.009 | 0.052 | 0.019 |
| 2023 | 0.030 | 0.007 | -0.025 | 0.074 |
| 2022 | 0.001 | -0.101 | -0.015 | 0.033 |
| 2021 | 0.039 | 0.058 | 0.016 | 0.045 |
| 2020 | -0.177 | 0.103 | 0.031 | 0.069 |
| 2019 | 0.091 | 0.019 | 0.019 | 0.015 |
| 2018 | -0.040 | 0.038 | 0.007 | -0.054 |
| 2017 | 0.011 | 0.006 | -0.013 | 0.013 |
| 2016 | -0.026 | 0.033 | 0.043 | 0.003 |
| 2015 | 0.039 | -0.020 | -0.048 | 0.008 |
| 2014 | 0.040 | 0.027 | 0.001 | 0.002 |
| 2013 | 0.027 | -0.013 | 0.022 | 0.036 |
| 2012 | 0.029 | 0.015 | 0.031 | 0.023 |
| 2011 | 0.040 | -0.002 | -0.046 | 0.045 |
| 2010 | 0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.044 |
| 5 years | 0.079 |
| 10 years | 0.036 |