Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 47 |
| 1 month | -0.007 | 0 | 32 |
| 3 months | -0.041 | 0 | 41 |
| 1 year | 0.045 | 0 | 23 |
| 3 years | 0.023 | 0 | 51 |
| 5 years | 0.032 | 0 | 68 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.084 | — |
| 2022 | -0.108 | — |
| 2021 | 0.076 | — |
| 2020 | 0.000 | — |
| 2019 | 0.069 | — |
| 2018 | -0.043 | — |
| 2017 | 0.046 | — |
| 2016 | 0.015 | — |
| 2015 | 0.031 | — |
| 2014 | 0.080 | — |
| 2013 | 0.066 | — |
| 2012 | 0.087 | — |
| 2011 | -0.035 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.026 | 0.010 | 0.026 | 0.021 |
| 2023 | 0.024 | 0.014 | -0.004 | 0.048 |
| 2022 | -0.027 | -0.060 | -0.013 | -0.012 |
| 2021 | 0.028 | 0.018 | 0.006 | 0.023 |
| 2020 | -0.080 | 0.046 | 0.011 | 0.028 |
| 2019 | 0.038 | 0.009 | 0.008 | 0.012 |
| 2018 | -0.007 | -0.001 | 0.000 | -0.036 |
| 2017 | 0.019 | 0.008 | 0.014 | 0.004 |
| 2016 | -0.008 | 0.001 | 0.011 | 0.011 |
| 2015 | 0.060 | -0.019 | -0.028 | 0.021 |
| 2014 | 0.017 | 0.034 | 0.018 | 0.009 |
| 2013 | 0.025 | -0.024 | 0.036 | 0.029 |
| 2012 | 0.040 | -0.042 | 0.057 | 0.031 |
| 2011 | 0.027 | 0.004 | -0.069 | 0.006 |
| 2010 | 0.019 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.023 |
| 5 years | 0.032 |
| 10 years | 0.015 |