Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 50 |
| 1 month | -0.016 | 0 | 29 |
| 3 months | -0.037 | 0 | 48 |
| 1 year | 0.071 | 0 | 62 |
| 3 years | 0.046 | 0 | 72 |
| 5 years | 0.046 | 0 | 76 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.071 | — |
| 2022 | -0.102 | — |
| 2021 | 0.080 | — |
| 2020 | 0.058 | — |
| 2019 | 0.097 | — |
| 2018 | -0.038 | — |
| 2017 | 0.042 | — |
| 2016 | 0.039 | — |
| 2015 | 0.033 | — |
| 2014 | 0.062 | — |
| 2013 | 0.111 | — |
| 2012 | 0.049 | — |
| 2011 | -0.016 | — |
| 2010 | 0.079 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.039 | 0.005 | 0.048 | 0.011 |
| 2023 | 0.031 | 0.005 | -0.030 | 0.066 |
| 2022 | -0.047 | -0.088 | -0.011 | 0.045 |
| 2021 | 0.010 | 0.034 | 0.001 | 0.033 |
| 2020 | -0.092 | 0.078 | 0.029 | 0.050 |
| 2019 | 0.054 | 0.012 | 0.008 | 0.020 |
| 2018 | -0.005 | 0.016 | -0.002 | -0.046 |
| 2017 | 0.019 | 0.003 | -0.007 | 0.027 |
| 2016 | -0.013 | 0.016 | 0.030 | 0.006 |
| 2015 | 0.050 | -0.012 | -0.024 | 0.020 |
| 2014 | 0.035 | 0.018 | -0.001 | 0.009 |
| 2013 | 0.034 | -0.006 | 0.032 | 0.047 |
| 2012 | 0.032 | -0.019 | 0.022 | 0.015 |
| 2011 | 0.016 | -0.004 | -0.054 | 0.029 |
| 2010 | 0.008 | -0.031 | 0.064 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.046 |
| 5 years | 0.046 |
| 10 years | 0.031 |