Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 48 |
| 1 month | -0.002 | 0 | 41 |
| 3 months | -0.021 | 0 | 40 |
| 1 year | 0.028 | 0 | 62 |
| 3 years | 0.011 | 0 | 63 |
| 5 years | 0.036 | 0 | 66 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.040 | — |
| 2022 | -0.086 | — |
| 2021 | 0.068 | — |
| 2020 | 0.097 | — |
| 2019 | 0.115 | — |
| 2018 | -0.042 | — |
| 2017 | 0.072 | — |
| 2016 | 0.087 | — |
| 2015 | 0.014 | — |
| 2014 | 0.038 | — |
| 2013 | 0.092 | — |
| 2012 | 0.053 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.012 | 0.009 | 0.026 | -0.012 |
| 2023 | 0.022 | -0.019 | -0.014 | 0.051 |
| 2022 | -0.034 | -0.054 | -0.035 | 0.037 |
| 2021 | 0.002 | 0.029 | 0.017 | 0.018 |
| 2020 | -0.081 | 0.104 | 0.025 | 0.056 |
| 2019 | 0.047 | 0.034 | 0.018 | 0.011 |
| 2018 | -0.023 | 0.022 | 0.012 | -0.052 |
| 2017 | 0.024 | 0.007 | 0.011 | 0.028 |
| 2016 | 0.006 | 0.023 | 0.040 | 0.015 |
| 2015 | 0.048 | -0.019 | -0.032 | 0.019 |
| 2014 | 0.007 | 0.014 | 0.010 | 0.006 |
| 2013 | 0.065 | -0.016 | 0.015 | 0.026 |
| 2012 | 0.025 | -0.017 | 0.025 | 0.019 |
| 2011 | 0.011 | -0.052 | -0.001 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.011 |
| 5 years | 0.036 |
| 10 years | 0.033 |