Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 90 |
| 1 month | -0.016 | 0 | 97 |
| 3 months | -0.027 | 0 | 94 |
| 1 year | 0.072 | 0 | 92 |
| 3 years | 0.052 | 0 | 34 |
| 5 years | 0.041 | 0 | 33 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.088 | — |
| 2022 | -0.082 | — |
| 2021 | 0.035 | — |
| 2020 | 0.062 | — |
| 2019 | 0.091 | — |
| 2018 | -0.023 | — |
| 2017 | 0.043 | — |
| 2016 | 0.032 | — |
| 2015 | 0.033 | — |
| 2014 | 0.060 | — |
| 2013 | 0.079 | — |
| 2012 | 0.055 | — |
| 2011 | 0.023 | — |
| 2010 | 0.053 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.030 | 0.008 | 0.043 | 0.007 |
| 2023 | 0.037 | 0.007 | -0.023 | 0.067 |
| 2022 | -0.042 | -0.065 | -0.010 | 0.035 |
| 2021 | -0.005 | 0.022 | -0.001 | 0.019 |
| 2020 | -0.067 | 0.075 | 0.025 | 0.033 |
| 2019 | 0.051 | 0.014 | 0.007 | 0.016 |
| 2018 | 0.001 | 0.008 | -0.004 | -0.027 |
| 2017 | 0.021 | 0.001 | 0.000 | 0.021 |
| 2016 | -0.005 | 0.014 | 0.025 | -0.002 |
| 2015 | 0.044 | -0.014 | -0.016 | 0.019 |
| 2014 | 0.028 | 0.009 | 0.007 | 0.016 |
| 2013 | 0.029 | -0.007 | 0.020 | 0.035 |
| 2012 | 0.029 | -0.003 | 0.017 | 0.012 |
| 2011 | 0.010 | 0.009 | -0.016 | 0.020 |
| 2010 | 0.006 | -0.011 | 0.048 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.052 |
| 5 years | 0.041 |
| 10 years | 0.032 |