Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | — |
| 1 month | 0.009 | 0 | — |
| 3 months | 0.023 | 0 | — |
| 1 year | 0.140 | 0 | — |
| 3 years | 0.042 | 0 | — |
| 5 years | 0.049 | 0 | — |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.048 | — |
| 2022 | -0.145 | — |
| 2021 | 0.094 | — |
| 2020 | -0.036 | — |
| 2019 | 0.126 | — |
| 2018 | -0.100 | — |
| 2017 | 0.170 | — |
| 2016 | 0.025 | — |
| 2015 | 0.000 | — |
| 2014 | 0.099 | — |
| 2013 | 0.197 | — |
| 2012 | 0.084 | — |
| 2011 | -0.013 | — |
| 2010 | 0.124 | — |
| 2009 | 0.157 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | 0.053 | -0.005 | 0.088 | -0.040 |
| 2023 | 0.037 | 0.008 | -0.042 | 0.047 |
| 2022 | -0.029 | -0.125 | -0.084 | 0.098 |
| 2021 | 0.030 | 0.051 | -0.025 | 0.036 |
| 2020 | -0.199 | 0.097 | 0.047 | 0.048 |
| 2019 | 0.081 | 0.011 | 0.003 | 0.027 |
| 2018 | -0.027 | -0.027 | 0.055 | -0.100 |
| 2017 | 0.048 | 0.033 | 0.020 | 0.060 |
| 2016 | 0.040 | 0.015 | -0.001 | -0.028 |
| 2015 | 0.010 | 0.002 | -0.047 | 0.037 |
| 2014 | 0.007 | 0.061 | 0.010 | 0.019 |
| 2013 | 0.098 | -0.018 | 0.051 | 0.058 |
| 2012 | 0.068 | -0.001 | 0.047 | -0.029 |
| 2011 | 0.005 | 0.047 | -0.099 | 0.042 |
| 2010 | 0.048 | -0.057 | 0.092 | 0.041 |
| 2009 | -0.100 | 0.117 | 0.116 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.028 |
| 5 years | 0.040 |
| 10 years | 0.021 |