Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 8 |
| 1 month | -0.016 | 0 | 37 |
| 3 months | -0.034 | 0 | 8 |
| 1 year | 0.140 | 0 | 9 |
| 3 years | 0.068 | 0 | 54 |
| 5 years | 0.090 | 0 | 84 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.209 | — |
| 2023 | 0.075 | — |
| 2022 | -0.175 | — |
| 2021 | 0.181 | — |
| 2020 | 0.077 | — |
| 2019 | 0.189 | — |
| 2018 | -0.083 | — |
| 2017 | 0.051 | — |
| 2016 | -0.007 | — |
| 2015 | -0.059 | — |
| 2014 | 0.048 | — |
| 2013 | 0.115 | — |
| 2012 | 0.075 | — |
| 2011 | -0.092 | — |
| 2010 | 0.089 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.071 | 0.012 | 0.081 | 0.032 |
| 2023 | 0.044 | 0.002 | -0.002 | 0.030 |
| 2022 | -0.052 | -0.145 | -0.015 | 0.034 |
| 2021 | 0.053 | 0.062 | -0.007 | 0.064 |
| 2020 | -0.196 | 0.157 | 0.059 | 0.093 |
| 2019 | 0.067 | 0.012 | 0.052 | 0.047 |
| 2018 | -0.037 | 0.032 | 0.007 | -0.083 |
| 2017 | 0.039 | -0.009 | 0.010 | 0.011 |
| 2016 | -0.017 | -0.011 | 0.014 | 0.007 |
| 2015 | 0.030 | -0.023 | -0.063 | 0.000 |
| 2014 | 0.033 | 0.033 | -0.002 | -0.016 |
| 2013 | 0.044 | -0.015 | 0.028 | 0.055 |
| 2012 | 0.075 | -0.041 | 0.041 | 0.002 |
| 2011 | 0.038 | -0.032 | -0.142 | 0.054 |
| 2010 | 0.009 | -0.075 | 0.059 | 0.102 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.140 |
| 3 years | 0.068 |
| 5 years | 0.090 |
| 10 years | 0.035 |