Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 16 |
| 1 month | -0.010 | 0 | 8 |
| 3 months | -0.027 | 0 | 13 |
| 1 year | 0.097 | 0 | 15 |
| 3 years | 0.075 | 0 | 7 |
| 5 years | 0.074 | 0 | 17 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.100 | — |
| 2022 | -0.083 | — |
| 2021 | 0.096 | — |
| 2020 | 0.077 | — |
| 2019 | 0.135 | — |
| 2018 | -0.016 | — |
| 2017 | 0.070 | — |
| 2016 | 0.058 | — |
| 2015 | 0.060 | — |
| 2014 | 0.108 | — |
| 2013 | 0.168 | — |
| 2012 | 0.097 | — |
| 2011 | 0.003 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.054 | 0.014 | 0.049 | 0.023 |
| 2023 | 0.040 | 0.008 | -0.014 | 0.064 |
| 2022 | -0.039 | -0.079 | -0.003 | 0.040 |
| 2021 | 0.016 | 0.042 | 0.002 | 0.033 |
| 2020 | -0.107 | 0.105 | 0.039 | 0.051 |
| 2019 | 0.059 | 0.024 | 0.015 | 0.031 |
| 2018 | -0.002 | 0.013 | 0.008 | -0.034 |
| 2017 | 0.028 | 0.012 | 0.003 | 0.027 |
| 2016 | -0.020 | 0.025 | 0.045 | 0.008 |
| 2015 | 0.064 | -0.014 | -0.018 | 0.029 |
| 2014 | 0.044 | 0.020 | 0.013 | 0.027 |
| 2013 | 0.057 | 0.010 | 0.032 | 0.059 |
| 2012 | 0.055 | -0.008 | 0.026 | 0.021 |
| 2011 | 0 | 0 | 0 | 0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.075 |
| 5 years | 0.074 |
| 10 years | 0.057 |