Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 36 |
| 1 month | 0.003 | 0 | 66 |
| 3 months | 0.018 | 0 | 38 |
| 1 year | 0.066 | 0 | 31 |
| 3 years | 0.033 | 0 | 40 |
| 5 years | 0.051 | 0 | 27 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.066 | — |
| 2022 | -0.025 | — |
| 2021 | 0.066 | — |
| 2020 | 0.023 | — |
| 2019 | 0.023 | — |
| 2018 | -0.002 | — |
| 2017 | 0.008 | — |
| 2016 | 0.036 | — |
| 2015 | -0.015 | — |
| 2014 | 0.010 | — |
| 2013 | 0.075 | — |
| 2012 | 0.043 | — |
| 2011 | -0.028 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | -0.008 | 0.016 | 0.018 | 0.014 |
| 2023 | 0.022 | 0.014 | 0.010 | 0.019 |
| 2022 | 0.000 | 0.002 | -0.032 | 0.005 |
| 2021 | 0.055 | 0.004 | 0.012 | -0.006 |
| 2020 | -0.072 | 0.021 | -0.003 | 0.082 |
| 2019 | 0.007 | 0.001 | -0.013 | 0.030 |
| 2018 | 0.013 | 0.006 | -0.006 | -0.015 |
| 2017 | 0.016 | -0.001 | -0.008 | 0.000 |
| 2016 | -0.002 | -0.015 | 0.025 | 0.027 |
| 2015 | 0.013 | -0.001 | -0.018 | -0.008 |
| 2014 | 0.022 | 0.008 | -0.010 | -0.010 |
| 2013 | 0.001 | 0.012 | 0.031 | 0.029 |
| 2012 | 0.023 | -0.007 | 0.017 | 0.010 |
| 2011 | 0.001 | -0.002 | -0.031 | 0.005 |
| 2010 | -0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.033 |
| 5 years | 0.051 |
| 10 years | 0.022 |