Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 31 |
| 1 month | -0.013 | 0 | 24 |
| 3 months | -0.045 | 0 | 31 |
| 1 year | 0.093 | 0 | 50 |
| 3 years | 0.074 | 0 | 48 |
| 5 years | 0.108 | 0 | 51 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.161 | — |
| 2023 | 0.101 | — |
| 2022 | -0.047 | — |
| 2021 | 0.174 | — |
| 2020 | 0.067 | — |
| 2019 | 0.170 | — |
| 2018 | -0.097 | — |
| 2017 | 0.073 | — |
| 2016 | 0.103 | — |
| 2015 | 0.010 | — |
| 2014 | 0.059 | — |
| 2013 | 0.237 | — |
| 2012 | 0.062 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.066 | 0.010 | 0.066 | 0.011 |
| 2023 | 0.052 | -0.002 | -0.021 | 0.071 |
| 2022 | 0.008 | -0.106 | -0.017 | 0.076 |
| 2021 | 0.053 | 0.068 | -0.007 | 0.051 |
| 2020 | -0.184 | 0.159 | 0.047 | 0.078 |
| 2019 | 0.095 | 0.013 | 0.010 | 0.045 |
| 2018 | -0.026 | 0.037 | -0.017 | -0.091 |
| 2017 | 0.020 | -0.006 | 0.006 | 0.051 |
| 2016 | -0.001 | 0.044 | 0.037 | 0.020 |
| 2015 | 0.061 | -0.015 | -0.056 | 0.024 |
| 2014 | 0.047 | 0.038 | -0.019 | -0.008 |
| 2013 | 0.061 | 0.014 | 0.063 | 0.082 |
| 2012 | 0.056 | -0.056 | 0.040 | 0.024 |
| 2011 | -0.029 | -0.128 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.074 |
| 5 years | 0.108 |
| 10 years | 0.060 |