Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 70 |
| 1 month | 0.004 | 0 | 67 |
| 3 months | 0.019 | 0 | 53 |
| 1 year | 0.036 | 0 | 61 |
| 3 years | 0.039 | 0 | 35 |
| 5 years | 0.015 | 0 | 62 |
| 10 years | 0.008 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.101 | — |
| 2022 | -0.135 | — |
| 2021 | 0.021 | — |
| 2020 | -0.012 | — |
| 2019 | 0.064 | — |
| 2018 | -0.037 | — |
| 2017 | 0.017 | — |
| 2016 | 0.019 | — |
| 2015 | 0.004 | — |
| 2014 | 0.046 | — |
| 2013 | 0.021 | — |
| 2012 | 0.093 | — |
| 2011 | 0.048 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | 0.019 | — | — |
| 2024 | 0.024 | 0.002 | 0.025 | 0.006 |
| 2023 | 0.028 | 0.015 | 0.005 | 0.049 |
| 2022 | -0.048 | -0.077 | -0.031 | 0.017 |
| 2021 | 0.012 | 0.004 | -0.003 | 0.008 |
| 2020 | -0.073 | 0.030 | 0.006 | 0.028 |
| 2019 | 0.031 | 0.018 | 0.011 | 0.002 |
| 2018 | -0.011 | -0.009 | 0.006 | -0.023 |
| 2017 | 0.013 | 0.006 | 0.006 | -0.008 |
| 2016 | -0.014 | 0.005 | 0.015 | 0.013 |
| 2015 | 0.024 | -0.017 | -0.015 | 0.012 |
| 2014 | 0.018 | 0.017 | 0.009 | 0.001 |
| 2013 | -0.004 | -0.016 | 0.026 | 0.016 |
| 2012 | 0.036 | 0.002 | 0.025 | 0.027 |
| 2011 | 0.012 | -0.003 | 0.032 | 0.007 |
| 2010 | -0.006 | 0.012 | -0.008 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.029 |
| 5 years | 0.009 |
| 10 years | 0.005 |