Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 30 |
| 1 month | -0.004 | 0 | 4 |
| 3 months | -0.014 | 0 | 51 |
| 1 year | 0.075 | 0 | 86 |
| 3 years | 0.043 | 0 | 63 |
| 5 years | 0.048 | 0 | 16 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.083 | — |
| 2022 | -0.102 | — |
| 2021 | 0.053 | — |
| 2020 | 0.075 | — |
| 2019 | 0.109 | — |
| 2018 | -0.043 | — |
| 2017 | 0.051 | — |
| 2016 | 0.075 | — |
| 2015 | -0.032 | — |
| 2014 | 0.061 | — |
| 2013 | 0.070 | — |
| 2012 | 0.058 | — |
| 2011 | -0.011 | — |
| 2010 | 0.071 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.035 | 0.008 | 0.042 | -0.001 |
| 2023 | 0.030 | 0.005 | -0.018 | 0.066 |
| 2022 | -0.035 | -0.080 | -0.018 | 0.030 |
| 2021 | 0.005 | 0.031 | -0.008 | 0.024 |
| 2020 | -0.107 | 0.104 | 0.025 | 0.063 |
| 2019 | 0.059 | 0.018 | 0.011 | 0.017 |
| 2018 | -0.011 | 0.013 | -0.003 | -0.042 |
| 2017 | 0.018 | 0.006 | 0.007 | 0.020 |
| 2016 | 0.038 | 0.022 | 0.023 | -0.010 |
| 2015 | 0.032 | -0.014 | -0.037 | -0.012 |
| 2014 | 0.022 | 0.025 | -0.002 | 0.015 |
| 2013 | 0.023 | -0.015 | 0.025 | 0.036 |
| 2012 | 0.031 | -0.014 | 0.028 | 0.012 |
| 2011 | 0.012 | -0.005 | -0.045 | 0.028 |
| 2010 | 0.018 | -0.031 | 0.049 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.043 |
| 5 years | 0.048 |
| 10 years | 0.031 |