Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 28 |
| 1 month | 0.012 | 0 | 27 |
| 3 months | 0.070 | 0 | 14 |
| 1 year | 0.083 | 0 | 57 |
| 3 years | 0.084 | 0 | 58 |
| 5 years | 0.076 | 0 | 17 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.119 | — |
| 2023 | 0.097 | — |
| 2022 | -0.086 | — |
| 2021 | 0.120 | — |
| 2020 | 0.046 | — |
| 2019 | 0.125 | — |
| 2018 | -0.064 | — |
| 2017 | 0.077 | — |
| 2016 | 0.089 | — |
| 2015 | 0.012 | — |
| 2014 | 0.058 | — |
| 2013 | 0.123 | — |
| 2012 | 0.093 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.041 | — | — |
| 2024 | 0.051 | 0.006 | 0.048 | 0.010 |
| 2023 | 0.032 | 0.011 | -0.005 | 0.057 |
| 2022 | -0.026 | -0.088 | -0.028 | 0.058 |
| 2021 | 0.046 | 0.039 | -0.002 | 0.034 |
| 2020 | -0.160 | 0.117 | 0.029 | 0.084 |
| 2019 | 0.068 | 0.012 | 0.007 | 0.034 |
| 2018 | -0.014 | 0.018 | -0.001 | -0.067 |
| 2017 | 0.023 | 0.003 | 0.017 | 0.033 |
| 2016 | 0.005 | 0.024 | 0.037 | 0.020 |
| 2015 | 0.046 | -0.011 | -0.044 | 0.023 |
| 2014 | 0.034 | 0.026 | -0.009 | 0.008 |
| 2013 | 0.041 | -0.010 | 0.041 | 0.047 |
| 2012 | 0.058 | -0.028 | 0.034 | 0.027 |
| 2011 | 0.032 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.083 |
| 3 years | 0.084 |
| 5 years | 0.076 |
| 10 years | 0.052 |