Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | — |
| 1 month | 0.017 | 0 | — |
| 3 months | 0.065 | 0 | — |
| 1 year | 0.119 | 0 | — |
| 3 years | 0.073 | 0 | — |
| 5 years | 0.061 | 0 | — |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.057 | — |
| 2022 | 0.013 | — |
| 2021 | 0.032 | — |
| 2020 | 0.115 | — |
| 2019 | 0.014 | — |
| 2018 | 0.025 | — |
| 2017 | 0.039 | — |
| 2016 | 0.135 | — |
| 2015 | 0.063 | — |
| 2014 | 0.144 | — |
| 2013 | 0.047 | — |
| 2012 | 0.112 | — |
| 2011 | 0.080 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | 0.025 | 0.015 | 0.030 | -0.004 |
| 2023 | 0.013 | 0.021 | 0.009 | 0.013 |
| 2022 | -0.002 | -0.015 | 0.015 | 0.015 |
| 2021 | -0.005 | 0.007 | 0.029 | 0.001 |
| 2020 | 0.031 | 0.044 | 0.003 | 0.033 |
| 2019 | 0.015 | -0.004 | -0.010 | 0.014 |
| 2018 | 0.008 | -0.016 | 0.001 | 0.033 |
| 2017 | 0.004 | 0.030 | 0.010 | -0.005 |
| 2016 | 0.028 | 0.022 | 0.056 | 0.023 |
| 2015 | 0.028 | -0.006 | 0.041 | 0.000 |
| 2014 | 0.023 | 0.033 | 0.021 | 0.060 |
| 2013 | 0.021 | 0.042 | -0.041 | 0.026 |
| 2012 | 0.023 | 0.027 | 0.033 | 0.024 |
| 2011 | 0.016 | 0.015 | 0.023 | 0.023 |
| 2010 | 0.026 | 0.007 | 0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.119 |
| 3 years | 0.073 |
| 5 years | 0.061 |
| 10 years | 0.060 |