Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 21 |
| 1 month | 0.006 | 0 | 34 |
| 3 months | 0.022 | 0 | 18 |
| 1 year | 0.064 | 0 | 24 |
| 3 years | 0.026 | 0 | 24 |
| 5 years | 0.022 | 0 | 59 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.048 | — |
| 2022 | -0.073 | — |
| 2021 | 0.006 | — |
| 2020 | 0.067 | — |
| 2019 | 0.099 | — |
| 2018 | -0.003 | — |
| 2017 | 0.030 | — |
| 2016 | 0.028 | — |
| 2015 | 0.004 | — |
| 2014 | 0.039 | — |
| 2013 | 0.009 | — |
| 2012 | 0.072 | — |
| 2011 | 0.057 | — |
| 2010 | 0.101 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.001 | 0.004 | 0.039 | -0.016 |
| 2023 | 0.020 | 0.003 | -0.016 | 0.040 |
| 2022 | -0.040 | -0.028 | -0.021 | 0.014 |
| 2021 | -0.010 | 0.015 | 0.002 | -0.001 |
| 2020 | -0.057 | 0.080 | 0.029 | 0.018 |
| 2019 | 0.032 | 0.031 | 0.027 | 0.006 |
| 2018 | -0.010 | -0.006 | 0.008 | 0.005 |
| 2017 | 0.011 | 0.005 | 0.010 | 0.004 |
| 2016 | 0.016 | 0.014 | 0.010 | -0.012 |
| 2015 | 0.011 | -0.003 | 0.002 | -0.006 |
| 2014 | 0.016 | 0.016 | 0.004 | 0.003 |
| 2013 | 0.006 | -0.018 | 0.014 | 0.008 |
| 2012 | 0.019 | 0.022 | 0.018 | 0.012 |
| 2011 | 0.019 | 0.025 | 0.003 | 0.010 |
| 2010 | 0.033 | 0.005 | 0.045 | 0.014 |
| 2009 | 0.028 | 0.093 | -0.043 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.016 |
| 5 years | 0.016 |
| 10 years | 0.020 |