Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 55 |
| 1 month | -0.011 | 0 | 45 |
| 3 months | -0.054 | 0 | 65 |
| 1 year | 0.029 | 0 | 53 |
| 3 years | 0.027 | 0 | 40 |
| 5 years | 0.027 | 0 | 77 |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.058 | — |
| 2022 | -0.127 | — |
| 2021 | 0.061 | — |
| 2020 | 0.018 | — |
| 2019 | 0.086 | — |
| 2018 | -0.081 | — |
| 2017 | 0.026 | — |
| 2016 | 0.010 | — |
| 2015 | 0.018 | — |
| 2014 | 0.043 | — |
| 2013 | 0.018 | — |
| 2012 | 0.037 | — |
| 2011 | 0.017 | — |
| 2010 | 0.022 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.061 | 0.023 | 0.004 | 0.019 |
| 2023 | -0.004 | 0.007 | -0.002 | 0.056 |
| 2022 | -0.066 | -0.062 | -0.038 | 0.036 |
| 2021 | 0.012 | 0.020 | -0.002 | 0.030 |
| 2020 | -0.105 | 0.071 | 0.037 | 0.025 |
| 2019 | 0.052 | -0.001 | 0.009 | 0.025 |
| 2018 | -0.031 | 0.013 | -0.010 | -0.054 |
| 2017 | 0.020 | 0.004 | 0.016 | -0.014 |
| 2016 | -0.036 | 0.000 | 0.018 | 0.030 |
| 2015 | 0.058 | -0.028 | -0.033 | 0.024 |
| 2014 | 0 | 0.055 | 0.004 | -0.015 |
| 2013 | 0.016 | 0.002 | 0.001 | -0.002 |
| 2012 | 0.022 | -0.038 | 0.024 | 0.030 |
| 2011 | 0.002 | 0.006 | 0.005 | 0.004 |
| 2010 | 0.015 | 0.006 | 0.011 | -0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.027 |
| 5 years | 0.027 |
| 10 years | 0.007 |