Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | — |
| 1 month | -0.010 | 0 | — |
| 3 months | -0.011 | 0 | — |
| 1 year | 0.115 | 0 | — |
| 3 years | 0.052 | 0 | — |
| 5 years | 0.055 | 0 | — |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.060 | — |
| 2022 | -0.100 | — |
| 2021 | 0.101 | — |
| 2020 | 0.104 | — |
| 2019 | 0.148 | — |
| 2018 | -0.007 | — |
| 2017 | 0.071 | — |
| 2016 | 0.076 | — |
| 2015 | 0.073 | — |
| 2014 | 0.165 | — |
| 2013 | 0.048 | — |
| 2012 | 0.094 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.011 | 0.008 | 0.062 | 0.014 |
| 2023 | 0.020 | 0.002 | -0.044 | 0.085 |
| 2022 | -0.060 | -0.083 | 0.001 | 0.043 |
| 2021 | -0.021 | 0.048 | 0.005 | 0.068 |
| 2020 | -0.072 | 0.089 | 0.044 | 0.046 |
| 2019 | 0.087 | 0.028 | 0.024 | 0.004 |
| 2018 | 0.005 | 0.036 | -0.009 | -0.037 |
| 2017 | 0.010 | 0.018 | -0.016 | 0.057 |
| 2016 | 0.012 | 0.044 | 0.039 | -0.019 |
| 2015 | 0.088 | -0.035 | -0.014 | 0.037 |
| 2014 | 0.068 | 0.031 | 0.017 | 0.041 |
| 2013 | 0.030 | -0.041 | 0.022 | 0.037 |
| 2012 | 0.039 | 0.002 | 0.026 | 0.024 |
| 2011 | 0.013 | -0.035 | 0.072 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.052 |
| 5 years | 0.055 |
| 10 years | 0.054 |