Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 86 |
| 1 month | -0.001 | 0 | 45 |
| 3 months | -0.030 | 0 | 86 |
| 1 year | 0.028 | 0 | 87 |
| 3 years | 0.010 | 0 | 82 |
| 5 years | 0.023 | 0 | 53 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.055 | — |
| 2022 | -0.122 | — |
| 2021 | 0.054 | — |
| 2020 | 0.030 | — |
| 2019 | 0.087 | — |
| 2018 | -0.053 | — |
| 2017 | 0.062 | — |
| 2016 | 0.067 | — |
| 2015 | 0.024 | — |
| 2014 | 0.063 | — |
| 2013 | 0.074 | — |
| 2012 | 0.091 | — |
| 2011 | 0.034 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.018 | 0.008 | 0.020 | 0.003 |
| 2023 | 0.011 | -0.004 | -0.006 | 0.053 |
| 2022 | -0.046 | -0.067 | -0.032 | 0.020 |
| 2021 | 0.001 | 0.031 | 0.008 | 0.013 |
| 2020 | -0.115 | 0.088 | 0.011 | 0.058 |
| 2019 | 0.045 | 0.013 | 0.012 | 0.014 |
| 2018 | -0.024 | 0.017 | 0.005 | -0.051 |
| 2017 | 0.021 | 0.007 | 0.006 | 0.027 |
| 2016 | -0.001 | 0.010 | 0.053 | 0.004 |
| 2015 | 0.035 | -0.018 | -0.022 | 0.030 |
| 2014 | 0.007 | 0.014 | 0.014 | 0.027 |
| 2013 | 0.043 | -0.009 | 0.019 | 0.020 |
| 2012 | 0.044 | -0.002 | 0.035 | 0.012 |
| 2011 | 0.015 | 0.012 | -0.032 | 0.039 |
| 2010 | 0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.010 |
| 5 years | 0.023 |
| 10 years | 0.020 |