Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 24 |
| 1 month | 0.007 | 0 | 42 |
| 3 months | 0.023 | 0 | 16 |
| 1 year | 0.041 | 0 | 96 |
| 3 years | 0.032 | 0 | 57 |
| 5 years | 0.037 | 0 | 28 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.007 | — |
| 2023 | 0.024 | — |
| 2022 | 0.059 | — |
| 2021 | 0.002 | — |
| 2020 | 0.083 | — |
| 2019 | 0.061 | — |
| 2018 | -0.029 | — |
| 2017 | 0.028 | — |
| 2016 | 0.038 | — |
| 2015 | -0.050 | — |
| 2014 | -0.051 | — |
| 2013 | -0.014 | — |
| 2012 | 0.077 | — |
| 2011 | 0.015 | — |
| 2010 | 0.076 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | -0.001 | -0.003 | 0.025 | -0.014 |
| 2023 | -0.015 | 0.002 | 0.003 | 0.035 |
| 2022 | 0.010 | -0.002 | 0.037 | 0.012 |
| 2021 | 0.008 | 0.000 | -0.004 | -0.002 |
| 2020 | 0.000 | 0.043 | 0.016 | 0.022 |
| 2019 | 0.015 | 0.024 | 0.006 | 0.014 |
| 2018 | 0.001 | -0.017 | -0.001 | -0.013 |
| 2017 | -0.006 | 0.022 | 0.007 | 0.004 |
| 2016 | 0.025 | 0.022 | 0.004 | -0.014 |
| 2015 | 0.010 | -0.024 | -0.032 | -0.005 |
| 2014 | -0.021 | -0.004 | -0.010 | -0.017 |
| 2013 | 0.000 | -0.039 | 0.014 | 0.012 |
| 2012 | 0.022 | 0.024 | 0.006 | 0.024 |
| 2011 | -0.001 | -0.020 | 0.031 | 0.005 |
| 2010 | -0.005 | 0.027 | 0.102 | -0.044 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.032 |
| 5 years | 0.037 |
| 10 years | 0.024 |