Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 65 |
| 1 month | 0.002 | 0 | 41 |
| 3 months | 0.006 | 0 | 75 |
| 1 year | 0.037 | 0 | 66 |
| 3 years | 0.031 | 0 | 67 |
| 5 years | 0.014 | 0 | 72 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.022 | — |
| 2023 | 0.041 | — |
| 2022 | -0.012 | — |
| 2021 | -0.020 | — |
| 2020 | 0.064 | — |
| 2019 | -0.020 | — |
| 2018 | 0.025 | — |
| 2017 | -0.005 | — |
| 2016 | -0.001 | — |
| 2015 | 0.023 | — |
| 2014 | 0.036 | — |
| 2013 | 0.073 | — |
| 2012 | 0.040 | — |
| 2011 | 0.006 | — |
| 2010 | 0.005 | — |
| 2009 | 0.035 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | 0.028 | 0.003 | — |
| 2024 | -0.016 | -0.001 | 0.041 | -0.001 |
| 2023 | 0.020 | -0.029 | -0.004 | 0.055 |
| 2022 | -0.014 | -0.020 | -0.005 | 0.027 |
| 2021 | -0.001 | -0.005 | 0.001 | -0.014 |
| 2020 | 0.050 | 0.018 | -0.002 | -0.002 |
| 2019 | -0.003 | -0.006 | -0.012 | 0.002 |
| 2018 | 0.007 | 0.000 | 0 | 0.019 |
| 2017 | 0.003 | -0.001 | -0.003 | -0.003 |
| 2016 | -0.010 | 0.004 | 0.000 | 0.006 |
| 2015 | 0.029 | -0.012 | -0.001 | 0.008 |
| 2014 | 0.023 | 0.004 | 0.012 | -0.003 |
| 2013 | 0.011 | 0.016 | 0.021 | 0.023 |
| 2012 | 0.027 | -0.016 | 0.026 | 0.003 |
| 2011 | 0.011 | -0.005 | -0.019 | 0.019 |
| 2010 | 0.002 | -0.010 | 0.008 | 0.004 |
| 2009 | 0.011 | 0.015 | 0.007 | 0.000 |
| 2008 | 0.004 | 0.006 | -0.003 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.031 |
| 5 years | 0.014 |
| 10 years | 0.013 |
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