Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 72 |
| 1 month | -0.003 | 0 | 1 |
| 3 months | -0.007 | 0 | 72 |
| 1 year | 0.061 | 0 | 72 |
| 3 years | 0.067 | 0 | 72 |
| 5 years | 0.033 | 0 | 69 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.150 | — |
| 2022 | -0.290 | — |
| 2021 | 0.084 | — |
| 2020 | 0.094 | — |
| 2019 | 0.278 | — |
| 2018 | -0.085 | — |
| 2017 | 0.143 | — |
| 2016 | -0.063 | — |
| 2015 | 0.212 | — |
| 2014 | 0.029 | — |
| 2013 | 0.358 | — |
| 2012 | 0.216 | — |
| 2011 | -0.007 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | 0.067 | 0.011 | 0.036 | -0.049 |
| 2023 | 0.074 | 0.009 | -0.040 | 0.105 |
| 2022 | -0.220 | -0.148 | -0.068 | 0.146 |
| 2021 | 0.010 | 0.101 | 0.010 | -0.034 |
| 2020 | -0.144 | 0.118 | 0.052 | 0.087 |
| 2019 | 0.111 | -0.026 | 0.024 | 0.154 |
| 2018 | 0.030 | 0.007 | -0.036 | -0.085 |
| 2017 | 0.064 | 0.024 | 0.014 | 0.035 |
| 2016 | -0.061 | 0.002 | 0.041 | -0.043 |
| 2015 | 0.122 | 0.014 | -0.011 | 0.077 |
| 2014 | 0.055 | -0.017 | -0.033 | 0.026 |
| 2013 | 0.107 | 0.041 | 0.070 | 0.102 |
| 2012 | 0.109 | -0.044 | 0.059 | 0.083 |
| 2011 | 0.002 | 0.055 | -0.083 | 0.025 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.067 |
| 5 years | 0.033 |
| 10 years | 0.039 |