Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | — |
| 1 month | 0.020 | 0 | — |
| 3 months | 0.034 | 0 | — |
| 1 year | 0.016 | 0 | — |
| 3 years | 0.057 | 0 | — |
| 5 years | 0.024 | 0 | — |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.078 | — |
| 2022 | -0.068 | — |
| 2021 | 0.003 | — |
| 2020 | -0.004 | — |
| 2019 | 0.099 | — |
| 2018 | -0.057 | — |
| 2017 | 0.017 | — |
| 2016 | 0.129 | — |
| 2015 | -0.100 | — |
| 2014 | -0.021 | — |
| 2013 | 0.046 | — |
| 2012 | 0.150 | — |
| 2011 | 0.017 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | -0.037 | — | — |
| 2024 | 0.035 | 0.017 | 0.020 | 0.018 |
| 2023 | 0.016 | 0.016 | 0.020 | 0.024 |
| 2022 | -0.033 | -0.088 | 0.029 | 0.027 |
| 2021 | 0.005 | 0.004 | 0.001 | -0.007 |
| 2020 | -0.150 | 0.093 | 0.027 | 0.044 |
| 2019 | 0.062 | 0.020 | 0.007 | 0.007 |
| 2018 | -0.023 | 0.001 | 0.013 | -0.047 |
| 2017 | 0.003 | 0.012 | 0.011 | -0.009 |
| 2016 | 0.022 | 0.057 | 0.038 | 0.008 |
| 2015 | 0.007 | -0.016 | -0.069 | -0.025 |
| 2014 | 0.029 | 0.015 | -0.034 | -0.030 |
| 2013 | 0.028 | -0.026 | 0.012 | 0.032 |
| 2012 | 0.065 | 0.010 | 0.041 | 0.027 |
| 2011 | 0.021 | 0.001 | -0.059 | 0.057 |
| 2010 | 0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.046 |
| 5 years | 0.018 |
| 10 years | 0.017 |