Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 12 |
| 1 month | -0.015 | 0 | 19 |
| 3 months | 0.014 | 0 | 12 |
| 1 year | 0.039 | 0 | 44 |
| 3 years | 0.012 | 0 | 79 |
| 5 years | 0.044 | 0 | 79 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.086 | — |
| 2022 | -0.126 | — |
| 2021 | 0.068 | — |
| 2020 | -0.009 | — |
| 2019 | 0.130 | — |
| 2018 | -0.069 | — |
| 2017 | 0.069 | — |
| 2016 | 0.075 | — |
| 2015 | 0.029 | — |
| 2014 | 0.061 | — |
| 2013 | 0.100 | — |
| 2012 | 0.112 | — |
| 2011 | 0.020 | — |
| 2010 | 0.086 | — |
| 2009 | 0.187 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.010 | 0.021 | 0.018 | -0.014 |
| 2023 | 0.020 | -0.013 | 0.011 | 0.067 |
| 2022 | -0.039 | -0.084 | -0.080 | 0.080 |
| 2021 | 0.003 | 0.033 | 0.006 | 0.024 |
| 2020 | -0.149 | 0.090 | -0.003 | 0.070 |
| 2019 | 0.061 | 0.021 | 0.016 | 0.027 |
| 2018 | -0.036 | 0.031 | -0.003 | -0.061 |
| 2017 | 0.029 | 0.011 | -0.003 | 0.030 |
| 2016 | 0.000 | 0.007 | 0.074 | -0.006 |
| 2015 | 0.044 | -0.022 | -0.022 | 0.031 |
| 2014 | 0.011 | 0.019 | 0.003 | 0.027 |
| 2013 | 0.045 | -0.015 | 0.038 | 0.030 |
| 2012 | 0.038 | -0.004 | 0.052 | 0.023 |
| 2011 | 0.006 | 0.014 | -0.046 | 0.049 |
| 2010 | 0.043 | -0.049 | 0.070 | 0.023 |
| 2009 | -0.065 | 0.097 | 0.139 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.012 |
| 5 years | 0.044 |
| 10 years | 0.023 |