Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 66 |
| 1 month | 0.007 | 0 | 68 |
| 3 months | 0.015 | 0 | 68 |
| 1 year | 0.078 | 0 | 62 |
| 3 years | 0.043 | 0 | 40 |
| 5 years | 0.032 | 0 | 38 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.042 | — |
| 2023 | 0.083 | — |
| 2022 | -0.110 | — |
| 2021 | -0.003 | — |
| 2020 | 0.065 | — |
| 2019 | 0.132 | — |
| 2018 | -0.041 | — |
| 2017 | 0.076 | — |
| 2016 | 0.126 | — |
| 2015 | -0.045 | — |
| 2014 | 0.030 | — |
| 2013 | -0.023 | — |
| 2012 | 0.111 | — |
| 2011 | 0.029 | — |
| 2010 | 0.091 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.006 | 0.001 | 0.049 | -0.013 |
| 2023 | 0.010 | 0.021 | -0.016 | 0.068 |
| 2022 | -0.060 | -0.081 | -0.016 | 0.047 |
| 2021 | -0.026 | 0.029 | -0.003 | -0.001 |
| 2020 | -0.105 | 0.100 | 0.025 | 0.056 |
| 2019 | 0.053 | 0.040 | 0.004 | 0.029 |
| 2018 | -0.001 | -0.034 | 0.000 | -0.007 |
| 2017 | 0.032 | 0.024 | 0.018 | 0.000 |
| 2016 | 0.038 | 0.048 | 0.034 | 0.000 |
| 2015 | 0.027 | -0.012 | -0.047 | -0.012 |
| 2014 | 0.021 | 0.033 | -0.011 | -0.012 |
| 2013 | -0.002 | -0.045 | 0.013 | 0.012 |
| 2012 | 0.037 | 0.008 | 0.044 | 0.017 |
| 2011 | 0.022 | 0.014 | -0.039 | 0.033 |
| 2010 | 0.032 | -0.007 | 0.071 | -0.006 |
| 2009 | 0.156 | 0.123 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.043 |
| 5 years | 0.032 |
| 10 years | 0.029 |