Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 48 |
| 1 month | -0.012 | 0 | 24 |
| 3 months | -0.032 | 0 | 36 |
| 1 year | 0.084 | 0 | 66 |
| 3 years | 0.054 | 0 | 79 |
| 5 years | 0.051 | 0 | 80 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.086 | — |
| 2022 | -0.111 | — |
| 2021 | 0.086 | — |
| 2020 | 0.061 | — |
| 2019 | 0.115 | — |
| 2018 | -0.040 | — |
| 2017 | 0.046 | — |
| 2016 | 0.061 | — |
| 2015 | 0.013 | — |
| 2014 | 0.081 | — |
| 2013 | 0.095 | — |
| 2012 | 0.069 | — |
| 2011 | 0.024 | — |
| 2010 | 0.071 | — |
| 2009 | 0.212 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.040 | 0.006 | 0.049 | 0.012 |
| 2023 | 0.037 | 0.003 | -0.030 | 0.076 |
| 2022 | -0.055 | -0.087 | -0.010 | 0.040 |
| 2021 | -0.001 | 0.036 | 0.004 | 0.044 |
| 2020 | -0.090 | 0.084 | 0.027 | 0.047 |
| 2019 | 0.060 | 0.024 | 0.011 | 0.015 |
| 2018 | -0.014 | 0.013 | 0.004 | -0.043 |
| 2017 | 0.019 | 0 | -0.005 | 0.032 |
| 2016 | 0.004 | 0.022 | 0.029 | 0.004 |
| 2015 | 0.042 | -0.022 | -0.024 | 0.018 |
| 2014 | 0.032 | 0.021 | 0.008 | 0.017 |
| 2013 | 0.036 | -0.013 | 0.023 | 0.046 |
| 2012 | 0.029 | -0.001 | 0.024 | 0.016 |
| 2011 | 0.019 | -0.001 | -0.032 | 0.039 |
| 2010 | 0.018 | -0.026 | 0.061 | 0.018 |
| 2009 | 0.003 | 0.101 | 0.073 | 0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.054 |
| 5 years | 0.051 |
| 10 years | 0.036 |