Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 70 |
| 1 month | -0.007 | 0 | 83 |
| 3 months | -0.024 | 0 | 74 |
| 1 year | 0.044 | 0 | 48 |
| 3 years | 0.022 | 0 | 41 |
| 5 years | 0.033 | 0 | 25 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.069 | — |
| 2022 | -0.107 | — |
| 2021 | 0.055 | — |
| 2020 | 0.024 | — |
| 2019 | 0.104 | — |
| 2018 | -0.036 | — |
| 2017 | 0.065 | — |
| 2016 | 0.115 | — |
| 2015 | 0.012 | — |
| 2014 | 0.065 | — |
| 2013 | 0.071 | — |
| 2012 | 0.077 | — |
| 2011 | 0.050 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.021 | 0.013 | 0.028 | -0.001 |
| 2023 | 0.021 | -0.001 | -0.006 | 0.055 |
| 2022 | -0.033 | -0.059 | -0.040 | 0.023 |
| 2021 | 0.000 | 0.035 | 0.003 | 0.017 |
| 2020 | -0.114 | 0.089 | 0.005 | 0.056 |
| 2019 | 0.046 | 0.027 | 0.020 | 0.007 |
| 2018 | -0.028 | 0.027 | 0.013 | -0.046 |
| 2017 | 0.025 | 0.006 | 0.000 | 0.032 |
| 2016 | 0.014 | 0.026 | 0.061 | 0.010 |
| 2015 | 0.040 | -0.028 | -0.033 | 0.035 |
| 2014 | 0.006 | 0.017 | 0.013 | 0.028 |
| 2013 | 0.050 | -0.015 | 0.018 | 0.017 |
| 2012 | 0.030 | 0.000 | 0.031 | 0.014 |
| 2011 | 0.004 | 0.011 | -0.016 | 0.052 |
| 2010 | 0.011 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.022 |
| 5 years | 0.033 |
| 10 years | 0.031 |