Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 34 |
| 1 month | -0.003 | 0 | 57 |
| 3 months | 0.010 | 0 | 44 |
| 1 year | 0.176 | 0 | 13 |
| 3 years | 0.084 | 0 | 11 |
| 5 years | 0.074 | 0 | 33 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.082 | — |
| 2022 | -0.052 | — |
| 2021 | 0.074 | — |
| 2020 | 0.109 | — |
| 2019 | 0.112 | — |
| 2018 | -0.025 | — |
| 2017 | 0.084 | — |
| 2016 | 0.091 | — |
| 2015 | 0.044 | — |
| 2014 | 0.073 | — |
| 2013 | 0.037 | — |
| 2012 | 0.110 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | — | — | — |
| 2024 | 0.019 | 0.042 | 0.078 | 0.006 |
| 2023 | 0.013 | 0.008 | 0.001 | 0.059 |
| 2022 | -0.013 | -0.057 | -0.018 | 0.037 |
| 2021 | 0.021 | 0.008 | 0.011 | 0.031 |
| 2020 | -0.026 | 0.079 | 0.023 | 0.031 |
| 2019 | 0.042 | 0.024 | 0.018 | 0.024 |
| 2018 | -0.022 | 0.032 | 0.025 | -0.057 |
| 2017 | 0.012 | 0.016 | 0.023 | 0.030 |
| 2016 | 0.028 | 0.019 | 0.041 | 0.000 |
| 2015 | 0.017 | 0.015 | -0.012 | 0.024 |
| 2014 | -0.006 | 0.039 | 0.020 | 0.019 |
| 2013 | 0.012 | -0.032 | 0.034 | 0.024 |
| 2012 | 0.020 | 0.029 | 0.027 | 0.030 |
| 2011 | -0.002 | 0.005 | 0.046 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.176 |
| 3 years | 0.084 |
| 5 years | 0.074 |
| 10 years | 0.066 |