Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 19 |
| 1 month | 0.003 | 0 | 38 |
| 3 months | 0.028 | 0 | 14 |
| 1 year | 0.117 | 0 | 9 |
| 3 years | 0.002 | 0 | 7 |
| 5 years | 0.031 | 0 | 25 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.033 | — |
| 2022 | -0.104 | — |
| 2021 | 0.179 | — |
| 2020 | -0.035 | — |
| 2019 | -0.064 | — |
| 2018 | 0.031 | — |
| 2017 | 0.060 | — |
| 2016 | 0.017 | — |
| 2015 | 0.064 | — |
| 2014 | 0.081 | — |
| 2013 | 0.060 | — |
| 2012 | 0.011 | — |
| 2011 | 0.067 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.012 | 0.018 | 0.036 | 0.032 |
| 2023 | 0.016 | 0.025 | 0.003 | -0.011 |
| 2022 | 0.034 | 0.017 | -0.048 | -0.104 |
| 2021 | 0.016 | 0.042 | 0.054 | 0.055 |
| 2020 | 0.062 | -0.043 | -0.001 | -0.049 |
| 2019 | -0.001 | -0.001 | -0.059 | -0.002 |
| 2018 | 0.009 | 0.009 | 0.007 | 0.006 |
| 2017 | 0.013 | 0.015 | 0.013 | 0.018 |
| 2016 | 0.009 | -0.060 | 0.053 | 0.018 |
| 2015 | 0.015 | 0.018 | 0.018 | 0.012 |
| 2014 | 0.022 | 0.022 | 0.018 | 0.016 |
| 2013 | 0.003 | 0.010 | 0.015 | 0.032 |
| 2012 | 0.006 | 0.003 | 0.001 | 0.001 |
| 2011 | 0.033 | 0.016 | 0.008 | 0.009 |
| 2010 | 0.001 | 0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | -0.015 |
| 5 years | 0.021 |
| 10 years | 0.021 |