Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 1 |
| 1 month | 0.003 | 0 | 1 |
| 3 months | -0.020 | 0 | 2 |
| 1 year | 0.083 | 0 | 2 |
| 3 years | 0.030 | 0 | 16 |
| 5 years | 0.038 | 0 | 62 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.103 | — |
| 2022 | -0.112 | — |
| 2021 | 0.107 | — |
| 2020 | 0.056 | — |
| 2019 | 0.159 | — |
| 2018 | 0.040 | — |
| 2017 | 0.028 | — |
| 2016 | 0.024 | — |
| 2015 | 0.169 | — |
| 2014 | 0.152 | — |
| 2013 | 0.103 | — |
| 2012 | 0.067 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.033 | -0.004 | 0.015 | 0.037 |
| 2023 | 0.028 | 0.027 | 0.017 | 0.027 |
| 2022 | -0.032 | -0.033 | -0.018 | -0.035 |
| 2021 | 0.031 | 0.024 | 0.019 | 0.028 |
| 2020 | 0.026 | 0.032 | -0.011 | 0.008 |
| 2019 | 0.085 | 0.023 | 0.029 | 0.015 |
| 2018 | -0.011 | 0.075 | 0.013 | -0.034 |
| 2017 | 0.023 | -0.010 | -0.001 | 0.016 |
| 2016 | -0.027 | 0.029 | 0.007 | 0.015 |
| 2015 | 0.156 | -0.035 | 0.007 | 0.041 |
| 2014 | 0.006 | 0.030 | 0.056 | 0.053 |
| 2013 | 0.089 | -0.001 | 0.006 | 0.008 |
| 2012 | 0.022 | 0.044 | 0.021 | -0.021 |
| 2011 | 0.025 | 0.046 | 0.026 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.009 |
| 5 years | 0.025 |
| 10 years | 0.047 |