Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 51 |
| 1 month | -0.006 | 0 | 28 |
| 3 months | -0.037 | 0 | 34 |
| 1 year | 0.037 | 0 | 36 |
| 3 years | 0.030 | 0 | 30 |
| 5 years | 0.016 | 0 | 91 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.085 | — |
| 2022 | -0.109 | — |
| 2021 | 0.028 | — |
| 2020 | 0.012 | — |
| 2019 | 0.086 | — |
| 2018 | -0.035 | — |
| 2017 | 0.030 | — |
| 2016 | 0.026 | — |
| 2015 | 0.033 | — |
| 2014 | 0.083 | — |
| 2013 | 0.061 | — |
| 2012 | 0.157 | — |
| 2011 | -0.037 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.025 | 0.004 | 0.021 | 0.027 |
| 2023 | 0.018 | 0.011 | 0.001 | 0.053 |
| 2022 | -0.053 | -0.066 | 0.010 | -0.002 |
| 2021 | 0.005 | 0.013 | 0.001 | 0.010 |
| 2020 | -0.050 | 0.042 | 0.005 | 0.018 |
| 2019 | 0.044 | 0.018 | 0.029 | -0.007 |
| 2018 | -0.007 | -0.009 | 0.003 | -0.023 |
| 2017 | 0.011 | 0.001 | 0.012 | 0.006 |
| 2016 | 0.000 | 0.008 | 0.015 | 0.003 |
| 2015 | 0.098 | -0.051 | -0.021 | 0.013 |
| 2014 | 0.046 | 0.017 | 0.006 | 0.012 |
| 2013 | 0.005 | -0.006 | 0.030 | 0.031 |
| 2012 | 0.048 | 0.018 | 0.045 | 0.038 |
| 2011 | -0.015 | -0.017 | -0.032 | 0.027 |
| 2010 | -0.008 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.030 |
| 5 years | 0.016 |
| 10 years | 0.012 |