Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 88 |
| 1 month | -0.014 | 0 | 75 |
| 3 months | -0.021 | 0 | 63 |
| 1 year | 0.082 | 0 | 55 |
| 3 years | 0.036 | 0 | 84 |
| 5 years | 0.037 | 0 | 42 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.077 | — |
| 2022 | -0.126 | — |
| 2021 | 0.041 | — |
| 2020 | 0.078 | — |
| 2019 | 0.124 | — |
| 2018 | -0.049 | — |
| 2017 | 0.077 | — |
| 2016 | 0.086 | — |
| 2015 | -0.014 | — |
| 2014 | 0.058 | — |
| 2013 | 0.112 | — |
| 2012 | 0.101 | — |
| 2011 | -0.007 | — |
| 2010 | 0.099 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.016 | 0.011 | 0.045 | 0.015 |
| 2023 | 0.033 | 0.002 | -0.028 | 0.071 |
| 2022 | -0.052 | -0.089 | -0.008 | 0.019 |
| 2021 | 0.005 | 0.027 | 0.004 | 0.005 |
| 2020 | -0.088 | 0.089 | 0.033 | 0.049 |
| 2019 | 0.075 | 0.022 | 0.010 | 0.013 |
| 2018 | -0.012 | 0.013 | 0.013 | -0.062 |
| 2017 | 0.034 | 0.009 | 0.007 | 0.025 |
| 2016 | 0.003 | 0.034 | 0.043 | 0.004 |
| 2015 | 0.036 | -0.009 | -0.039 | -0.001 |
| 2014 | 0.028 | 0.019 | 0.006 | 0.004 |
| 2013 | 0.052 | -0.005 | 0.029 | 0.033 |
| 2012 | 0.045 | -0.002 | 0.035 | 0.020 |
| 2011 | 0.025 | -0.005 | -0.057 | 0.033 |
| 2010 | 0.029 | -0.016 | 0.063 | 0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.036 |
| 5 years | 0.037 |
| 10 years | 0.031 |