Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 80 |
| 1 month | -0.008 | 0 | 67 |
| 3 months | -0.028 | 0 | 85 |
| 1 year | 0.032 | 0 | 52 |
| 3 years | 0.005 | 0 | 57 |
| 5 years | 0.016 | 0 | 38 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.057 | — |
| 2022 | -0.158 | — |
| 2021 | 0.066 | — |
| 2020 | 0.044 | — |
| 2019 | 0.115 | — |
| 2018 | -0.046 | — |
| 2017 | 0.062 | — |
| 2016 | 0.036 | — |
| 2015 | 0.000 | — |
| 2014 | 0.098 | — |
| 2013 | 0.047 | — |
| 2012 | 0.073 | — |
| 2011 | 0.015 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.040 | 0.008 | 0.018 | 0.003 |
| 2023 | 0.030 | 0.011 | -0.018 | 0.033 |
| 2022 | -0.055 | -0.082 | -0.039 | 0.010 |
| 2021 | 0.019 | 0.028 | -0.005 | 0.023 |
| 2020 | -0.074 | 0.068 | 0.018 | 0.037 |
| 2019 | 0.063 | 0.021 | 0.019 | 0.008 |
| 2018 | -0.019 | 0.009 | 0.002 | -0.038 |
| 2017 | 0.022 | 0.003 | 0.014 | 0.022 |
| 2016 | -0.002 | 0.025 | 0.017 | -0.003 |
| 2015 | 0.020 | -0.024 | -0.014 | 0.018 |
| 2014 | 0.020 | 0.026 | 0.019 | 0.029 |
| 2013 | 0.041 | -0.021 | 0.016 | 0.011 |
| 2012 | 0.031 | 0.003 | 0.028 | 0.010 |
| 2011 | 0.005 | -0.009 | -0.018 | 0.036 |
| 2010 | 0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.004 |
| 5 years | 0.015 |
| 10 years | 0.018 |