Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 10 |
| 1 month | 0.026 | 0 | 46 |
| 3 months | 0.032 | 0 | 10 |
| 1 year | 0.089 | 0 | 28 |
| 3 years | 0.110 | 0 | 40 |
| 5 years | 0.125 | 0 | 50 |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.143 | — |
| 2022 | 0.076 | — |
| 2021 | 0.102 | — |
| 2020 | 0.071 | — |
| 2019 | 0.063 | — |
| 2018 | 0.032 | — |
| 2017 | 0.210 | — |
| 2016 | 0.036 | — |
| 2015 | -0.021 | — |
| 2014 | 0.282 | — |
| 2013 | 0.070 | — |
| 2012 | 0.249 | — |
| 2011 | -0.209 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.019 | 0.038 | 0.045 | -0.028 |
| 2023 | -0.025 | 0.086 | 0.015 | 0.063 |
| 2022 | 0.006 | -0.046 | 0.076 | 0.042 |
| 2021 | -0.001 | 0.042 | 0.048 | 0.010 |
| 2020 | -0.213 | 0.192 | 0.044 | 0.094 |
| 2019 | 0.036 | 0.013 | -0.013 | 0.026 |
| 2018 | -0.027 | 0.035 | 0.029 | -0.005 |
| 2017 | 0.111 | 0.014 | 0.023 | 0.050 |
| 2016 | -0.018 | 0.063 | 0.029 | -0.035 |
| 2015 | 0.038 | -0.014 | -0.039 | -0.003 |
| 2014 | 0.058 | 0.129 | 0.047 | 0.026 |
| 2013 | -0.031 | 0.027 | -0.009 | 0.084 |
| 2012 | 0.134 | -0.001 | 0.070 | 0.030 |
| 2011 | -0.029 | -0.026 | -0.100 | -0.070 |
| 2010 | 0.036 | 0.117 | -0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.110 |
| 5 years | 0.125 |
| 10 years | 0.081 |