Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 64 |
| 1 month | 0 | 0 | 64 |
| 3 months | -0.002 | 0 | 66 |
| 1 year | 0.073 | 0 | 62 |
| 3 years | 0.048 | 0 | 68 |
| 5 years | 0.057 | 0 | 42 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.101 | — |
| 2022 | -0.098 | — |
| 2021 | 0.027 | — |
| 2020 | 0.063 | — |
| 2019 | 0.124 | — |
| 2018 | -0.045 | — |
| 2017 | 0.069 | — |
| 2016 | 0.113 | — |
| 2015 | -0.021 | — |
| 2014 | 0.029 | — |
| 2013 | 0.003 | — |
| 2012 | 0.188 | — |
| 2011 | 0.033 | — |
| 2010 | 0.143 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.009 | 0.013 | 0.044 | 0.000 |
| 2023 | 0.014 | 0.017 | 0.002 | 0.066 |
| 2022 | -0.043 | -0.092 | -0.015 | 0.054 |
| 2021 | 0.004 | 0.020 | 0.002 | 0 |
| 2020 | -0.151 | 0.115 | 0.049 | 0.070 |
| 2019 | 0.062 | 0.029 | -0.001 | 0.031 |
| 2018 | -0.014 | -0.019 | 0.019 | -0.031 |
| 2017 | 0.026 | 0.016 | 0.020 | 0.006 |
| 2016 | 0.016 | 0.038 | 0.049 | 0.006 |
| 2015 | 0.020 | 0.003 | -0.045 | 0.001 |
| 2014 | 0.030 | 0.040 | -0.025 | -0.014 |
| 2013 | 0.009 | -0.057 | 0.026 | 0.027 |
| 2012 | 0.073 | -0.002 | 0.069 | 0.037 |
| 2011 | 0.026 | 0.017 | -0.060 | 0.052 |
| 2010 | 0.051 | -0.004 | 0.081 | 0.010 |
| 2009 | 0.214 | 0.137 | 0.047 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.030 |
| 5 years | 0.046 |
| 10 years | 0.029 |