Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 67 |
| 1 month | -0.011 | 0 | 28 |
| 3 months | -0.025 | 0 | 71 |
| 1 year | 0.070 | 0 | 57 |
| 3 years | 0.042 | 0 | 33 |
| 5 years | 0.039 | 0 | 18 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.079 | — |
| 2022 | -0.118 | — |
| 2021 | 0.061 | — |
| 2020 | 0.076 | — |
| 2019 | 0.099 | — |
| 2018 | -0.038 | — |
| 2017 | 0.048 | — |
| 2016 | 0.030 | — |
| 2015 | 0.030 | — |
| 2014 | 0.070 | — |
| 2013 | 0.081 | — |
| 2012 | 0.051 | — |
| 2011 | -0.001 | — |
| 2010 | 0.047 | — |
| 2009 | 0.105 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.033 | 0.008 | 0.044 | 0.004 |
| 2023 | 0.033 | 0.005 | -0.026 | 0.068 |
| 2022 | -0.053 | -0.087 | -0.015 | 0.036 |
| 2021 | 0.000 | 0.030 | 0.001 | 0.028 |
| 2020 | -0.077 | 0.086 | 0.027 | 0.044 |
| 2019 | 0.058 | 0.017 | 0.009 | 0.012 |
| 2018 | -0.010 | 0.010 | -0.004 | -0.034 |
| 2017 | 0.018 | 0.006 | 0.000 | 0.024 |
| 2016 | -0.004 | 0.014 | 0.027 | -0.007 |
| 2015 | 0.047 | -0.019 | -0.018 | 0.022 |
| 2014 | 0.027 | 0.015 | 0.007 | 0.019 |
| 2013 | 0.030 | -0.009 | 0.019 | 0.040 |
| 2012 | 0.027 | -0.009 | 0.020 | 0.013 |
| 2011 | 0.009 | -0.001 | -0.030 | 0.022 |
| 2010 | 0.009 | -0.027 | 0.048 | 0.019 |
| 2009 | -0.017 | 0.067 | 0.045 | 0.009 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.042 |
| 5 years | 0.039 |
| 10 years | 0.030 |