Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 23 |
| 1 month | 0.008 | 0 | 75 |
| 3 months | 0.042 | 0 | 61 |
| 1 year | 0.042 | 0 | 59 |
| 3 years | 0.043 | 0 | 57 |
| 5 years | 0.042 | 0 | 55 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.054 | — |
| 2023 | 0.057 | — |
| 2022 | -0.087 | — |
| 2021 | 0.084 | — |
| 2020 | 0.034 | — |
| 2019 | 0.101 | — |
| 2018 | -0.070 | — |
| 2017 | 0.065 | — |
| 2016 | 0.051 | — |
| 2015 | 0.030 | — |
| 2014 | 0.050 | — |
| 2013 | 0.160 | — |
| 2012 | 0.092 | — |
| 2011 | -0.004 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.021 | — | — |
| 2024 | 0.038 | -0.001 | 0.036 | -0.019 |
| 2023 | 0.021 | 0.008 | -0.019 | 0.047 |
| 2022 | -0.038 | -0.065 | -0.055 | 0.075 |
| 2021 | 0.041 | 0.019 | -0.015 | 0.037 |
| 2020 | -0.123 | 0.095 | 0.016 | 0.060 |
| 2019 | 0.057 | 0.005 | 0.010 | 0.026 |
| 2018 | -0.019 | 0.008 | 0.012 | -0.071 |
| 2017 | 0.025 | 0.007 | 0.015 | 0.017 |
| 2016 | 0.010 | -0.002 | 0.027 | 0.015 |
| 2015 | 0.037 | -0.015 | -0.024 | 0.033 |
| 2014 | 0.008 | 0.015 | 0.001 | 0.025 |
| 2013 | 0.065 | 0.011 | 0.038 | 0.039 |
| 2012 | 0.056 | -0.022 | 0.040 | 0.016 |
| 2011 | 0.022 | 0.008 | -0.105 | 0.080 |
| 2010 | 0.038 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.035 |
| 5 years | 0.037 |
| 10 years | 0.028 |