Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 10 |
| 1 month | 0.020 | 0 | 13 |
| 3 months | 0.043 | 0 | 10 |
| 1 year | 0.118 | 0 | 12 |
| 3 years | 0.075 | 0 | 54 |
| 5 years | 0.063 | 0 | 36 |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.059 | — |
| 2022 | 0.016 | — |
| 2021 | 0.031 | — |
| 2020 | 0.114 | — |
| 2019 | 0.106 | — |
| 2018 | 0.047 | — |
| 2017 | 0.030 | — |
| 2016 | 0.131 | — |
| 2015 | 0.067 | — |
| 2014 | 0.139 | — |
| 2013 | -0.017 | — |
| 2012 | 0.104 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | — | — | — |
| 2024 | 0.033 | 0.017 | 0.032 | 0.006 |
| 2023 | 0.014 | 0.018 | 0.012 | 0.013 |
| 2022 | -0.004 | -0.012 | 0.016 | 0.016 |
| 2021 | -0.005 | 0.009 | 0.024 | 0.003 |
| 2020 | 0.036 | 0.043 | 0.003 | 0.028 |
| 2019 | 0.021 | 0.036 | 0.025 | 0.020 |
| 2018 | 0.006 | -0.014 | 0.009 | 0.046 |
| 2017 | 0.003 | 0.023 | 0.013 | -0.008 |
| 2016 | 0.030 | 0.024 | 0.052 | 0.019 |
| 2015 | 0.025 | -0.003 | 0.043 | 0.000 |
| 2014 | 0.023 | 0.039 | 0.021 | 0.050 |
| 2013 | 0.015 | 0.026 | -0.087 | 0.033 |
| 2012 | 0.016 | 0.029 | 0.035 | 0.020 |
| 2011 | 0.012 | 0.023 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.118 |
| 3 years | 0.075 |
| 5 years | 0.063 |
| 10 years | 0.071 |