Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | — |
| 1 month | 0.004 | 0 | — |
| 3 months | 0.009 | 0 | — |
| 1 year | 0.045 | 0 | — |
| 3 years | 0.011 | 0 | — |
| 5 years | 0.004 | 0 | — |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.039 | — |
| 2022 | -0.094 | — |
| 2021 | -0.010 | — |
| 2020 | 0.029 | — |
| 2019 | 0.064 | — |
| 2018 | 0.023 | — |
| 2017 | 0.024 | — |
| 2016 | 0.054 | — |
| 2015 | -0.001 | — |
| 2014 | 0.211 | — |
| 2013 | 0.172 | — |
| 2012 | 0.044 | — |
| 2011 | -0.042 | — |
| 2010 | -0.044 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.001 | 0.007 | 0.018 | 0.008 |
| 2023 | 0.011 | -0.005 | 0.007 | 0.026 |
| 2022 | -0.033 | -0.030 | -0.026 | -0.008 |
| 2021 | -0.006 | -0.002 | 0.003 | -0.005 |
| 2020 | -0.021 | 0.028 | 0.013 | 0.010 |
| 2019 | 0.029 | 0.037 | 0.013 | -0.016 |
| 2018 | 0.035 | -0.011 | -0.008 | 0.007 |
| 2017 | -0.014 | 0.022 | 0.007 | 0.009 |
| 2016 | 0.043 | 0.018 | 0.036 | -0.043 |
| 2015 | 0.056 | -0.117 | 0.052 | 0.019 |
| 2014 | 0.067 | 0.040 | 0.051 | 0.039 |
| 2013 | 0.014 | 0.059 | 0.064 | 0.027 |
| 2012 | 0.011 | -0.079 | 0.047 | 0.071 |
| 2011 | 0.039 | -0.011 | -0.089 | 0.024 |
| 2010 | 0.000 | -0.034 | 0.053 | -0.059 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.011 |
| 5 years | 0.004 |
| 10 years | 0.014 |