Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | — |
| 1 month | 0.000 | 0 | — |
| 3 months | 0.014 | 0 | — |
| 1 year | 0.044 | 0 | — |
| 3 years | 0.068 | 0 | — |
| 5 years | 0.070 | 0 | — |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.077 | — |
| 2022 | 0.020 | — |
| 2021 | 0.072 | — |
| 2020 | 0.107 | — |
| 2019 | 0.096 | — |
| 2018 | 0.066 | — |
| 2017 | 0.130 | — |
| 2016 | 0.087 | — |
| 2015 | 0.014 | — |
| 2014 | 0.272 | — |
| 2013 | 0.060 | — |
| 2012 | 0.229 | — |
| 2011 | -0.166 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.025 | — | — |
| 2024 | 0.018 | 0.027 | 0.024 | -0.003 |
| 2023 | 0.007 | 0.026 | 0.014 | 0.029 |
| 2022 | 0.005 | -0.032 | 0.022 | 0.026 |
| 2021 | 0.006 | 0.025 | 0.036 | 0.003 |
| 2020 | -0.064 | 0.072 | 0.025 | 0.077 |
| 2019 | 0.038 | 0.022 | 0.010 | 0.023 |
| 2018 | -0.016 | 0.033 | 0.027 | 0.022 |
| 2017 | 0.048 | 0.032 | 0.012 | 0.032 |
| 2016 | 0.004 | 0.049 | 0.047 | -0.014 |
| 2015 | 0.033 | -0.007 | -0.014 | 0.002 |
| 2014 | 0.052 | 0.099 | 0.052 | 0.046 |
| 2013 | -0.018 | 0.038 | -0.027 | 0.069 |
| 2012 | 0.111 | 0.007 | 0.057 | 0.039 |
| 2011 | -0.039 | -0.015 | -0.084 | -0.038 |
| 2010 | 0.012 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.068 |
| 5 years | 0.070 |
| 10 years | 0.073 |