Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 59 |
| 1 month | -0.002 | 0 | 59 |
| 3 months | -0.007 | 0 | 65 |
| 1 year | 0.056 | 0 | 65 |
| 3 years | 0.029 | 0 | 72 |
| 5 years | 0.030 | 0 | 79 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.089 | — |
| 2022 | -0.133 | — |
| 2021 | 0.023 | — |
| 2020 | 0.005 | — |
| 2019 | 0.104 | — |
| 2018 | -0.061 | — |
| 2017 | 0.031 | — |
| 2016 | 0.082 | — |
| 2015 | -0.009 | — |
| 2014 | 0.019 | — |
| 2013 | 0.054 | — |
| 2012 | 0.140 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.011 | 0.008 | 0.037 | 0.000 |
| 2023 | 0.011 | 0.014 | 0.003 | 0.058 |
| 2022 | -0.050 | -0.106 | -0.018 | 0.039 |
| 2021 | -0.002 | 0.022 | 0.001 | 0.001 |
| 2020 | -0.157 | 0.109 | 0.022 | 0.052 |
| 2019 | 0.062 | 0.021 | 0.002 | 0.016 |
| 2018 | -0.017 | -0.007 | 0.013 | -0.049 |
| 2017 | 0.014 | 0.016 | 0.009 | -0.007 |
| 2016 | 0.018 | 0.017 | 0.036 | 0.008 |
| 2015 | 0.028 | -0.002 | -0.037 | 0.003 |
| 2014 | 0.032 | 0.016 | -0.026 | -0.002 |
| 2013 | 0.022 | -0.019 | 0.021 | 0.030 |
| 2012 | 0.049 | 0.010 | 0.044 | 0.030 |
| 2011 | 0.051 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.011 |
| 5 years | 0.020 |
| 10 years | 0.008 |