Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 53 |
| 1 month | -0.016 | 0 | 76 |
| 3 months | -0.026 | 0 | 40 |
| 1 year | 0.073 | 0 | 90 |
| 3 years | 0.034 | 0 | 95 |
| 5 years | 0.034 | 0 | 98 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.048 | — |
| 2022 | -0.066 | — |
| 2021 | 0.055 | — |
| 2020 | 0.026 | — |
| 2019 | 0.083 | — |
| 2018 | -0.022 | — |
| 2017 | 0.031 | — |
| 2016 | 0.034 | — |
| 2015 | 0.022 | — |
| 2014 | 0.075 | — |
| 2013 | 0.101 | — |
| 2012 | 0.055 | — |
| 2011 | 0.021 | — |
| 2010 | 0.056 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.021 | 0.000 | 0.053 | 0.004 |
| 2023 | 0.023 | -0.002 | -0.032 | 0.060 |
| 2022 | -0.024 | -0.065 | -0.013 | 0.036 |
| 2021 | 0.002 | 0.023 | 0.000 | 0.029 |
| 2020 | -0.077 | 0.054 | 0.014 | 0.040 |
| 2019 | 0.050 | 0.010 | 0.009 | 0.011 |
| 2018 | -0.005 | 0.009 | -0.004 | -0.022 |
| 2017 | 0.017 | 0.001 | -0.011 | 0.024 |
| 2016 | -0.001 | 0.014 | 0.021 | -0.002 |
| 2015 | 0.045 | -0.018 | -0.016 | 0.013 |
| 2014 | 0.033 | 0.016 | 0.003 | 0.021 |
| 2013 | 0.037 | -0.001 | 0.021 | 0.042 |
| 2012 | 0.024 | -0.005 | 0.018 | 0.017 |
| 2011 | 0.011 | 0.006 | -0.023 | 0.027 |
| 2010 | 0.010 | -0.022 | 0.049 | 0.020 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.034 |
| 5 years | 0.034 |
| 10 years | 0.024 |