Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 29 |
| 1 month | -0.018 | 0 | 62 |
| 3 months | -0.031 | 0 | 33 |
| 1 year | 0.039 | 0 | 23 |
| 3 years | 0.006 | 0 | 63 |
| 5 years | 0.032 | 0 | 32 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.045 | — |
| 2022 | -0.144 | — |
| 2021 | 0.089 | — |
| 2020 | 0.045 | — |
| 2019 | 0.141 | — |
| 2018 | -0.065 | — |
| 2017 | 0.087 | — |
| 2016 | 0.037 | — |
| 2015 | -0.018 | — |
| 2014 | 0.084 | — |
| 2013 | 0.057 | — |
| 2012 | 0.086 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.048 | 0.011 | 0.021 | 0.001 |
| 2023 | 0.029 | 0.008 | -0.017 | 0.025 |
| 2022 | -0.039 | -0.088 | -0.043 | 0.020 |
| 2021 | 0.031 | 0.041 | -0.007 | 0.022 |
| 2020 | -0.106 | 0.084 | 0.027 | 0.051 |
| 2019 | 0.076 | 0.024 | 0.014 | 0.022 |
| 2018 | -0.022 | 0.006 | 0.004 | -0.053 |
| 2017 | 0.031 | 0.007 | 0.022 | 0.025 |
| 2016 | -0.008 | 0.029 | 0.016 | 0.000 |
| 2015 | 0.015 | -0.024 | -0.029 | 0.020 |
| 2014 | 0.023 | 0.027 | 0.013 | 0.019 |
| 2013 | 0.047 | -0.027 | 0.023 | 0.014 |
| 2012 | 0.041 | -0.006 | 0.042 | 0.007 |
| 2011 | 0.040 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | -0.006 |
| 5 years | 0.025 |
| 10 years | 0.021 |