Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | — |
| 1 month | -0.009 | 0 | — |
| 3 months | -0.010 | 0 | — |
| 1 year | 0.060 | 0 | — |
| 3 years | 0.063 | 0 | — |
| 5 years | 0.055 | 0 | — |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.081 | — |
| 2022 | -0.050 | — |
| 2021 | 0.017 | — |
| 2020 | -0.004 | — |
| 2019 | 0.095 | — |
| 2018 | -0.017 | — |
| 2017 | 0.071 | — |
| 2016 | 0.089 | — |
| 2015 | -0.023 | — |
| 2014 | -0.037 | — |
| 2013 | 0.030 | — |
| 2012 | 0.129 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.036 | 0.015 | 0.023 | 0.024 |
| 2023 | 0.009 | 0.025 | 0.012 | 0.034 |
| 2022 | -0.035 | -0.084 | 0.016 | 0.059 |
| 2021 | 0.011 | 0.009 | 0.001 | -0.004 |
| 2020 | -0.153 | 0.091 | 0.024 | 0.054 |
| 2019 | 0.044 | 0.016 | 0.003 | 0.030 |
| 2018 | 0 | -0.009 | 0.021 | -0.028 |
| 2017 | 0.029 | 0.016 | 0.017 | 0.008 |
| 2016 | -0.002 | 0.030 | 0.041 | 0.018 |
| 2015 | 0.014 | 0.006 | -0.055 | 0.012 |
| 2014 | 0.007 | 0.025 | -0.028 | -0.040 |
| 2013 | 0.006 | -0.018 | 0.016 | 0.027 |
| 2012 | 0.052 | 0.004 | 0.042 | 0.026 |
| 2011 | -0.054 | 0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.045 |
| 5 years | 0.044 |
| 10 years | 0.027 |