Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 41 |
| 1 month | -0.015 | 0 | 77 |
| 3 months | -0.031 | 0 | 43 |
| 1 year | 0.099 | 0 | 42 |
| 3 years | 0.054 | 0 | 55 |
| 5 years | 0.069 | 0 | 74 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.078 | — |
| 2022 | -0.091 | — |
| 2021 | 0.136 | — |
| 2020 | 0.044 | — |
| 2019 | 0.130 | — |
| 2018 | -0.061 | — |
| 2017 | 0.064 | — |
| 2016 | 0.076 | — |
| 2015 | 0.005 | — |
| 2014 | 0.098 | — |
| 2013 | 0.151 | — |
| 2012 | 0.052 | — |
| 2011 | -0.013 | — |
| 2010 | 0.075 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.042 | -0.003 | 0.066 | 0.013 |
| 2023 | 0.032 | 0.006 | -0.033 | 0.073 |
| 2022 | -0.022 | -0.101 | -0.012 | 0.047 |
| 2021 | 0.035 | 0.045 | 0.002 | 0.049 |
| 2020 | -0.124 | 0.094 | 0.025 | 0.062 |
| 2019 | 0.080 | 0.017 | 0.013 | 0.016 |
| 2018 | -0.017 | 0.025 | 0.000 | -0.068 |
| 2017 | 0.020 | -0.002 | 0.007 | 0.038 |
| 2016 | -0.005 | 0.018 | 0.034 | 0.028 |
| 2015 | 0.045 | -0.021 | -0.032 | 0.015 |
| 2014 | 0.039 | 0.026 | 0.008 | 0.022 |
| 2013 | 0.053 | -0.004 | 0.029 | 0.067 |
| 2012 | 0.037 | -0.025 | 0.028 | 0.011 |
| 2011 | 0.027 | -0.013 | -0.058 | 0.033 |
| 2010 | 0.018 | -0.045 | 0.061 | 0.042 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.054 |
| 5 years | 0.069 |
| 10 years | 0.044 |