Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 44 |
| 1 month | -0.015 | 0 | 76 |
| 3 months | -0.032 | 0 | 46 |
| 1 year | 0.099 | 0 | 42 |
| 3 years | 0.055 | 0 | 52 |
| 5 years | 0.068 | 0 | 78 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.083 | — |
| 2022 | -0.093 | — |
| 2021 | 0.133 | — |
| 2020 | 0.043 | — |
| 2019 | 0.129 | — |
| 2018 | -0.060 | — |
| 2017 | 0.058 | — |
| 2016 | 0.075 | — |
| 2015 | 0.005 | — |
| 2014 | 0.100 | — |
| 2013 | 0.151 | — |
| 2012 | 0.050 | — |
| 2011 | -0.012 | — |
| 2010 | 0.077 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.042 | -0.004 | 0.066 | 0.015 |
| 2023 | 0.033 | 0.009 | -0.033 | 0.074 |
| 2022 | -0.024 | -0.102 | -0.012 | 0.047 |
| 2021 | 0.034 | 0.043 | 0.001 | 0.049 |
| 2020 | -0.121 | 0.093 | 0.025 | 0.060 |
| 2019 | 0.079 | 0.016 | 0.012 | 0.018 |
| 2018 | -0.017 | 0.024 | -0.001 | -0.066 |
| 2017 | 0.019 | -0.001 | 0.004 | 0.036 |
| 2016 | -0.005 | 0.020 | 0.033 | 0.025 |
| 2015 | 0.046 | -0.021 | -0.034 | 0.016 |
| 2014 | 0.040 | 0.026 | 0.008 | 0.022 |
| 2013 | 0.053 | -0.004 | 0.030 | 0.066 |
| 2012 | 0.037 | -0.025 | 0.028 | 0.011 |
| 2011 | 0.027 | -0.013 | -0.057 | 0.033 |
| 2010 | 0.018 | -0.044 | 0.062 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.055 |
| 5 years | 0.068 |
| 10 years | 0.043 |