Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 43 |
| 1 month | 0.001 | 0 | 29 |
| 3 months | -0.016 | 0 | 44 |
| 1 year | 0.043 | 0 | 36 |
| 3 years | 0.020 | 0 | 40 |
| 5 years | 0.022 | 0 | 43 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.071 | — |
| 2022 | -0.124 | — |
| 2021 | 0.037 | — |
| 2020 | 0.019 | — |
| 2019 | 0.086 | — |
| 2018 | -0.033 | — |
| 2017 | 0.018 | — |
| 2016 | 0.023 | — |
| 2015 | 0.031 | — |
| 2014 | 0.069 | — |
| 2013 | 0.041 | — |
| 2012 | 0.067 | — |
| 2011 | -0.008 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.018 | 0.003 | 0.027 | 0.006 |
| 2023 | 0.021 | 0.004 | -0.007 | 0.052 |
| 2022 | -0.052 | -0.062 | -0.027 | 0.012 |
| 2021 | 0.013 | 0.019 | -0.001 | 0.006 |
| 2020 | -0.097 | 0.069 | 0.012 | 0.042 |
| 2019 | 0.041 | 0.019 | 0.015 | 0.009 |
| 2018 | -0.012 | 0.008 | 0.002 | -0.031 |
| 2017 | 0.013 | -0.006 | 0.004 | 0.007 |
| 2016 | -0.007 | 0.007 | 0.013 | 0.011 |
| 2015 | 0.048 | -0.017 | -0.019 | 0.020 |
| 2014 | 0.011 | 0.018 | 0.012 | 0.026 |
| 2013 | 0.027 | -0.010 | 0.008 | 0.016 |
| 2012 | 0.027 | 0.002 | 0.022 | 0.015 |
| 2011 | -0.005 | 0.000 | -0.026 | 0.024 |
| 2010 | 0.013 | 0.009 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | -0.001 |
| 5 years | 0.009 |
| 10 years | 0.006 |