Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 17 |
| 1 month | 0.009 | 0 | 13 |
| 3 months | 0.014 | 0 | 19 |
| 1 year | 0.050 | 0 | 58 |
| 3 years | 0.016 | 0 | 61 |
| 5 years | 0.008 | 0 | 63 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.006 | — |
| 2023 | 0.063 | — |
| 2022 | -0.073 | — |
| 2021 | -0.018 | — |
| 2020 | 0.031 | — |
| 2019 | 0.075 | — |
| 2018 | -0.045 | — |
| 2017 | 0.030 | — |
| 2016 | 0.011 | — |
| 2015 | -0.010 | — |
| 2014 | 0.057 | — |
| 2013 | 0.013 | — |
| 2012 | 0.176 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | -0.003 | -0.004 | 0.037 | -0.023 |
| 2023 | 0.003 | 0.011 | -0.028 | 0.078 |
| 2022 | -0.017 | -0.054 | -0.039 | 0.036 |
| 2021 | -0.017 | 0.007 | -0.002 | -0.006 |
| 2020 | -0.039 | 0.046 | 0.007 | 0.018 |
| 2019 | 0.037 | 0.024 | 0.014 | -0.001 |
| 2018 | -0.009 | -0.020 | -0.003 | -0.015 |
| 2017 | 0.015 | 0.009 | -0.002 | 0.007 |
| 2016 | -0.008 | 0.010 | 0.023 | -0.014 |
| 2015 | 0.033 | -0.027 | -0.018 | 0.002 |
| 2014 | 0.029 | 0.021 | -0.001 | 0.007 |
| 2013 | -0.002 | -0.016 | 0.011 | 0.021 |
| 2012 | 0.116 | -0.005 | 0.031 | 0.027 |
| 2011 | -0.079 | 0.036 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.016 |
| 5 years | 0.008 |
| 10 years | 0.005 |