Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 52 |
| 1 month | 0.015 | 0 | 49 |
| 3 months | 0.050 | 0 | 43 |
| 1 year | 0.050 | 0 | 43 |
| 3 years | 0.039 | 0 | 62 |
| 5 years | 0.026 | 0 | 81 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.096 | — |
| 2022 | -0.193 | — |
| 2021 | 0.090 | — |
| 2020 | 0.080 | — |
| 2019 | 0.148 | — |
| 2018 | -0.091 | — |
| 2017 | 0.080 | — |
| 2016 | -0.027 | — |
| 2015 | 0.038 | — |
| 2014 | -0.026 | — |
| 2013 | 0.203 | — |
| 2012 | 0.177 | — |
| 2011 | -0.119 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | 0.021 | — | — |
| 2024 | 0.047 | 0.009 | 0.024 | 0.013 |
| 2023 | 0.036 | 0.014 | -0.019 | 0.063 |
| 2022 | -0.067 | -0.118 | -0.029 | 0.011 |
| 2021 | 0.027 | 0.046 | -0.011 | 0.025 |
| 2020 | -0.084 | 0.106 | 0.028 | 0.037 |
| 2019 | 0.080 | 0.017 | 0.023 | 0.021 |
| 2018 | -0.030 | -0.002 | -0.016 | -0.046 |
| 2017 | 0.036 | 0.000 | 0.039 | 0.002 |
| 2016 | -0.033 | -0.013 | 0.016 | 0.003 |
| 2015 | 0.129 | -0.065 | -0.062 | 0.049 |
| 2014 | -0.006 | 0.007 | -0.025 | -0.002 |
| 2013 | 0.032 | 0.005 | 0.058 | 0.095 |
| 2012 | 0.102 | -0.053 | 0.062 | 0.061 |
| 2011 | -0.003 | 0.037 | -0.149 | 0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.022 |
| 5 years | 0.015 |
| 10 years | 0.014 |