Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 4 |
| 1 month | -0.006 | 0 | 11 |
| 3 months | -0.014 | 0 | 4 |
| 1 year | 0.099 | 0 | 2 |
| 3 years | 0.062 | 0 | 6 |
| 5 years | 0.088 | 0 | 12 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.082 | — |
| 2022 | -0.102 | — |
| 2021 | 0.169 | — |
| 2020 | -0.018 | — |
| 2019 | 0.199 | — |
| 2018 | -0.109 | — |
| 2017 | 0.073 | — |
| 2016 | 0.042 | — |
| 2015 | 0.109 | — |
| 2014 | 0.098 | — |
| 2013 | 0.196 | — |
| 2012 | 0.111 | — |
| 2011 | -0.081 | — |
| 2010 | 0.089 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | — | — | — |
| 2024 | 0.064 | 0.006 | 0.042 | 0.005 |
| 2023 | 0.040 | 0.001 | -0.002 | 0.042 |
| 2022 | -0.053 | -0.078 | -0.027 | 0.057 |
| 2021 | 0.085 | 0.036 | 0.007 | 0.034 |
| 2020 | -0.201 | 0.124 | 0.002 | 0.090 |
| 2019 | 0.105 | 0.027 | 0.030 | 0.026 |
| 2018 | -0.027 | 0.019 | 0.012 | -0.112 |
| 2017 | 0.044 | 0.004 | 0.025 | -0.001 |
| 2016 | -0.067 | 0.002 | 0.044 | 0.068 |
| 2015 | 0.151 | -0.029 | -0.072 | 0.069 |
| 2014 | 0.025 | 0.021 | 0.023 | 0.025 |
| 2013 | 0.050 | 0.012 | 0.072 | 0.051 |
| 2012 | 0.076 | -0.042 | 0.052 | 0.024 |
| 2011 | 0.015 | -0.002 | -0.141 | 0.056 |
| 2010 | 0.039 | -0.069 | 0.071 | 0.050 |
| 2009 | 0.176 | 0.047 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.053 |
| 5 years | 0.082 |
| 10 years | 0.038 |