Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 56 |
| 1 month | 0.006 | 0 | 76 |
| 3 months | 0.026 | 0 | 44 |
| 1 year | 0.067 | 0 | 27 |
| 3 years | 0.072 | 0 | 19 |
| 5 years | 0.031 | 0 | 28 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.096 | — |
| 2022 | -0.133 | — |
| 2021 | 0.021 | — |
| 2020 | 0.065 | — |
| 2019 | 0.094 | — |
| 2018 | -0.024 | — |
| 2017 | 0.089 | — |
| 2016 | 0.054 | — |
| 2015 | 0.036 | — |
| 2014 | 0.068 | — |
| 2013 | 0.107 | — |
| 2012 | 0.242 | — |
| 2011 | -0.019 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.023 | — | — |
| 2024 | 0.028 | 0.014 | 0.040 | 0.005 |
| 2023 | 0.003 | 0.014 | 0.005 | 0.073 |
| 2022 | -0.046 | -0.088 | -0.058 | 0.059 |
| 2021 | 0.007 | 0.017 | 0.004 | -0.007 |
| 2020 | -0.100 | 0.092 | 0.033 | 0.050 |
| 2019 | 0.030 | 0.028 | 0.017 | 0.017 |
| 2018 | -0.002 | -0.011 | 0.008 | -0.019 |
| 2017 | 0.031 | 0.024 | 0.017 | 0.013 |
| 2016 | -0.012 | 0.011 | 0.048 | 0.007 |
| 2015 | 0.045 | -0.005 | -0.012 | 0.008 |
| 2014 | 0.030 | 0.035 | -0.007 | 0.009 |
| 2013 | 0.022 | -0.011 | 0.042 | 0.051 |
| 2012 | 0.109 | -0.012 | 0.068 | 0.061 |
| 2011 | 0.034 | 0.004 | -0.091 | 0.040 |
| 2010 | 0.024 | -0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.072 |
| 5 years | 0.031 |
| 10 years | 0.038 |