Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 42 |
| 1 month | -0.014 | 0 | 59 |
| 3 months | -0.023 | 0 | 27 |
| 1 year | 0.074 | 0 | 88 |
| 3 years | 0.031 | 0 | 97 |
| 5 years | 0.029 | 0 | 100 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.049 | — |
| 2022 | -0.086 | — |
| 2021 | 0.048 | — |
| 2020 | 0.041 | — |
| 2019 | 0.089 | — |
| 2018 | -0.024 | — |
| 2017 | 0.044 | — |
| 2016 | 0.038 | — |
| 2015 | 0.025 | — |
| 2014 | 0.063 | — |
| 2013 | 0.080 | — |
| 2012 | 0.059 | — |
| 2011 | 0.024 | — |
| 2010 | 0.066 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.019 | 0.001 | 0.052 | 0.003 |
| 2023 | 0.028 | -0.005 | -0.036 | 0.063 |
| 2022 | -0.029 | -0.070 | -0.018 | 0.032 |
| 2021 | -0.004 | 0.025 | 0.000 | 0.026 |
| 2020 | -0.071 | 0.063 | 0.014 | 0.039 |
| 2019 | 0.055 | 0.014 | 0.008 | 0.010 |
| 2018 | -0.002 | 0.010 | -0.006 | -0.025 |
| 2017 | 0.021 | 0.005 | -0.007 | 0.024 |
| 2016 | -0.001 | 0.022 | 0.026 | -0.009 |
| 2015 | 0.045 | -0.017 | -0.021 | 0.019 |
| 2014 | 0.035 | 0.014 | 0.002 | 0.010 |
| 2013 | 0.028 | -0.011 | 0.021 | 0.040 |
| 2012 | 0.024 | -0.007 | 0.023 | 0.019 |
| 2011 | 0.011 | 0.002 | -0.011 | 0.021 |
| 2010 | 0.009 | -0.009 | 0.048 | 0.018 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.031 |
| 5 years | 0.029 |
| 10 years | 0.025 |