Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 33 |
| 1 month | 0.009 | 0 | 71 |
| 3 months | 0.050 | 0 | 50 |
| 1 year | 0.035 | 0 | 67 |
| 3 years | 0.027 | 0 | 81 |
| 5 years | 0.016 | 0 | 89 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.075 | — |
| 2022 | -0.179 | — |
| 2021 | 0.056 | — |
| 2020 | 0.016 | — |
| 2019 | 0.106 | — |
| 2018 | -0.110 | — |
| 2017 | 0.034 | — |
| 2016 | 0.036 | — |
| 2015 | -0.013 | — |
| 2014 | 0.050 | — |
| 2013 | 0.039 | — |
| 2012 | 0.111 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | 0.035 | — | — |
| 2024 | 0.030 | 0.002 | 0.033 | -0.018 |
| 2023 | 0.026 | 0.013 | -0.032 | 0.068 |
| 2022 | -0.048 | -0.122 | -0.045 | 0.029 |
| 2021 | 0.009 | 0.026 | -0.003 | 0.023 |
| 2020 | -0.153 | 0.097 | 0.028 | 0.063 |
| 2019 | 0.060 | 0.020 | 0.004 | 0.020 |
| 2018 | -0.040 | 0.003 | 0.011 | -0.085 |
| 2017 | 0.026 | 0.002 | 0.001 | 0.004 |
| 2016 | -0.021 | 0.006 | 0.028 | 0.024 |
| 2015 | 0.057 | -0.029 | -0.077 | 0.041 |
| 2014 | 0.010 | 0.037 | -0.009 | 0.011 |
| 2013 | 0.044 | -0.036 | 0.014 | 0.018 |
| 2012 | 0.045 | -0.001 | 0.050 | 0.014 |
| 2011 | -0.079 | 0.051 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.017 |
| 5 years | 0.010 |
| 10 years | -0.001 |