Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 31 |
| 1 month | 0.003 | 0 | 18 |
| 3 months | -0.005 | 0 | 21 |
| 1 year | 0.061 | 0 | 38 |
| 3 years | 0.054 | 0 | 69 |
| 5 years | 0.091 | 0 | 71 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.127 | — |
| 2022 | -0.175 | — |
| 2021 | 0.218 | — |
| 2020 | -0.043 | — |
| 2019 | 0.209 | — |
| 2018 | -0.114 | — |
| 2017 | 0.124 | — |
| 2016 | 0.072 | — |
| 2015 | 0.071 | — |
| 2014 | 0.061 | — |
| 2013 | 0.242 | — |
| 2012 | 0.191 | — |
| 2011 | -0.125 | — |
| 2010 | 0.064 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | 0.078 | 0.022 | -0.001 | -0.022 |
| 2023 | 0.067 | 0.013 | -0.012 | 0.056 |
| 2022 | -0.082 | -0.096 | -0.071 | 0.071 |
| 2021 | 0.081 | 0.061 | 0.007 | 0.055 |
| 2020 | -0.259 | 0.152 | 0.013 | 0.106 |
| 2019 | 0.118 | 0.011 | 0.022 | 0.048 |
| 2018 | -0.040 | 0.047 | 0.010 | -0.128 |
| 2017 | 0.065 | -0.003 | 0.053 | 0.005 |
| 2016 | -0.065 | 0.003 | 0.060 | 0.078 |
| 2015 | 0.162 | -0.029 | -0.102 | 0.057 |
| 2014 | 0.035 | 0.037 | -0.003 | -0.008 |
| 2013 | 0.031 | 0.002 | 0.106 | 0.086 |
| 2012 | 0.059 | -0.020 | 0.089 | 0.054 |
| 2011 | 0.013 | 0.007 | -0.200 | 0.073 |
| 2010 | 0.020 | -0.080 | 0.074 | 0.055 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.045 |
| 5 years | 0.085 |
| 10 years | 0.036 |