Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 6 |
| 1 month | -0.014 | 0 | 21 |
| 3 months | -0.023 | 0 | 7 |
| 1 year | 0.046 | 0 | 11 |
| 3 years | 0.022 | 0 | 32 |
| 5 years | 0.030 | 0 | 72 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.054 | — |
| 2023 | 0.022 | — |
| 2022 | -0.103 | — |
| 2021 | -0.112 | — |
| 2020 | 0.193 | — |
| 2019 | 0.225 | — |
| 2018 | -0.113 | — |
| 2017 | 0.241 | — |
| 2016 | 0.344 | — |
| 2015 | -0.079 | — |
| 2014 | 0.014 | — |
| 2013 | -0.036 | — |
| 2012 | 0.072 | — |
| 2011 | -0.171 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | 0.021 | 0.023 | 0.027 | -0.017 |
| 2023 | 0.021 | -0.018 | -0.020 | 0.041 |
| 2022 | -0.065 | -0.042 | -0.026 | 0.026 |
| 2021 | 0.007 | 0.050 | -0.109 | -0.058 |
| 2020 | -0.180 | 0.243 | 0.022 | 0.144 |
| 2019 | 0.110 | 0.035 | 0.024 | 0.041 |
| 2018 | -0.023 | -0.013 | -0.026 | -0.056 |
| 2017 | 0.115 | 0.026 | 0.052 | 0.032 |
| 2016 | 0.087 | 0.128 | 0.125 | -0.025 |
| 2015 | 0.053 | -0.043 | -0.137 | 0.058 |
| 2014 | -0.018 | 0.029 | 0.023 | -0.019 |
| 2013 | 0.055 | -0.055 | -0.011 | -0.022 |
| 2012 | 0.062 | -0.068 | 0.037 | 0.044 |
| 2011 | -0.034 | -0.015 | -0.164 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.022 |
| 5 years | 0.030 |
| 10 years | 0.049 |