Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 65 |
| 1 month | -0.004 | 0 | 94 |
| 3 months | -0.023 | 0 | 68 |
| 1 year | 0.010 | 0 | 86 |
| 3 years | 0.032 | 0 | 79 |
| 5 years | 0.069 | 0 | 80 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.034 | — |
| 2023 | 0.052 | — |
| 2022 | 0.033 | — |
| 2021 | 0.163 | — |
| 2020 | -0.137 | — |
| 2019 | 0.181 | — |
| 2018 | -0.095 | — |
| 2017 | 0.043 | — |
| 2016 | 0.035 | — |
| 2015 | 0.058 | — |
| 2014 | 0.050 | — |
| 2013 | 0.173 | — |
| 2012 | 0.099 | — |
| 2011 | 0.072 | — |
| 2010 | 0.097 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.012 | 0.026 | 0.020 | -0.024 |
| 2023 | 0.032 | -0.023 | 0.026 | 0.017 |
| 2022 | 0.029 | -0.026 | -0.032 | 0.065 |
| 2021 | 0.036 | 0.052 | 0.026 | 0.040 |
| 2020 | -0.223 | 0.082 | -0.038 | 0.067 |
| 2019 | 0.078 | 0.004 | 0.024 | 0.065 |
| 2018 | -0.065 | 0.067 | -0.003 | -0.090 |
| 2017 | 0.050 | 0.016 | -0.025 | 0.002 |
| 2016 | -0.012 | 0.010 | 0.052 | -0.014 |
| 2015 | 0.050 | -0.019 | -0.016 | 0.044 |
| 2014 | 0.016 | 0.029 | -0.009 | 0.014 |
| 2013 | 0.097 | -0.001 | 0.031 | 0.039 |
| 2012 | 0.042 | 0.007 | 0.044 | 0.004 |
| 2011 | 0.015 | 0.036 | -0.039 | 0.060 |
| 2010 | 0.031 | -0.060 | 0.089 | 0.040 |
| 2009 | 0.065 | 0.137 | 0.063 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.032 |
| 5 years | 0.069 |
| 10 years | 0.028 |