Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 73 |
| 1 month | -0.010 | 0 | 71 |
| 3 months | 0.000 | 0 | 76 |
| 1 year | 0.055 | 0 | 61 |
| 3 years | 0.023 | 0 | 47 |
| 5 years | 0.017 | 0 | 49 |
| 10 years | 0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.059 | — |
| 2022 | -0.187 | — |
| 2021 | -0.005 | — |
| 2020 | 0.032 | — |
| 2019 | 0.107 | — |
| 2018 | -0.095 | — |
| 2017 | 0.062 | — |
| 2016 | 0.064 | — |
| 2015 | -0.007 | — |
| 2014 | 0.049 | — |
| 2013 | -0.038 | — |
| 2012 | 0.201 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.027 | 0.004 | 0.039 | -0.011 |
| 2023 | -0.016 | 0.017 | -0.002 | 0.061 |
| 2022 | -0.121 | -0.085 | -0.055 | 0.070 |
| 2021 | -0.007 | 0.015 | 0.003 | -0.016 |
| 2020 | -0.169 | 0.142 | 0.021 | 0.064 |
| 2019 | 0.047 | 0.026 | 0.013 | 0.018 |
| 2018 | -0.023 | -0.046 | -0.007 | -0.022 |
| 2017 | 0.026 | 0.008 | 0.021 | 0.005 |
| 2016 | 0.020 | 0.030 | 0.030 | -0.017 |
| 2015 | 0.019 | 0.003 | -0.030 | 0.001 |
| 2014 | 0.029 | 0.053 | -0.007 | -0.025 |
| 2013 | 0.008 | -0.061 | 0.000 | 0.016 |
| 2012 | 0.070 | 0.009 | 0.067 | 0.042 |
| 2011 | -0.068 | 0.067 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.005 |
| 5 years | 0.006 |
| 10 years | -0.003 |