Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 46 |
| 1 month | -0.002 | 0 | 37 |
| 3 months | -0.022 | 0 | 31 |
| 1 year | 0.058 | 0 | 20 |
| 3 years | 0.034 | 0 | 31 |
| 5 years | 0.037 | 0 | 71 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.084 | — |
| 2022 | -0.108 | — |
| 2021 | 0.049 | — |
| 2020 | 0.064 | — |
| 2019 | 0.108 | — |
| 2018 | -0.036 | — |
| 2017 | 0.071 | — |
| 2016 | 0.093 | — |
| 2015 | -0.016 | — |
| 2014 | 0.035 | — |
| 2013 | 0.051 | — |
| 2012 | 0.070 | — |
| 2011 | -0.048 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.022 | 0.013 | 0.020 | 0.015 |
| 2023 | 0.028 | 0.007 | -0.008 | 0.056 |
| 2022 | -0.041 | -0.065 | -0.024 | 0.020 |
| 2021 | -0.005 | 0.036 | 0 | 0.017 |
| 2020 | -0.081 | 0.096 | 0.013 | 0.043 |
| 2019 | 0.048 | 0.032 | 0.016 | 0.009 |
| 2018 | -0.024 | 0.015 | 0.017 | -0.043 |
| 2017 | 0.025 | 0.009 | 0.013 | 0.023 |
| 2016 | 0.013 | 0.023 | 0.034 | 0.020 |
| 2015 | 0.023 | -0.017 | -0.045 | 0.024 |
| 2014 | 0.009 | 0.023 | -0.004 | 0.006 |
| 2013 | 0.028 | -0.025 | 0.027 | 0.021 |
| 2012 | 0.053 | -0.025 | 0.033 | 0.009 |
| 2011 | 0.014 | -0.004 | -0.078 | 0.024 |
| 2010 | 0.034 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.018 |
| 5 years | 0.027 |
| 10 years | 0.028 |