Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.085 | 0 | 1 |
| 1 month | 0.036 | 0 | 1 |
| 3 months | 0.062 | 0 | 1 |
| 1 year | 0.034 | 0 | 87 |
| 3 years | -0.047 | 0 | 100 |
| 5 years | -0.046 | 0 | 100 |
| 10 years | -0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.141 | — |
| 2023 | -0.012 | — |
| 2022 | -0.079 | — |
| 2021 | -0.065 | — |
| 2020 | -0.058 | — |
| 2019 | -0.028 | — |
| 2018 | -0.019 | — |
| 2017 | -0.008 | — |
| 2016 | 0.028 | — |
| 2015 | -0.061 | — |
| 2014 | 0.005 | — |
| 2013 | 0.002 | — |
| 2012 | 0.147 | — |
| 2011 | -0.038 | — |
| 2010 | 0.109 | — |
| 2009 | 0.176 | — |
| 2008 | 0.072 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | -0.051 | -0.049 | 0.091 | -0.128 |
| 2023 | 0.005 | -0.034 | -0.059 | 0.083 |
| 2022 | 0.012 | -0.081 | -0.074 | 0.068 |
| 2021 | -0.030 | -0.003 | -0.024 | -0.008 |
| 2020 | -0.059 | 0.001 | -0.011 | 0.011 |
| 2019 | 0.008 | 0.003 | -0.042 | 0.003 |
| 2018 | 0.003 | -0.033 | 0.002 | 0.009 |
| 2017 | 0.036 | -0.020 | 0.005 | -0.028 |
| 2016 | -0.015 | -0.016 | -0.020 | 0.082 |
| 2015 | 0.001 | -0.008 | -0.076 | 0.023 |
| 2014 | 0.004 | 0.022 | 0.002 | -0.022 |
| 2013 | 0.013 | -0.033 | 0.005 | 0.018 |
| 2012 | 0.071 | -0.014 | 0.050 | 0.035 |
| 2011 | 0.015 | 0.021 | -0.080 | 0.010 |
| 2010 | 0.063 | -0.026 | 0.060 | 0.011 |
| 2009 | -0.001 | 0.075 | 0.068 | 0.024 |
| 2008 | 0.061 | -0.050 | 0.014 | 0.049 |
| 2007 | 0.029 | 0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | -0.056 |
| 5 years | -0.051 |
| 10 years | -0.041 |