Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 2 |
| 1 month | 0.006 | 0 | 29 |
| 3 months | 0.023 | 0 | 2 |
| 1 year | 0.052 | 0 | 27 |
| 3 years | 0.040 | 0 | 13 |
| 5 years | 0.050 | 0 | 5 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.024 | — |
| 2023 | 0.080 | — |
| 2022 | -0.037 | — |
| 2021 | 0.065 | — |
| 2020 | -0.048 | — |
| 2019 | 0.072 | — |
| 2018 | -0.070 | — |
| 2017 | 0.046 | — |
| 2016 | 0.020 | — |
| 2015 | 0.027 | — |
| 2014 | 0.039 | — |
| 2013 | 0.101 | — |
| 2012 | 0.097 | — |
| 2011 | -0.016 | — |
| 2010 | 0.039 | — |
| 2009 | 0.161 | — |
| 2008 | -0.056 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | — | — | — |
| 2024 | 0.011 | -0.005 | 0.019 | 0.000 |
| 2023 | 0.027 | 0.010 | 0.017 | 0.023 |
| 2022 | -0.012 | -0.047 | -0.026 | 0.050 |
| 2021 | 0.037 | 0.006 | 0.013 | 0.008 |
| 2020 | -0.135 | 0.043 | -0.005 | 0.061 |
| 2019 | 0.034 | 0.004 | 0.019 | 0.013 |
| 2018 | -0.012 | -0.012 | 0.010 | -0.057 |
| 2017 | 0.016 | 0.019 | 0.012 | -0.001 |
| 2016 | -0.017 | -0.020 | 0.029 | 0.029 |
| 2015 | 0.060 | -0.014 | -0.038 | 0.020 |
| 2014 | 0.035 | 0.012 | -0.016 | 0.009 |
| 2013 | 0.012 | 0.013 | 0.052 | 0.022 |
| 2012 | 0.039 | -0.003 | 0.023 | 0.034 |
| 2011 | 0.013 | 0.007 | -0.049 | 0.013 |
| 2010 | 0.026 | -0.018 | 0.025 | 0.005 |
| 2009 | 0.009 | 0.067 | 0.058 | 0.019 |
| 2008 | -0.012 | 0.005 | -0.009 | -0.042 |
| 2007 | 0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.022 |
| 5 years | 0.039 |
| 10 years | 0.009 |