Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | 0.039 | 0 | — |
| 1 year | 0.098 | 0 | — |
| 3 years | 0.073 | 0 | — |
| 5 years | 0.069 | 0 | — |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.111 | — |
| 2022 | -0.061 | — |
| 2021 | 0.091 | — |
| 2020 | -0.072 | — |
| 2019 | 0.166 | — |
| 2018 | -0.085 | — |
| 2017 | 0.059 | — |
| 2016 | 0.001 | — |
| 2015 | 0.053 | — |
| 2014 | 0.053 | — |
| 2013 | 0.123 | — |
| 2012 | 0.184 | — |
| 2011 | -0.132 | — |
| 2010 | -0.001 | — |
| 2009 | 0.191 | — |
| 2008 | -0.288 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.065 | — | — | — |
| 2024 | 0.040 | -0.002 | 0.027 | -0.007 |
| 2023 | 0.047 | 0.024 | -0.009 | 0.046 |
| 2022 | -0.027 | -0.054 | -0.042 | 0.065 |
| 2021 | 0.049 | 0.009 | 0.007 | 0.024 |
| 2020 | -0.173 | 0.079 | -0.010 | 0.051 |
| 2019 | 0.089 | 0.027 | 0.018 | 0.024 |
| 2018 | -0.028 | 0.005 | 0.012 | -0.074 |
| 2017 | 0.025 | 0.024 | 0.019 | -0.010 |
| 2016 | -0.037 | -0.033 | 0.019 | 0.054 |
| 2015 | 0.099 | -0.018 | -0.055 | 0.032 |
| 2014 | 0.044 | 0.019 | 0.000 | -0.010 |
| 2013 | -0.007 | 0.019 | 0.069 | 0.038 |
| 2012 | 0.118 | -0.072 | 0.093 | 0.044 |
| 2011 | 0.028 | -0.017 | -0.141 | 0.001 |
| 2010 | 0.013 | -0.067 | 0.041 | 0.016 |
| 2009 | -0.078 | 0.121 | 0.128 | 0.022 |
| 2008 | -0.121 | 0.015 | -0.091 | -0.123 |
| 2007 | 0.047 | -0.026 | -0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.073 |
| 5 years | 0.069 |
| 10 years | 0.028 |