Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.042 | 0 | — |
| 1 year | 0.008 | 0 | — |
| 3 years | 0.076 | 0 | — |
| 5 years | 0.088 | 0 | — |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.084 | — |
| 2022 | 0.004 | — |
| 2021 | 0.233 | — |
| 2020 | -0.070 | — |
| 2019 | 0.211 | — |
| 2018 | -0.056 | — |
| 2017 | 0.130 | — |
| 2016 | 0.101 | — |
| 2015 | 0.020 | — |
| 2014 | 0.214 | — |
| 2013 | 0.295 | — |
| 2012 | 0.036 | — |
| 2011 | 0.051 | — |
| 2010 | -0.099 | — |
| 2009 | 0.109 | — |
| 2008 | -0.107 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | 0.037 | — | — |
| 2024 | 0.085 | -0.048 | 0.072 | -0.028 |
| 2023 | 0.044 | 0.082 | -0.042 | 0.001 |
| 2022 | 0.018 | -0.054 | -0.050 | 0.098 |
| 2021 | 0.129 | 0.034 | 0.011 | 0.046 |
| 2020 | -0.155 | 0.041 | 0.022 | 0.034 |
| 2019 | 0.105 | 0.022 | 0.039 | 0.033 |
| 2018 | -0.011 | 0.042 | 0.032 | -0.112 |
| 2017 | 0.041 | 0.028 | -0.002 | 0.058 |
| 2016 | 0.034 | 0.038 | 0.025 | 0.001 |
| 2015 | 0.033 | -0.022 | -0.026 | 0.036 |
| 2014 | 0.039 | 0.061 | 0.016 | 0.083 |
| 2013 | 0.082 | 0.085 | 0.016 | 0.086 |
| 2012 | 0.039 | -0.026 | 0.020 | 0.005 |
| 2011 | 0.016 | 0.053 | -0.050 | 0.034 |
| 2010 | -0.043 | -0.091 | 0.027 | 0.008 |
| 2009 | -0.116 | 0.121 | 0.031 | 0.086 |
| 2008 | -0.086 | -0.020 | 0.020 | -0.021 |
| 2007 | -0.001 | -0.028 | -0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | 0.057 |
| 5 years | 0.077 |
| 10 years | 0.064 |