Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | -0.035 | 0 | — |
| 1 year | 0.020 | 0 | — |
| 3 years | 0.048 | 0 | — |
| 5 years | 0.036 | 0 | — |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.058 | — |
| 2022 | 0.068 | — |
| 2021 | 0.005 | — |
| 2020 | -0.012 | — |
| 2019 | 0.092 | — |
| 2018 | -0.055 | — |
| 2017 | 0.009 | — |
| 2016 | 0.018 | — |
| 2015 | 0.072 | — |
| 2014 | 0.068 | — |
| 2013 | 0.025 | — |
| 2012 | 0.007 | — |
| 2011 | -0.066 | — |
| 2010 | 0.034 | — |
| 2009 | 0.086 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.026 | 0.026 | 0.013 | 0.014 |
| 2023 | 0.008 | 0.023 | 0.021 | 0.004 |
| 2022 | 0.018 | 0.019 | 0.013 | 0.015 |
| 2021 | 0.004 | -0.011 | 0.010 | 0.002 |
| 2020 | -0.032 | 0.030 | -0.029 | 0.020 |
| 2019 | 0.038 | 0.026 | 0.008 | 0.017 |
| 2018 | -0.022 | 0.018 | -0.024 | -0.026 |
| 2017 | 0.003 | 0.005 | -0.004 | 0.005 |
| 2016 | -0.021 | 0.003 | 0.015 | 0.022 |
| 2015 | 0.021 | 0.026 | 0.001 | 0.022 |
| 2014 | 0.001 | -0.011 | 0.046 | 0.031 |
| 2013 | -0.023 | -0.004 | -0.019 | 0.074 |
| 2012 | 0.022 | -0.011 | -0.005 | 0.002 |
| 2011 | 0.004 | -0.028 | -0.041 | -0.001 |
| 2010 | 0.010 | -0.030 | 0.032 | 0.023 |
| 2009 | 0.000 | 0.067 | 0.019 | -0.002 |
| 2008 | -0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.048 |
| 5 years | 0.036 |
| 10 years | 0.027 |