Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | -0.025 | 0 | — |
| 1 year | 0.049 | 0 | — |
| 3 years | 0.030 | 0 | — |
| 5 years | 0.047 | 0 | — |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.071 | — |
| 2022 | -0.092 | — |
| 2021 | 0.079 | — |
| 2020 | 0.038 | — |
| 2019 | 0.115 | — |
| 2018 | -0.059 | — |
| 2017 | 0.068 | — |
| 2016 | 0.031 | — |
| 2015 | 0.022 | — |
| 2014 | 0.063 | — |
| 2013 | 0.074 | — |
| 2012 | 0.092 | — |
| 2011 | 0.001 | — |
| 2010 | 0.002 | — |
| 2009 | -0.032 | — |
| 2008 | -0.158 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.034 | 0.010 | 0.023 | 0.020 |
| 2023 | 0.007 | 0.016 | 0.007 | 0.040 |
| 2022 | -0.022 | -0.075 | -0.021 | 0.027 |
| 2021 | 0.023 | 0.030 | 0.002 | 0.022 |
| 2020 | -0.114 | 0.088 | 0.033 | 0.043 |
| 2019 | 0.058 | 0.019 | 0.009 | 0.025 |
| 2018 | -0.012 | 0.003 | 0.012 | -0.062 |
| 2017 | 0.030 | 0.010 | 0.012 | 0.015 |
| 2016 | -0.024 | 0.000 | 0.029 | 0.027 |
| 2015 | 0.061 | -0.017 | -0.045 | 0.025 |
| 2014 | 0.016 | 0.024 | 0.011 | 0.011 |
| 2013 | 0.044 | -0.019 | 0.021 | 0.027 |
| 2012 | 0.044 | -0.017 | 0.045 | 0.019 |
| 2011 | 0.007 | -0.002 | -0.029 | 0.025 |
| 2010 | -0.005 | -0.012 | 0.013 | 0.006 |
| 2009 | -0.033 | 0.009 | 0.019 | -0.027 |
| 2008 | -0.049 | -0.018 | -0.034 | -0.066 |
| 2007 | -0.141 | -0.069 | -0.056 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.030 |
| 5 years | 0.047 |
| 10 years | 0.027 |