Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | — |
| 1 month | 0.010 | 0 | — |
| 3 months | 0.008 | 0 | — |
| 1 year | 0.061 | 0 | — |
| 3 years | 0.003 | 0 | — |
| 5 years | -0.004 | 0 | — |
| 10 years | 0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.088 | — |
| 2022 | -0.182 | — |
| 2021 | -0.017 | — |
| 2020 | 0.073 | — |
| 2019 | 0.082 | — |
| 2018 | -0.023 | — |
| 2017 | 0.043 | — |
| 2016 | 0.085 | — |
| 2015 | 0.016 | — |
| 2014 | 0.106 | — |
| 2013 | 0.013 | — |
| 2012 | 0.119 | — |
| 2011 | 0.064 | — |
| 2010 | 0.084 | — |
| 2009 | 0.143 | — |
| 2008 | -0.130 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.002 | 0.000 | 0.025 | 0 |
| 2023 | 0.022 | -0.034 | 0.019 | 0.083 |
| 2022 | -0.056 | -0.073 | -0.107 | 0.046 |
| 2021 | -0.029 | 0.019 | -0.006 | -0.001 |
| 2020 | -0.035 | 0.064 | 0.017 | 0.028 |
| 2019 | 0.033 | 0.020 | 0.032 | -0.005 |
| 2018 | -0.017 | 0.001 | -0.005 | -0.001 |
| 2017 | 0.019 | 0.002 | 0.004 | 0.018 |
| 2016 | 0.021 | 0.028 | 0.058 | -0.024 |
| 2015 | 0.031 | -0.024 | 0.011 | 0.000 |
| 2014 | 0.024 | 0.022 | 0.020 | 0.037 |
| 2013 | 0.025 | -0.030 | 0.018 | 0.001 |
| 2012 | 0.021 | 0.016 | 0.051 | 0.027 |
| 2011 | 0.017 | 0.018 | 0.004 | 0.023 |
| 2010 | 0.053 | 0.005 | 0.051 | -0.026 |
| 2009 | -0.085 | 0.057 | 0.149 | 0.029 |
| 2008 | -0.034 | -0.017 | -0.048 | -0.037 |
| 2007 | -0.022 | -0.010 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.003 |
| 5 years | -0.004 |
| 10 years | 0.016 |