Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 82 |
| 1 month | 0.010 | 0 | 86 |
| 3 months | 0.006 | 0 | 76 |
| 1 year | 0.051 | 0 | 76 |
| 3 years | -0.004 | 0 | 88 |
| 5 years | -0.014 | 0 | 86 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.019 | — |
| 2023 | 0.091 | — |
| 2022 | -0.209 | — |
| 2021 | -0.036 | — |
| 2020 | 0.079 | — |
| 2019 | 0.097 | — |
| 2018 | -0.023 | — |
| 2017 | 0.053 | — |
| 2016 | 0.085 | — |
| 2015 | -0.003 | — |
| 2014 | 0.085 | — |
| 2013 | 0.012 | — |
| 2012 | 0.129 | — |
| 2011 | 0.000 | — |
| 2010 | 0.070 | — |
| 2009 | 0.128 | — |
| 2008 | -0.206 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.003 | -0.001 | 0.024 | -0.007 |
| 2023 | 0.025 | -0.034 | 0.013 | 0.087 |
| 2022 | -0.067 | -0.089 | -0.125 | 0.063 |
| 2021 | -0.034 | 0.011 | -0.011 | -0.003 |
| 2020 | -0.051 | 0.082 | 0.015 | 0.036 |
| 2019 | 0.041 | 0.025 | 0.031 | -0.003 |
| 2018 | -0.016 | -0.001 | -0.001 | -0.006 |
| 2017 | 0.019 | 0.010 | 0.004 | 0.019 |
| 2016 | 0.017 | 0.038 | 0.058 | -0.028 |
| 2015 | 0.037 | -0.043 | -0.002 | 0.007 |
| 2014 | 0.020 | 0.021 | 0.013 | 0.029 |
| 2013 | 0.014 | -0.021 | 0.016 | 0.003 |
| 2012 | 0.042 | 0.005 | 0.050 | 0.028 |
| 2011 | 0.010 | 0.014 | -0.037 | 0.014 |
| 2010 | 0.045 | 0.001 | 0.043 | -0.020 |
| 2009 | -0.075 | 0.095 | 0.095 | 0.016 |
| 2008 | -0.059 | -0.017 | -0.060 | -0.088 |
| 2007 | -0.013 | -0.007 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | -0.011 |
| 5 years | -0.014 |
| 10 years | 0.011 |