Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 12 |
| 1 month | -0.004 | 0 | 10 |
| 3 months | -0.045 | 0 | 17 |
| 1 year | -0.022 | 0 | 90 |
| 3 years | 0.012 | 0 | 84 |
| 5 years | 0.041 | 0 | 86 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.015 | — |
| 2023 | 0.092 | — |
| 2022 | -0.126 | — |
| 2021 | 0.092 | — |
| 2020 | 0.005 | — |
| 2019 | 0.172 | — |
| 2018 | -0.092 | — |
| 2017 | 0.066 | — |
| 2016 | 0.028 | — |
| 2015 | 0.097 | — |
| 2014 | 0.153 | — |
| 2013 | 0.158 | — |
| 2012 | 0.100 | — |
| 2011 | -0.030 | — |
| 2010 | 0.125 | — |
| 2009 | 0.262 | — |
| 2008 | -0.354 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.046 | -0.014 | 0.024 | -0.039 |
| 2023 | 0.054 | 0.005 | -0.026 | 0.057 |
| 2022 | -0.060 | -0.086 | -0.032 | 0.050 |
| 2021 | 0.012 | 0.048 | -0.010 | 0.040 |
| 2020 | -0.186 | 0.134 | 0.031 | 0.057 |
| 2019 | 0.095 | 0.031 | 0.018 | 0.019 |
| 2018 | -0.027 | 0.031 | 0.003 | -0.098 |
| 2017 | 0.040 | -0.001 | 0.019 | 0.008 |
| 2016 | -0.037 | 0.004 | 0.028 | 0.034 |
| 2015 | 0.142 | -0.032 | -0.048 | 0.043 |
| 2014 | 0.011 | 0.036 | 0.047 | 0.050 |
| 2013 | 0.082 | -0.016 | 0.033 | 0.053 |
| 2012 | 0.071 | 0 | 0.037 | -0.009 |
| 2011 | -0.008 | -0.004 | -0.107 | 0.099 |
| 2010 | 0.072 | -0.046 | 0.026 | 0.073 |
| 2009 | -0.074 | 0.160 | 0.126 | 0.044 |
| 2008 | -0.121 | -0.029 | -0.070 | -0.186 |
| 2007 | 0.041 | -0.033 | -0.039 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | 0.009 |
| 5 years | 0.039 |
| 10 years | 0.018 |