Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 92 |
| 1 month | 0.002 | 0 | 92 |
| 3 months | 0.006 | 0 | 92 |
| 1 year | 0.027 | 0 | 100 |
| 3 years | 0.042 | 0 | 100 |
| 5 years | 0.016 | 0 | 100 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | 0.055 | — |
| 2022 | -0.082 | — |
| 2021 | 0.013 | — |
| 2020 | 0.082 | — |
| 2019 | 0.089 | — |
| 2018 | -0.021 | — |
| 2017 | 0.063 | — |
| 2016 | 0.044 | — |
| 2015 | 0.040 | — |
| 2014 | 0.095 | — |
| 2013 | 0.141 | — |
| 2012 | 0.067 | — |
| 2011 | -0.023 | — |
| 2010 | 0.076 | — |
| 2009 | 0.145 | — |
| 2008 | -0.213 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.007 | 0.006 | — |
| 2024 | 0.005 | 0.009 | 0.020 | 0.004 |
| 2023 | 0.021 | 0.001 | -0.006 | 0.038 |
| 2022 | -0.044 | -0.044 | -0.009 | 0.013 |
| 2021 | -0.016 | 0.017 | -0.003 | 0.015 |
| 2020 | -0.037 | 0.072 | 0.018 | 0.030 |
| 2019 | 0.052 | 0.018 | 0.008 | 0.009 |
| 2018 | -0.003 | 0.011 | -0.004 | -0.024 |
| 2017 | 0.023 | 0.011 | -0.004 | 0.031 |
| 2016 | -0.001 | 0.016 | 0.034 | -0.004 |
| 2015 | 0.057 | -0.017 | -0.025 | 0.027 |
| 2014 | 0.035 | 0.021 | 0.011 | 0.025 |
| 2013 | 0.047 | -0.005 | 0.033 | 0.060 |
| 2012 | 0.047 | -0.023 | 0.027 | 0.015 |
| 2011 | 0.020 | -0.009 | -0.063 | 0.032 |
| 2010 | 0.015 | -0.047 | 0.064 | 0.045 |
| 2009 | -0.034 | 0.089 | 0.065 | 0.022 |
| 2008 | -0.037 | 0.010 | -0.093 | -0.108 |
| 2007 | -0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.042 |
| 5 years | 0.016 |
| 10 years | 0.029 |
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