Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | -0.021 | 0 | — |
| 1 year | 0.035 | 0 | — |
| 3 years | 0.004 | 0 | — |
| 5 years | 0.009 | 0 | — |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.071 | — |
| 2022 | -0.142 | — |
| 2021 | 0.048 | — |
| 2020 | 0.009 | — |
| 2019 | 0.084 | — |
| 2018 | -0.038 | — |
| 2017 | 0.003 | — |
| 2016 | 0.042 | — |
| 2015 | 0.020 | — |
| 2014 | 0.083 | — |
| 2013 | 0.044 | — |
| 2012 | 0.093 | — |
| 2011 | -0.021 | — |
| 2010 | 0.063 | — |
| 2009 | 0.171 | — |
| 2008 | -0.133 | — |
| 2007 | -0.035 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.012 | 0.009 | 0.023 | 0.012 |
| 2023 | 0.009 | 0.013 | -0.015 | 0.064 |
| 2022 | -0.044 | -0.070 | -0.026 | -0.009 |
| 2021 | 0.009 | 0.007 | 0.008 | 0.024 |
| 2020 | -0.084 | 0.073 | 0.010 | 0.016 |
| 2019 | 0.037 | 0.025 | 0.021 | -0.001 |
| 2018 | -0.019 | 0.006 | -0.002 | -0.023 |
| 2017 | -0.008 | 0.006 | -0.001 | 0.006 |
| 2016 | -0.001 | -0.002 | 0.032 | 0.012 |
| 2015 | 0.068 | -0.041 | -0.025 | 0.022 |
| 2014 | 0.017 | 0.033 | 0.016 | 0.014 |
| 2013 | 0.025 | -0.029 | 0.038 | 0.010 |
| 2012 | 0.047 | -0.015 | 0.050 | 0.009 |
| 2011 | -0.015 | -0.009 | -0.015 | 0.018 |
| 2010 | 0.050 | -0.009 | 0.019 | 0.003 |
| 2009 | -0.034 | 0.065 | 0.120 | 0.016 |
| 2008 | -0.040 | -0.034 | -0.010 | -0.055 |
| 2007 | 0.002 | -0.008 | -0.007 | -0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.004 |
| 5 years | 0.009 |
| 10 years | 0.005 |