Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 84 |
| 1 month | -0.004 | 0 | 89 |
| 3 months | 0.011 | 0 | 85 |
| 1 year | 0.016 | 0 | 83 |
| 3 years | 0.035 | 0 | 82 |
| 5 years | -0.001 | 0 | 94 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.048 | — |
| 2023 | 0.058 | — |
| 2022 | -0.147 | — |
| 2021 | 0.025 | — |
| 2020 | 0.006 | — |
| 2019 | 0.074 | — |
| 2018 | -0.047 | — |
| 2017 | -0.010 | — |
| 2016 | 0.034 | — |
| 2015 | 0.007 | — |
| 2014 | 0.090 | — |
| 2013 | 0.015 | — |
| 2012 | 0.072 | — |
| 2011 | -0.003 | — |
| 2010 | 0.026 | — |
| 2009 | 0.069 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.012 | 0.018 | — |
| 2024 | 0.020 | 0.005 | 0.017 | 0.005 |
| 2023 | 0.016 | 0.008 | -0.012 | 0.046 |
| 2022 | -0.043 | -0.088 | -0.028 | 0.005 |
| 2021 | 0.003 | 0.014 | 0.001 | 0.007 |
| 2020 | -0.088 | 0.050 | 0.018 | 0.033 |
| 2019 | 0.039 | 0.015 | 0.016 | 0.003 |
| 2018 | -0.016 | 0.006 | 0.002 | -0.041 |
| 2017 | 0.007 | -0.013 | -0.007 | 0.002 |
| 2016 | -0.012 | 0.011 | 0.012 | 0.022 |
| 2015 | 0.067 | -0.038 | -0.045 | 0.027 |
| 2014 | 0.017 | 0.031 | 0.021 | 0.018 |
| 2013 | 0.020 | -0.022 | 0.004 | 0.013 |
| 2012 | 0.039 | -0.010 | 0.031 | 0.010 |
| 2011 | -0.010 | 0.001 | -0.012 | 0.018 |
| 2010 | 0.025 | -0.013 | 0.012 | 0.001 |
| 2009 | -0.015 | 0.035 | 0.036 | 0.012 |
| 2008 | -0.026 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.025 |
| 5 years | -0.007 |
| 10 years | -0.002 |
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