Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 67 |
| 1 month | 0.004 | 0 | 62 |
| 3 months | 0.010 | 0 | 68 |
| 1 year | 0.065 | 0 | 74 |
| 3 years | 0.018 | 0 | 83 |
| 5 years | 0.014 | 0 | 78 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.030 | — |
| 2023 | 0.071 | — |
| 2022 | -0.119 | — |
| 2021 | 0.001 | — |
| 2020 | 0.064 | — |
| 2019 | 0.075 | — |
| 2018 | -0.022 | — |
| 2017 | 0.050 | — |
| 2016 | 0.072 | — |
| 2015 | 0.002 | — |
| 2014 | 0.060 | — |
| 2013 | 0.042 | — |
| 2012 | 0.142 | — |
| 2011 | 0.028 | — |
| 2010 | 0.093 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.000 | -0.001 | 0.044 | -0.012 |
| 2023 | 0.021 | -0.010 | -0.012 | 0.071 |
| 2022 | -0.045 | -0.065 | -0.057 | 0.046 |
| 2021 | -0.014 | 0.016 | 0.004 | -0.004 |
| 2020 | -0.054 | 0.074 | 0.016 | 0.031 |
| 2019 | 0.030 | 0.021 | 0.019 | 0.004 |
| 2018 | -0.011 | -0.002 | 0.002 | -0.011 |
| 2017 | 0.020 | 0.014 | 0.003 | 0.012 |
| 2016 | 0.011 | 0.019 | 0.043 | -0.003 |
| 2015 | 0.022 | -0.017 | -0.006 | 0.004 |
| 2014 | 0.023 | 0.017 | 0.007 | 0.012 |
| 2013 | 0.023 | -0.018 | 0.023 | 0.013 |
| 2012 | 0.056 | 0.002 | 0.048 | 0.030 |
| 2011 | 0.028 | 0.011 | -0.034 | 0.024 |
| 2010 | 0.049 | 0.001 | 0.054 | -0.012 |
| 2009 | 0.091 | 0.115 | 0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.007 |
| 5 years | 0.008 |
| 10 years | 0.017 |