Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 15 |
| 1 month | -0.002 | 0 | 21 |
| 3 months | -0.039 | 0 | 23 |
| 1 year | 0.022 | 0 | 61 |
| 3 years | 0.023 | 0 | 78 |
| 5 years | 0.041 | 0 | 89 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.073 | — |
| 2022 | -0.102 | — |
| 2021 | 0.067 | — |
| 2020 | 0.047 | — |
| 2019 | 0.133 | — |
| 2018 | -0.069 | — |
| 2017 | 0.091 | — |
| 2016 | 0.118 | — |
| 2015 | 0.030 | — |
| 2014 | 0.047 | — |
| 2013 | 0.124 | — |
| 2012 | 0.104 | — |
| 2011 | -0.028 | — |
| 2010 | 0.108 | — |
| 2009 | 0.154 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.031 | 0.012 | 0.009 | -0.003 |
| 2023 | 0.024 | -0.013 | 0.011 | 0.051 |
| 2022 | -0.038 | -0.063 | -0.050 | 0.048 |
| 2021 | 0.001 | 0.035 | 0.009 | 0.020 |
| 2020 | -0.134 | 0.116 | 0.007 | 0.076 |
| 2019 | 0.059 | 0.036 | 0.023 | 0.009 |
| 2018 | -0.040 | 0.038 | 0.008 | -0.073 |
| 2017 | 0.033 | 0.019 | 0.004 | 0.033 |
| 2016 | -0.008 | 0.020 | 0.084 | 0.019 |
| 2015 | 0.056 | -0.028 | -0.039 | 0.045 |
| 2014 | 0.002 | 0.007 | 0.009 | 0.028 |
| 2013 | 0.061 | -0.004 | 0.034 | 0.030 |
| 2012 | 0.055 | -0.027 | 0.045 | 0.030 |
| 2011 | 0.009 | -0.002 | -0.079 | 0.048 |
| 2010 | 0.054 | -0.056 | 0.073 | 0.039 |
| 2009 | -0.089 | 0.089 | 0.142 | 0.018 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.023 |
| 5 years | 0.041 |
| 10 years | 0.036 |