Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 21 |
| 1 month | 0.009 | 0 | 12 |
| 3 months | 0.005 | 0 | 21 |
| 1 year | 0.047 | 0 | 36 |
| 3 years | 0.008 | 0 | 84 |
| 5 years | 0.027 | 0 | 36 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.024 | — |
| 2023 | 0.046 | — |
| 2022 | -0.096 | — |
| 2021 | 0.061 | — |
| 2020 | 0.038 | — |
| 2019 | 0.064 | — |
| 2018 | -0.031 | — |
| 2017 | 0.022 | — |
| 2016 | 0.046 | — |
| 2015 | 0.038 | — |
| 2014 | 0.066 | — |
| 2013 | 0.046 | — |
| 2012 | 0.067 | — |
| 2011 | -0.013 | — |
| 2010 | 0.048 | — |
| 2009 | 0.075 | — |
| 2008 | -0.018 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | -0.002 | 0.002 | 0.035 | -0.011 |
| 2023 | 0.007 | -0.002 | -0.006 | 0.048 |
| 2022 | -0.030 | -0.046 | -0.022 | -0.002 |
| 2021 | 0.028 | 0.018 | 0.003 | 0.011 |
| 2020 | -0.068 | 0.052 | 0.020 | 0.038 |
| 2019 | 0.029 | 0.018 | 0.012 | 0.004 |
| 2018 | 0.002 | 0.012 | 0.003 | -0.047 |
| 2017 | 0.005 | 0.010 | 0.008 | -0.001 |
| 2016 | 0.003 | 0.013 | 0.027 | 0.003 |
| 2015 | 0.062 | -0.032 | -0.018 | 0.028 |
| 2014 | 0.025 | 0.027 | 0.006 | 0.007 |
| 2013 | 0.012 | -0.007 | 0.025 | 0.016 |
| 2012 | 0.036 | -0.012 | 0.024 | 0.019 |
| 2011 | -0.004 | -0.003 | -0.008 | 0.001 |
| 2010 | 0.028 | -0.009 | 0.032 | -0.003 |
| 2009 | -0.010 | 0.039 | 0.040 | 0.005 |
| 2008 | 0.003 | -0.020 | 0.001 | -0.002 |
| 2007 | 0.002 | 0.014 | -0.001 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.003 |
| 5 years | 0.024 |
| 10 years | 0.015 |