Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | 72 |
| 1 month | 0.003 | 0 | 65 |
| 3 months | 0.036 | 0 | 55 |
| 1 year | 0.055 | 0 | 80 |
| 3 years | 0.065 | 0 | 83 |
| 5 years | 0.022 | 0 | 90 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.075 | — |
| 2022 | -0.120 | — |
| 2021 | 0.017 | — |
| 2020 | 0.072 | — |
| 2019 | 0.073 | — |
| 2018 | -0.027 | — |
| 2017 | 0.036 | — |
| 2016 | 0.019 | — |
| 2015 | 0.030 | — |
| 2014 | 0.055 | — |
| 2013 | 0.059 | — |
| 2012 | 0.068 | — |
| 2011 | 0.032 | — |
| 2010 | 0.088 | — |
| 2009 | 0.153 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.011 | 0.034 | — |
| 2024 | 0.019 | 0.005 | 0.046 | 0.004 |
| 2023 | 0.034 | 0.000 | -0.032 | 0.074 |
| 2022 | -0.060 | -0.074 | -0.006 | 0.017 |
| 2021 | -0.023 | 0.026 | -0.003 | 0.018 |
| 2020 | -0.045 | 0.078 | 0.016 | 0.025 |
| 2019 | 0.046 | 0.019 | 0.005 | 0.002 |
| 2018 | -0.006 | 0.002 | -0.004 | -0.019 |
| 2017 | 0.020 | 0.004 | -0.005 | 0.017 |
| 2016 | -0.011 | 0.017 | 0.023 | -0.010 |
| 2015 | 0.053 | -0.019 | -0.021 | 0.017 |
| 2014 | 0.029 | 0.010 | 0.007 | 0.008 |
| 2013 | 0.026 | -0.013 | 0.013 | 0.032 |
| 2012 | 0.026 | -0.005 | 0.026 | 0.019 |
| 2011 | 0.015 | 0.007 | -0.008 | 0.018 |
| 2010 | 0.025 | 0.008 | 0.045 | 0.008 |
| 2009 | -0.012 | 0.074 | 0.064 | 0.022 |
| 2008 | -0.032 | -0.054 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.065 |
| 5 years | 0.022 |
| 10 years | 0.027 |
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