Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 65 |
| 1 month | 0.011 | 0 | 66 |
| 3 months | 0.007 | 0 | 70 |
| 1 year | 0.050 | 0 | 78 |
| 3 years | 0.021 | 0 | 16 |
| 5 years | 0.011 | 0 | 18 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.112 | — |
| 2022 | -0.138 | — |
| 2021 | -0.016 | — |
| 2020 | 0.073 | — |
| 2019 | 0.081 | — |
| 2018 | -0.022 | — |
| 2017 | 0.060 | — |
| 2016 | 0.057 | — |
| 2015 | 0.016 | — |
| 2014 | 0.065 | — |
| 2013 | 0.052 | — |
| 2012 | 0.209 | — |
| 2011 | -0.004 | — |
| 2010 | 0.083 | — |
| 2009 | 0.248 | — |
| 2008 | -0.072 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.005 | -0.001 | 0.023 | -0.007 |
| 2023 | 0.026 | -0.024 | 0.015 | 0.093 |
| 2022 | -0.044 | -0.071 | -0.099 | 0.077 |
| 2021 | -0.022 | 0.014 | -0.003 | -0.004 |
| 2020 | -0.037 | 0.066 | 0.017 | 0.028 |
| 2019 | 0.032 | 0.023 | 0.019 | 0.005 |
| 2018 | -0.009 | -0.004 | 0.002 | -0.011 |
| 2017 | 0.019 | 0.020 | 0.005 | 0.015 |
| 2016 | 0.009 | 0.019 | 0.050 | -0.021 |
| 2015 | 0.023 | -0.018 | 0.001 | 0.011 |
| 2014 | 0.020 | 0.022 | 0.003 | 0.019 |
| 2013 | 0.016 | -0.004 | 0.021 | 0.018 |
| 2012 | 0.072 | -0.002 | 0.074 | 0.053 |
| 2011 | 0.031 | 0.013 | -0.068 | 0.023 |
| 2010 | 0.046 | -0.005 | 0.063 | -0.021 |
| 2009 | -0.032 | 0.126 | 0.114 | 0.027 |
| 2008 | -0.024 | 0.004 | -0.060 | 0.008 |
| 2007 | 0.021 | 0.025 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.019 |
| 5 years | 0.009 |
| 10 years | 0.021 |