Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 67 |
| 1 month | 0.010 | 0 | 68 |
| 3 months | 0.046 | 0 | 56 |
| 1 year | 0.054 | 0 | 42 |
| 3 years | 0.017 | 0 | 90 |
| 5 years | 0.018 | 0 | 87 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | -0.023 | — |
| 2022 | -0.142 | — |
| 2021 | 0.180 | — |
| 2020 | -0.057 | — |
| 2019 | 0.274 | — |
| 2018 | -0.244 | — |
| 2017 | 0.056 | — |
| 2016 | 0.034 | — |
| 2015 | -0.017 | — |
| 2014 | 0.044 | — |
| 2013 | 0.201 | — |
| 2012 | 0.037 | — |
| 2011 | -0.150 | — |
| 2010 | 0.096 | — |
| 2009 | 0.139 | — |
| 2008 | -0.168 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | -0.002 | — | — |
| 2024 | 0.062 | 0.013 | 0.018 | 0.034 |
| 2023 | 0 | -0.022 | -0.029 | 0.029 |
| 2022 | -0.059 | -0.070 | -0.038 | 0.020 |
| 2021 | 0.046 | 0.070 | -0.044 | 0.103 |
| 2020 | -0.156 | 0.126 | 0.036 | -0.042 |
| 2019 | 0.097 | 0.086 | 0.006 | 0.064 |
| 2018 | -0.111 | -0.022 | -0.063 | -0.073 |
| 2017 | 0.049 | -0.002 | 0.017 | -0.008 |
| 2016 | 0.023 | 0.009 | -0.009 | 0.011 |
| 2015 | 0.101 | -0.029 | -0.077 | -0.004 |
| 2014 | -0.002 | 0.036 | 0.008 | 0.002 |
| 2013 | 0.071 | -0.032 | 0.085 | 0.067 |
| 2012 | 0.128 | -0.091 | 0.006 | 0.007 |
| 2011 | -0.031 | -0.091 | 0.019 | -0.053 |
| 2010 | 0.065 | -0.033 | 0.005 | 0.058 |
| 2009 | 0.032 | 0.058 | 0.013 | 0.030 |
| 2008 | -0.111 | 0.015 | -0.060 | -0.021 |
| 2007 | -0.032 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.000 |
| 5 years | 0.008 |
| 10 years | -0.004 |