Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 62 |
| 1 month | -0.002 | 0 | 77 |
| 3 months | -0.006 | 0 | 83 |
| 1 year | 0.081 | 0 | 44 |
| 3 years | 0.035 | 0 | 91 |
| 5 years | 0.030 | 0 | 95 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.086 | — |
| 2022 | -0.155 | — |
| 2021 | 0.004 | — |
| 2020 | 0.057 | — |
| 2019 | 0.137 | — |
| 2018 | -0.052 | — |
| 2017 | 0.073 | — |
| 2016 | 0.140 | — |
| 2015 | -0.087 | — |
| 2014 | -0.031 | — |
| 2013 | 0.044 | — |
| 2012 | 0.173 | — |
| 2011 | -0.009 | — |
| 2010 | 0.137 | — |
| 2009 | 0.553 | — |
| 2008 | -0.319 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.011 | -0.001 | 0.055 | 0.003 |
| 2023 | -0.003 | 0.019 | -0.001 | 0.069 |
| 2022 | -0.068 | -0.125 | -0.016 | 0.053 |
| 2021 | -0.007 | 0.028 | 0.000 | -0.015 |
| 2020 | -0.128 | 0.108 | 0.031 | 0.061 |
| 2019 | 0.075 | 0.034 | -0.013 | 0.036 |
| 2018 | -0.014 | -0.013 | 0.021 | -0.045 |
| 2017 | 0.028 | 0.016 | 0.021 | 0.006 |
| 2016 | 0.004 | 0.064 | 0.052 | 0.014 |
| 2015 | 0.009 | 0.003 | -0.070 | -0.029 |
| 2014 | 0.025 | 0.025 | -0.030 | -0.049 |
| 2013 | 0.026 | -0.028 | 0.021 | 0.024 |
| 2012 | 0.072 | 0.000 | 0.054 | 0.039 |
| 2011 | 0.037 | 0.005 | -0.084 | 0.038 |
| 2010 | 0.043 | -0.007 | 0.064 | 0.032 |
| 2009 | 0.017 | 0.262 | 0.156 | 0.046 |
| 2008 | -0.041 | 0.020 | -0.105 | -0.222 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.031 |
| 5 years | 0.028 |
| 10 years | 0.020 |