Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | 0.084 | 0 | — |
| 1 year | 0.053 | 0 | — |
| 3 years | 0.062 | 0 | — |
| 5 years | 0.050 | 0 | — |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.171 | — |
| 2022 | -0.156 | — |
| 2021 | 0.097 | — |
| 2020 | 0.014 | — |
| 2019 | 0.159 | — |
| 2018 | -0.078 | — |
| 2017 | 0.100 | — |
| 2016 | 0.002 | — |
| 2015 | 0.027 | — |
| 2014 | 0.085 | — |
| 2013 | 0.047 | — |
| 2012 | 0.077 | — |
| 2011 | -0.037 | — |
| 2010 | 0.068 | — |
| 2009 | 0.135 | — |
| 2008 | -0.259 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | 0.046 | — | — |
| 2024 | 0.041 | 0.020 | 0.005 | 0.031 |
| 2023 | 0.097 | 0.028 | -0.010 | 0.048 |
| 2022 | -0.063 | -0.093 | -0.027 | 0.020 |
| 2021 | 0.017 | 0.060 | -0.021 | 0.039 |
| 2020 | -0.161 | 0.109 | 0.038 | 0.049 |
| 2019 | 0.073 | 0.015 | 0.011 | 0.053 |
| 2018 | -0.022 | 0.030 | 0.016 | -0.099 |
| 2017 | 0.059 | 0.004 | 0.017 | 0.018 |
| 2016 | -0.037 | -0.009 | 0.029 | 0.021 |
| 2015 | 0.091 | -0.029 | -0.075 | 0.048 |
| 2014 | 0.008 | 0.031 | 0.020 | 0.024 |
| 2013 | 0.030 | -0.031 | 0.024 | 0.025 |
| 2012 | 0.053 | -0.008 | 0.039 | -0.008 |
| 2011 | 0.000 | -0.015 | -0.081 | 0.064 |
| 2010 | 0.025 | -0.064 | 0.054 | 0.055 |
| 2009 | -0.033 | 0.070 | 0.050 | 0.045 |
| 2008 | -0.096 | 0.000 | -0.078 | -0.111 |
| 2007 | 0.049 | 0.014 | -0.001 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.062 |
| 5 years | 0.050 |
| 10 years | 0.031 |