Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | — |
| 1 month | -0.017 | 0 | — |
| 3 months | -0.048 | 0 | — |
| 1 year | 0.023 | 0 | — |
| 3 years | 0.009 | 0 | — |
| 5 years | 0.016 | 0 | — |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.089 | — |
| 2023 | 0.046 | — |
| 2022 | -0.110 | — |
| 2021 | 0.063 | — |
| 2020 | 0.018 | — |
| 2019 | 0.078 | — |
| 2018 | -0.051 | — |
| 2017 | 0.042 | — |
| 2016 | 0.010 | — |
| 2015 | 0.027 | — |
| 2014 | 0.051 | — |
| 2013 | 0.040 | — |
| 2012 | 0.078 | — |
| 2011 | -0.046 | — |
| 2010 | 0.052 | — |
| 2009 | 0.077 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.032 | 0.012 | 0.018 | 0.024 |
| 2023 | 0.001 | 0.006 | 0.000 | 0.038 |
| 2022 | -0.037 | -0.061 | -0.004 | -0.012 |
| 2021 | 0.016 | 0.018 | 0.005 | 0.023 |
| 2020 | -0.061 | 0.055 | 0.008 | 0.019 |
| 2019 | 0.040 | 0.009 | 0.019 | 0.008 |
| 2018 | -0.018 | 0.003 | 0.006 | -0.042 |
| 2017 | 0.019 | 0.004 | 0.004 | 0.014 |
| 2016 | -0.016 | -0.004 | 0.020 | 0.011 |
| 2015 | 0.070 | -0.031 | -0.041 | 0.033 |
| 2014 | -0.002 | 0.027 | 0.006 | 0.020 |
| 2013 | 0.028 | -0.026 | 0.017 | 0.020 |
| 2012 | 0.038 | -0.003 | 0.031 | 0.010 |
| 2011 | -0.013 | -0.004 | -0.047 | 0.018 |
| 2010 | 0.018 | 0.004 | 0.009 | 0.021 |
| 2009 | -0.011 | 0.033 | 0.038 | 0.015 |
| 2008 | 0.017 | -0.042 | -0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.009 |
| 5 years | 0.016 |
| 10 years | 0.009 |