Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 21 |
| 1 month | -0.002 | 0 | 34 |
| 3 months | -0.027 | 0 | 40 |
| 1 year | 0.027 | 0 | 76 |
| 3 years | 0.018 | 0 | 76 |
| 5 years | 0.026 | 0 | 90 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.078 | — |
| 2022 | -0.113 | — |
| 2021 | 0.027 | — |
| 2020 | 0.052 | — |
| 2019 | 0.119 | — |
| 2018 | -0.054 | — |
| 2017 | 0.072 | — |
| 2016 | 0.110 | — |
| 2015 | 0.017 | — |
| 2014 | 0.070 | — |
| 2013 | 0.072 | — |
| 2012 | 0.106 | — |
| 2011 | 0.010 | — |
| 2010 | 0.094 | — |
| 2009 | 0.126 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.024 | 0.013 | 0.006 | -0.005 |
| 2023 | 0.029 | -0.022 | 0.013 | 0.057 |
| 2022 | -0.037 | -0.064 | -0.060 | 0.046 |
| 2021 | -0.013 | 0.024 | 0.003 | 0.012 |
| 2020 | -0.099 | 0.094 | 0.007 | 0.061 |
| 2019 | 0.051 | 0.030 | 0.024 | 0.009 |
| 2018 | -0.031 | 0.023 | 0.002 | -0.048 |
| 2017 | 0.032 | 0.011 | 0.001 | 0.026 |
| 2016 | 0.007 | 0.024 | 0.076 | 0.001 |
| 2015 | 0.047 | -0.031 | -0.024 | 0.028 |
| 2014 | 0.009 | 0.014 | 0.011 | 0.035 |
| 2013 | 0.040 | -0.017 | 0.030 | 0.018 |
| 2012 | 0.046 | -0.010 | 0.041 | 0.026 |
| 2011 | 0.010 | 0.007 | -0.049 | 0.045 |
| 2010 | 0.040 | -0.025 | 0.068 | 0.010 |
| 2009 | -0.082 | 0.082 | 0.122 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.018 |
| 5 years | 0.026 |
| 10 years | 0.029 |