Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 35 |
| 1 month | 0.003 | 0 | 23 |
| 3 months | -0.013 | 0 | 38 |
| 1 year | 0.050 | 0 | 18 |
| 3 years | 0.014 | 0 | 60 |
| 5 years | 0.026 | 0 | 30 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.044 | — |
| 2023 | 0.073 | — |
| 2022 | -0.139 | — |
| 2021 | 0.036 | — |
| 2020 | 0.051 | — |
| 2019 | 0.109 | — |
| 2018 | -0.060 | — |
| 2017 | 0.034 | — |
| 2016 | 0.023 | — |
| 2015 | -0.016 | — |
| 2014 | 0.064 | — |
| 2013 | 0.026 | — |
| 2012 | 0.074 | — |
| 2011 | -0.017 | — |
| 2010 | 0.026 | — |
| 2009 | 0.089 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.012 | 0.001 | 0.040 | -0.009 |
| 2023 | 0.032 | 0.000 | -0.020 | 0.062 |
| 2022 | -0.040 | -0.081 | -0.045 | 0.022 |
| 2021 | 0.012 | 0.017 | 0.002 | 0.004 |
| 2020 | -0.111 | 0.091 | 0.025 | 0.058 |
| 2019 | 0.052 | 0.019 | 0.015 | 0.019 |
| 2018 | -0.017 | -0.004 | 0.008 | -0.047 |
| 2017 | 0.007 | 0.004 | 0.010 | 0.012 |
| 2016 | 0.011 | 0.006 | 0.013 | -0.008 |
| 2015 | 0.036 | -0.044 | -0.014 | 0.007 |
| 2014 | 0.013 | 0.022 | 0.010 | 0.018 |
| 2013 | -0.004 | 0.000 | 0.013 | 0.017 |
| 2012 | 0.033 | -0.001 | 0.022 | 0.019 |
| 2011 | 0.001 | 0.003 | -0.028 | 0.008 |
| 2010 | 0.029 | -0.016 | 0.026 | -0.013 |
| 2009 | -0.024 | 0.058 | 0.044 | 0.011 |
| 2008 | -0.016 | -0.022 | -0.006 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.014 |
| 5 years | 0.026 |
| 10 years | 0.011 |