Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | — |
| 1 month | -0.014 | 0 | — |
| 3 months | -0.045 | 0 | — |
| 1 year | 0.038 | 0 | — |
| 3 years | 0.047 | 0 | — |
| 5 years | 0.071 | 0 | — |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.112 | — |
| 2022 | -0.067 | — |
| 2021 | 0.109 | — |
| 2020 | 0.024 | — |
| 2019 | 0.123 | — |
| 2018 | -0.080 | — |
| 2017 | -0.002 | — |
| 2016 | 0.037 | — |
| 2015 | 0.022 | — |
| 2014 | 0.101 | — |
| 2013 | 0.119 | — |
| 2012 | 0.044 | — |
| 2011 | -0.050 | — |
| 2010 | 0.040 | — |
| 2009 | 0.129 | — |
| 2008 | -0.176 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | — | — | — |
| 2024 | 0.048 | 0.019 | 0.018 | 0.015 |
| 2023 | 0.041 | 0.028 | -0.002 | 0.041 |
| 2022 | -0.026 | -0.042 | -0.021 | 0.022 |
| 2021 | 0.064 | 0.019 | -0.003 | 0.026 |
| 2020 | -0.144 | 0.091 | 0.007 | 0.089 |
| 2019 | 0.060 | 0.012 | 0.020 | 0.026 |
| 2018 | -0.036 | 0.009 | 0.003 | -0.058 |
| 2017 | 0.024 | -0.034 | 0.008 | 0.002 |
| 2016 | -0.030 | 0.017 | 0.018 | 0.032 |
| 2015 | 0.105 | -0.012 | -0.065 | 0.000 |
| 2014 | 0.019 | 0.064 | 0.018 | -0.002 |
| 2013 | 0.030 | -0.024 | 0.073 | 0.037 |
| 2012 | 0.013 | -0.016 | 0.038 | 0.009 |
| 2011 | -0.017 | -0.018 | -0.060 | 0.047 |
| 2010 | 0.016 | -0.048 | 0.014 | 0.060 |
| 2009 | -0.041 | 0.058 | 0.069 | 0.041 |
| 2008 | -0.059 | -0.054 | 0.018 | -0.090 |
| 2007 | 0.034 | 0.001 | -0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.047 |
| 5 years | 0.071 |
| 10 years | 0.022 |