Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.114 | 0 | — |
| 1 month | 0.000 | 0 | — |
| 3 months | 0.031 | 0 | — |
| 1 year | 0.099 | 0 | — |
| 3 years | 0.066 | 0 | — |
| 5 years | 0.029 | 0 | — |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | 0.036 | — |
| 2022 | -0.109 | — |
| 2021 | 0.050 | — |
| 2020 | -0.073 | — |
| 2019 | 0.081 | — |
| 2018 | -0.078 | — |
| 2017 | 0.031 | — |
| 2016 | 0.185 | — |
| 2015 | -0.026 | — |
| 2014 | -0.001 | — |
| 2013 | 0.079 | — |
| 2012 | 0.096 | — |
| 2011 | -0.019 | — |
| 2010 | 0.130 | — |
| 2009 | 0.244 | — |
| 2008 | -0.110 | — |
| 2007 | -0.036 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | 0.030 | 0.038 | — |
| 2024 | 0.015 | 0.003 | 0.050 | -0.021 |
| 2023 | 0.013 | -0.017 | -0.009 | 0.050 |
| 2022 | -0.050 | -0.071 | -0.036 | 0.048 |
| 2021 | 0.027 | 0.014 | -0.021 | 0.030 |
| 2020 | -0.220 | 0.102 | 0.016 | 0.062 |
| 2019 | 0.031 | 0.003 | 0.015 | 0.030 |
| 2018 | -0.034 | 0.032 | -0.018 | -0.057 |
| 2017 | 0.021 | -0.012 | 0.022 | -0.001 |
| 2016 | 0.035 | 0.023 | 0.058 | 0.058 |
| 2015 | 0.046 | -0.015 | -0.061 | 0.007 |
| 2014 | 0.009 | -0.006 | -0.004 | -0.001 |
| 2013 | 0.077 | -0.019 | 0.021 | 0.000 |
| 2012 | 0.061 | -0.032 | 0.040 | 0.025 |
| 2011 | -0.001 | 0.014 | -0.055 | 0.025 |
| 2010 | 0.044 | -0.037 | 0.052 | 0.068 |
| 2009 | -0.031 | 0.089 | 0.171 | 0.006 |
| 2008 | -0.057 | -0.026 | -0.025 | -0.006 |
| 2007 | 0.004 | 0.007 | -0.025 | -0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.066 |
| 5 years | 0.029 |
| 10 years | 0.024 |
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