Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 67 |
| 1 month | 0.021 | 0 | 13 |
| 3 months | 0.008 | 0 | 73 |
| 1 year | 0.050 | 0 | 31 |
| 3 years | 0.004 | 0 | 24 |
| 5 years | -0.008 | 0 | 23 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.085 | — |
| 2022 | -0.176 | — |
| 2021 | -0.027 | — |
| 2020 | 0.035 | — |
| 2019 | 0.095 | — |
| 2018 | 0.002 | — |
| 2017 | 0.014 | — |
| 2016 | 0.034 | — |
| 2015 | 0.016 | — |
| 2014 | 0.132 | — |
| 2013 | 0.019 | — |
| 2012 | 0.114 | — |
| 2011 | -0.008 | — |
| 2010 | 0.009 | — |
| 2009 | 0.047 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | -0.009 | -0.012 | 0.045 | -0.003 |
| 2023 | 0.029 | 0.001 | -0.022 | 0.077 |
| 2022 | -0.056 | -0.073 | -0.052 | -0.007 |
| 2021 | -0.014 | -0.004 | 0.002 | -0.011 |
| 2020 | -0.030 | 0.021 | 0.024 | 0.022 |
| 2019 | 0.027 | 0.043 | 0.042 | -0.018 |
| 2018 | 0.019 | -0.018 | -0.009 | 0.010 |
| 2017 | -0.015 | 0.013 | 0.007 | 0.009 |
| 2016 | 0.034 | 0.020 | 0.008 | -0.028 |
| 2015 | 0.039 | -0.051 | 0.026 | 0.005 |
| 2014 | 0.040 | 0.032 | 0.029 | 0.025 |
| 2013 | 0.002 | -0.004 | 0.009 | 0.012 |
| 2012 | 0.041 | 0.002 | 0.036 | 0.031 |
| 2011 | -0.009 | 0.006 | 0.026 | -0.030 |
| 2010 | 0.021 | -0.002 | 0.028 | -0.037 |
| 2009 | 0.008 | 0.011 | 0.032 | -0.004 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.001 |
| 5 years | -0.010 |
| 10 years | 0.004 |