Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | — |
| 1 month | -0.011 | 0 | — |
| 3 months | -0.041 | 0 | — |
| 1 year | -0.002 | 0 | — |
| 3 years | 0.014 | 0 | — |
| 5 years | 0.030 | 0 | — |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.064 | — |
| 2023 | 0.064 | — |
| 2022 | -0.098 | — |
| 2021 | 0.073 | — |
| 2020 | -0.015 | — |
| 2019 | 0.068 | — |
| 2018 | -0.052 | — |
| 2017 | 0.030 | — |
| 2016 | 0.009 | — |
| 2015 | 0.019 | — |
| 2014 | 0.044 | — |
| 2013 | 0.055 | — |
| 2012 | 0.019 | — |
| 2011 | -0.018 | — |
| 2010 | 0.019 | — |
| 2009 | 0.080 | — |
| 2008 | -0.072 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.051 | 0.016 | -0.001 | -0.002 |
| 2023 | 0.016 | 0.012 | 0.006 | 0.029 |
| 2022 | -0.035 | -0.051 | -0.029 | 0.015 |
| 2021 | 0.027 | 0.026 | 0.005 | 0.013 |
| 2020 | -0.117 | 0.064 | 0.006 | 0.042 |
| 2019 | 0.039 | 0.004 | 0.009 | 0.014 |
| 2018 | -0.015 | 0.010 | 0.004 | -0.051 |
| 2017 | 0.021 | -0.001 | 0.014 | -0.004 |
| 2016 | -0.023 | 0.002 | 0.016 | 0.014 |
| 2015 | 0.060 | -0.025 | -0.027 | 0.014 |
| 2014 | 0.015 | 0.022 | 0.003 | 0.003 |
| 2013 | 0.013 | -0.003 | 0.023 | 0.021 |
| 2012 | 0.009 | -0.016 | 0.019 | 0.007 |
| 2011 | 0.000 | 0.003 | -0.028 | 0.007 |
| 2010 | 0.009 | -0.011 | 0.019 | 0.002 |
| 2009 | -0.016 | 0.046 | 0.047 | 0.002 |
| 2008 | -0.055 | -0.001 | 0.000 | -0.017 |
| 2007 | 0.035 | -0.017 | -0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.014 |
| 5 years | 0.030 |
| 10 years | 0.007 |