Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 17 |
| 1 month | 0.013 | 0 | 10 |
| 3 months | 0.016 | 0 | 13 |
| 1 year | 0.083 | 0 | 11 |
| 3 years | 0.045 | 0 | 30 |
| 5 years | 0.042 | 0 | 58 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.042 | — |
| 2023 | 0.095 | — |
| 2022 | -0.106 | — |
| 2021 | 0.029 | — |
| 2020 | 0.024 | — |
| 2019 | 0.077 | — |
| 2018 | -0.082 | — |
| 2017 | 0.050 | — |
| 2016 | 0.048 | — |
| 2015 | -0.012 | — |
| 2014 | 0.030 | — |
| 2013 | 0.089 | — |
| 2012 | 0.152 | — |
| 2011 | -0.073 | — |
| 2010 | 0.064 | — |
| 2009 | 0.156 | — |
| 2008 | 0.000 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.014 | 0.001 | 0.036 | -0.009 |
| 2023 | 0.038 | 0.006 | -0.005 | 0.054 |
| 2022 | -0.048 | -0.079 | -0.034 | 0.055 |
| 2021 | 0.012 | 0.014 | -0.005 | 0.007 |
| 2020 | -0.134 | 0.094 | 0.023 | 0.056 |
| 2019 | 0.037 | 0.019 | 0.015 | 0.004 |
| 2018 | -0.025 | -0.010 | 0.003 | -0.052 |
| 2017 | 0.024 | 0.012 | 0.011 | 0.003 |
| 2016 | 0.002 | 0.007 | 0.028 | 0.010 |
| 2015 | 0.039 | -0.014 | -0.072 | 0.039 |
| 2014 | 0.009 | 0.023 | -0.008 | 0.005 |
| 2013 | 0.010 | 0.012 | 0.047 | 0.017 |
| 2012 | 0.089 | -0.021 | 0.043 | 0.036 |
| 2011 | 0.022 | 0.001 | -0.116 | 0.025 |
| 2010 | 0.036 | -0.021 | 0.041 | 0.006 |
| 2009 | -0.020 | 0.087 | 0.062 | 0.022 |
| 2008 | 0.029 | 0.025 | -0.003 | -0.049 |
| 2007 | 0.010 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.041 |
| 5 years | 0.040 |
| 10 years | 0.013 |