Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 4 |
| 1 month | 0.007 | 0 | 38 |
| 3 months | 0.012 | 0 | 1 |
| 1 year | 0.054 | 0 | 28 |
| 3 years | 0.020 | 0 | 87 |
| 5 years | 0.002 | 0 | 76 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.050 | — |
| 2022 | -0.082 | — |
| 2021 | -0.009 | — |
| 2020 | -0.002 | — |
| 2019 | 0.001 | — |
| 2018 | 0.003 | — |
| 2017 | 0.012 | — |
| 2016 | 0.018 | — |
| 2015 | 0.002 | — |
| 2014 | 0.025 | — |
| 2013 | -0.001 | — |
| 2012 | 0.052 | — |
| 2011 | 0.095 | — |
| 2010 | 0.045 | — |
| 2009 | 0.066 | — |
| 2008 | 0.070 | — |
| 2007 | 0.017 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.003 | 0.006 | 0.025 | 0.006 |
| 2023 | 0.011 | 0.001 | 0.009 | 0.029 |
| 2022 | -0.032 | -0.024 | -0.033 | 0.005 |
| 2021 | -0.004 | -0.002 | -0.003 | 0.000 |
| 2020 | -0.008 | 0.007 | 0.001 | -0.001 |
| 2019 | 0.006 | 0.002 | -0.002 | -0.006 |
| 2018 | -0.002 | 0.003 | 0.000 | 0.002 |
| 2017 | 0.003 | 0.001 | 0.006 | 0.001 |
| 2016 | 0.008 | 0.008 | 0.002 | 0.000 |
| 2015 | 0.006 | -0.012 | 0.002 | 0.005 |
| 2014 | 0.011 | 0.008 | 0.005 | 0.000 |
| 2013 | 0.002 | -0.010 | -0.003 | 0.009 |
| 2012 | -0.001 | 0.019 | 0.017 | 0.016 |
| 2011 | -0.013 | 0.018 | 0.058 | 0.029 |
| 2010 | 0.026 | 0.031 | 0.021 | -0.033 |
| 2009 | 0.017 | 0.012 | 0.026 | 0.009 |
| 2008 | 0.021 | -0.029 | 0.017 | 0.061 |
| 2007 | 0.006 | -0.019 | 0.018 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.019 |
| 5 years | 0.001 |
| 10 years | 0.003 |