Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 68 |
| 1 month | 0.016 | 0 | 64 |
| 3 months | 0.029 | 0 | 46 |
| 1 year | 0.034 | 0 | 62 |
| 3 years | 0.022 | 0 | 87 |
| 5 years | 0.005 | 0 | 93 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.074 | — |
| 2022 | -0.070 | — |
| 2021 | -0.029 | — |
| 2020 | -0.075 | — |
| 2019 | 0.154 | — |
| 2018 | -0.050 | — |
| 2017 | 0.006 | — |
| 2016 | 0.099 | — |
| 2015 | -0.065 | — |
| 2014 | 0.067 | — |
| 2013 | -0.116 | — |
| 2012 | 0.122 | — |
| 2011 | -0.006 | — |
| 2010 | 0.213 | — |
| 2009 | 0.132 | — |
| 2008 | -0.049 | — |
| 2007 | 0.023 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | -0.008 | — | — |
| 2024 | -0.004 | -0.010 | 0.040 | -0.005 |
| 2023 | 0.026 | 0.018 | -0.003 | 0.032 |
| 2022 | -0.038 | -0.030 | 0.009 | -0.013 |
| 2021 | -0.037 | 0.026 | -0.011 | -0.007 |
| 2020 | -0.146 | 0.066 | -0.037 | 0.055 |
| 2019 | 0.056 | 0.044 | 0.029 | 0.016 |
| 2018 | 0.018 | -0.072 | -0.024 | 0.030 |
| 2017 | 0.049 | -0.029 | -0.001 | -0.011 |
| 2016 | 0.051 | 0.045 | 0.012 | -0.010 |
| 2015 | 0.089 | -0.052 | -0.109 | 0.016 |
| 2014 | 0.018 | 0.043 | 0.019 | -0.014 |
| 2013 | 0.028 | -0.080 | -0.043 | -0.022 |
| 2012 | 0.043 | 0.028 | 0.039 | 0.008 |
| 2011 | -0.042 | 0.012 | -0.005 | 0.030 |
| 2010 | 0.113 | 0.076 | -0.006 | 0.019 |
| 2009 | -0.008 | 0.062 | 0.030 | 0.043 |
| 2008 | -0.049 | 0.003 | 0.032 | -0.034 |
| 2007 | 0.012 | 0.031 | -0.011 | -0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.005 |
| 5 years | -0.005 |
| 10 years | -0.003 |