Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 5 |
| 1 month | -0.010 | 0 | 4 |
| 3 months | -0.030 | 0 | 7 |
| 1 year | 0.009 | 0 | 11 |
| 3 years | 0.004 | 0 | 97 |
| 5 years | 0.019 | 0 | 99 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.029 | — |
| 2022 | -0.103 | — |
| 2021 | 0.062 | — |
| 2020 | 0.055 | — |
| 2019 | 0.079 | — |
| 2018 | -0.043 | — |
| 2017 | 0.053 | — |
| 2016 | 0.034 | — |
| 2015 | -0.013 | — |
| 2014 | 0.069 | — |
| 2013 | 0.078 | — |
| 2012 | 0.130 | — |
| 2011 | -0.005 | — |
| 2010 | 0.043 | — |
| 2009 | 0.120 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.034 | 0.015 | 0.002 | 0.006 |
| 2023 | 0.015 | 0.001 | -0.015 | 0.029 |
| 2022 | -0.037 | -0.042 | -0.023 | -0.004 |
| 2021 | 0.027 | 0.018 | 0.009 | 0.007 |
| 2020 | -0.057 | 0.054 | 0.021 | 0.040 |
| 2019 | 0.038 | 0.014 | 0.007 | 0.019 |
| 2018 | -0.008 | -0.004 | -0.004 | -0.027 |
| 2017 | 0.014 | 0.018 | 0.008 | 0.012 |
| 2016 | 0.013 | 0.014 | 0.009 | -0.002 |
| 2015 | 0.029 | -0.011 | -0.029 | -0.001 |
| 2014 | 0.005 | 0.021 | 0.024 | 0.018 |
| 2013 | 0.050 | -0.020 | 0.019 | 0.028 |
| 2012 | 0.061 | -0.021 | 0.034 | 0.052 |
| 2011 | 0.009 | 0.006 | -0.030 | 0.011 |
| 2010 | 0.023 | -0.010 | 0.026 | 0.004 |
| 2009 | -0.002 | 0.059 | 0.030 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.004 |
| 5 years | 0.019 |
| 10 years | 0.014 |