Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.088 | 0 | 1 |
| 1 month | 0.037 | 0 | 1 |
| 3 months | 0.063 | 0 | 1 |
| 1 year | 0.040 | 0 | 78 |
| 3 years | -0.040 | 0 | 100 |
| 5 years | -0.039 | 0 | 100 |
| 10 years | -0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.136 | — |
| 2023 | -0.005 | — |
| 2022 | -0.073 | — |
| 2021 | -0.059 | — |
| 2020 | -0.050 | — |
| 2019 | -0.021 | — |
| 2018 | -0.013 | — |
| 2017 | -0.001 | — |
| 2016 | 0.036 | — |
| 2015 | -0.054 | — |
| 2014 | 0.013 | — |
| 2013 | 0.010 | — |
| 2012 | 0.154 | — |
| 2011 | -0.032 | — |
| 2010 | 0.116 | — |
| 2009 | 0.184 | — |
| 2008 | 0.080 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.049 | — | — | — |
| 2024 | -0.049 | -0.047 | 0.092 | -0.126 |
| 2023 | 0.007 | -0.033 | -0.057 | 0.085 |
| 2022 | 0.013 | -0.079 | -0.072 | 0.070 |
| 2021 | -0.030 | -0.002 | -0.022 | -0.007 |
| 2020 | -0.056 | 0.003 | -0.009 | 0.013 |
| 2019 | 0.010 | 0.004 | -0.039 | 0.005 |
| 2018 | 0.004 | -0.031 | 0.004 | 0.011 |
| 2017 | 0.037 | -0.018 | 0.007 | -0.026 |
| 2016 | -0.014 | -0.014 | -0.017 | 0.084 |
| 2015 | 0.002 | -0.008 | -0.074 | 0.027 |
| 2014 | 0.007 | 0.024 | 0.004 | -0.020 |
| 2013 | 0.014 | -0.031 | 0.007 | 0.020 |
| 2012 | 0.072 | -0.013 | 0.051 | 0.037 |
| 2011 | 0.017 | 0.021 | -0.078 | 0.011 |
| 2010 | 0.064 | -0.024 | 0.062 | 0.013 |
| 2009 | 0.001 | 0.077 | 0.070 | 0.027 |
| 2008 | 0.062 | -0.049 | 0.015 | 0.053 |
| 2007 | 0.031 | 0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | -0.056 |
| 5 years | -0.049 |
| 10 years | -0.037 |