Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | — |
| 1 month | 0.009 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.013 | 0 | — |
| 3 years | 0.000 | 0 | — |
| 5 years | -0.014 | 0 | — |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.047 | — |
| 2022 | -0.143 | — |
| 2021 | -0.009 | — |
| 2020 | 0.013 | — |
| 2019 | 0.134 | — |
| 2018 | -0.010 | — |
| 2017 | -0.013 | — |
| 2016 | 0.075 | — |
| 2015 | -0.018 | — |
| 2014 | 0.140 | — |
| 2013 | -0.063 | — |
| 2012 | 0.125 | — |
| 2011 | -0.005 | — |
| 2010 | 0.103 | — |
| 2009 | 0.129 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | -0.005 | — | — |
| 2024 | 0.007 | -0.007 | 0.026 | 0.010 |
| 2023 | 0.014 | -0.004 | -0.013 | 0.050 |
| 2022 | -0.051 | -0.071 | -0.020 | -0.009 |
| 2021 | -0.021 | 0.009 | 0.005 | -0.002 |
| 2020 | -0.064 | 0.057 | 0.007 | 0.017 |
| 2019 | 0.054 | 0.037 | 0.036 | 0.001 |
| 2018 | 0.001 | -0.012 | -0.002 | 0.003 |
| 2017 | 0.006 | -0.015 | -0.008 | 0.003 |
| 2016 | 0.017 | 0.038 | 0.023 | -0.004 |
| 2015 | 0.065 | -0.044 | -0.034 | -0.001 |
| 2014 | 0.027 | 0.037 | 0.045 | 0.025 |
| 2013 | 0.011 | -0.046 | -0.013 | -0.016 |
| 2012 | 0.045 | 0.020 | 0.044 | 0.013 |
| 2011 | -0.001 | 0.005 | -0.017 | 0.008 |
| 2010 | 0.076 | 0.027 | 0.016 | -0.016 |
| 2009 | -0.139 | 0.154 | 0.106 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.000 |
| 5 years | -0.014 |
| 10 years | 0.005 |