Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 34 |
| 1 month | -0.007 | 0 | 70 |
| 3 months | 0.010 | 0 | 27 |
| 1 year | 0.041 | 0 | 34 |
| 3 years | 0.051 | 0 | 24 |
| 5 years | 0.060 | 0 | 29 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.055 | — |
| 2022 | -0.036 | — |
| 2021 | 0.084 | — |
| 2020 | 0.063 | — |
| 2019 | 0.104 | — |
| 2018 | -0.054 | — |
| 2017 | 0.041 | — |
| 2016 | -0.017 | — |
| 2015 | 0.028 | — |
| 2014 | 0.072 | — |
| 2013 | 0.210 | — |
| 2012 | 0.054 | — |
| 2011 | 0.026 | — |
| 2010 | 0.063 | — |
| 2009 | 0.346 | — |
| 2008 | -0.247 | — |
| 2007 | 0.007 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.062 | 0.018 | 0.022 | -0.017 |
| 2023 | 0.014 | 0.005 | -0.006 | 0.041 |
| 2022 | -0.029 | -0.034 | -0.019 | 0.048 |
| 2021 | 0.044 | 0.024 | 0.032 | -0.017 |
| 2020 | -0.037 | 0.008 | 0.069 | 0.024 |
| 2019 | 0.025 | 0.007 | 0.007 | 0.063 |
| 2018 | -0.002 | 0.007 | -0.012 | -0.047 |
| 2017 | 0.025 | 0.020 | 0.002 | -0.006 |
| 2016 | -0.030 | -0.005 | -0.001 | 0.020 |
| 2015 | 0.029 | -0.008 | 0.008 | -0.001 |
| 2014 | 0.047 | 0.003 | 0.015 | 0.006 |
| 2013 | 0.077 | 0.021 | 0.032 | 0.066 |
| 2012 | 0.026 | -0.007 | 0.033 | 0.002 |
| 2011 | -0.011 | 0.020 | -0.052 | 0.072 |
| 2010 | 0.039 | -0.068 | 0.043 | 0.053 |
| 2009 | -0.029 | 0.132 | 0.201 | 0.020 |
| 2008 | -0.175 | -0.053 | -0.043 | 0.008 |
| 2007 | 0.019 | 0.063 | -0.035 | -0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.034 |
| 5 years | 0.050 |
| 10 years | 0.029 |