Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 82 |
| 1 month | 0.000 | 0 | 58 |
| 3 months | -0.035 | 0 | 93 |
| 1 year | -0.006 | 0 | 98 |
| 3 years | 0.004 | 0 | 91 |
| 5 years | 0.014 | 0 | 72 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.004 | — |
| 2023 | 0.100 | — |
| 2022 | -0.165 | — |
| 2021 | 0.076 | — |
| 2020 | 0.054 | — |
| 2019 | 0.119 | — |
| 2018 | -0.058 | — |
| 2017 | 0.038 | — |
| 2016 | 0.002 | — |
| 2015 | 0.052 | — |
| 2014 | 0.122 | — |
| 2013 | 0.049 | — |
| 2012 | 0.157 | — |
| 2011 | 0.042 | — |
| 2010 | 0.157 | — |
| 2009 | 0.159 | — |
| 2008 | -0.143 | — |
| 2007 | 0.014 | — |
| 2006 | 0.054 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.019 | -0.009 | 0.022 | -0.026 |
| 2023 | 0.045 | 0.004 | -0.032 | 0.083 |
| 2022 | -0.076 | -0.096 | -0.038 | 0.038 |
| 2021 | 0.016 | 0.028 | 0.007 | 0.024 |
| 2020 | -0.066 | 0.069 | 0.026 | 0.029 |
| 2019 | 0.060 | 0.020 | 0.008 | 0.026 |
| 2018 | -0.017 | 0.016 | -0.005 | -0.052 |
| 2017 | 0.019 | 0.008 | 0.005 | 0.005 |
| 2016 | -0.004 | 0.003 | 0.013 | -0.009 |
| 2015 | 0.085 | -0.050 | -0.005 | 0.026 |
| 2014 | 0.033 | 0.034 | 0.017 | 0.033 |
| 2013 | 0.019 | -0.010 | 0.021 | 0.018 |
| 2012 | 0.059 | 0.002 | 0.055 | 0.033 |
| 2011 | -0.013 | 0.029 | -0.010 | 0.036 |
| 2010 | 0.066 | 0.022 | 0.056 | 0.007 |
| 2009 | -0.038 | 0.076 | 0.095 | 0.024 |
| 2008 | -0.028 | -0.035 | -0.038 | -0.051 |
| 2007 | 0.006 | 0.000 | 0.005 | 0.002 |
| 2006 | 0.018 | -0.017 | 0.033 | 0.019 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | -0.006 |
| 5 years | 0.008 |
| 10 years | 0.008 |