Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.056 | 0 | 94 |
| 1 month | -0.020 | 0 | 81 |
| 3 months | -0.090 | 0 | 93 |
| 1 year | -0.002 | 0 | 92 |
| 3 years | 0.040 | 0 | 33 |
| 5 years | 0.061 | 0 | 51 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.112 | — |
| 2022 | -0.102 | — |
| 2021 | 0.116 | — |
| 2020 | 0.075 | — |
| 2019 | 0.163 | — |
| 2018 | -0.040 | — |
| 2017 | 0.085 | — |
| 2016 | 0.156 | — |
| 2015 | 0.018 | — |
| 2014 | 0.053 | — |
| 2013 | 0.051 | — |
| 2012 | 0.048 | — |
| 2011 | -0.040 | — |
| 2010 | 0.126 | — |
| 2009 | 0.244 | — |
| 2008 | -0.208 | — |
| 2007 | 0.081 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.066 | 0.016 | 0.002 | 0.024 |
| 2023 | 0.029 | 0.020 | -0.007 | 0.067 |
| 2022 | -0.043 | -0.078 | 0.004 | 0.014 |
| 2021 | 0.009 | 0.051 | 0.016 | 0.036 |
| 2020 | -0.125 | 0.121 | 0.039 | 0.055 |
| 2019 | 0.060 | 0.050 | 0.026 | 0.018 |
| 2018 | -0.039 | 0.048 | 0.029 | -0.074 |
| 2017 | 0.032 | 0.008 | 0.011 | 0.032 |
| 2016 | 0.023 | 0.039 | 0.060 | 0.026 |
| 2015 | 0.044 | -0.030 | -0.040 | 0.047 |
| 2014 | 0.000 | 0.015 | 0.013 | 0.024 |
| 2013 | 0.059 | -0.022 | 0.001 | 0.014 |
| 2012 | 0.010 | -0.006 | 0.031 | 0.012 |
| 2011 | 0.000 | 0.007 | -0.074 | 0.029 |
| 2010 | 0.037 | -0.053 | 0.065 | 0.076 |
| 2009 | -0.020 | 0.083 | 0.135 | 0.033 |
| 2008 | -0.060 | 0.002 | -0.084 | -0.082 |
| 2007 | 0.003 | 0.048 | 0.029 | 0.000 |
| 2006 | 0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.082 |
| 3 years | 0.012 |
| 5 years | 0.043 |
| 10 years | 0.047 |