Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 77 |
| 1 month | -0.005 | 0 | 59 |
| 3 months | -0.037 | 0 | 86 |
| 1 year | 0.024 | 0 | 84 |
| 3 years | 0.011 | 0 | 69 |
| 5 years | 0.020 | 0 | 49 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.064 | — |
| 2022 | -0.132 | — |
| 2021 | 0.049 | — |
| 2020 | 0.048 | — |
| 2019 | 0.096 | — |
| 2018 | -0.083 | — |
| 2017 | 0.018 | — |
| 2016 | -0.035 | — |
| 2015 | -0.012 | — |
| 2014 | 0.035 | — |
| 2013 | 0.032 | — |
| 2012 | 0.048 | — |
| 2011 | -0.028 | — |
| 2010 | 0.003 | — |
| 2009 | 0.058 | — |
| 2008 | -0.149 | — |
| 2007 | 0.026 | — |
| 2006 | 0.018 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.024 | 0.009 | 0.022 | 0.000 |
| 2023 | 0.015 | 0.008 | -0.017 | 0.058 |
| 2022 | -0.047 | -0.078 | -0.028 | 0.017 |
| 2021 | 0.003 | 0.028 | 0.002 | 0.015 |
| 2020 | -0.093 | 0.081 | 0.016 | 0.051 |
| 2019 | 0.060 | 0.017 | 0.005 | 0.012 |
| 2018 | -0.023 | -0.005 | 0.000 | -0.057 |
| 2017 | 0.010 | -0.003 | 0.007 | 0.004 |
| 2016 | -0.020 | -0.003 | -0.001 | -0.012 |
| 2015 | 0.009 | -0.015 | -0.026 | 0.021 |
| 2014 | 0.010 | 0.012 | 0.005 | 0.007 |
| 2013 | 0.016 | -0.015 | 0.010 | 0.022 |
| 2012 | 0.035 | -0.017 | 0.017 | 0.012 |
| 2011 | 0.006 | -0.009 | -0.037 | 0.012 |
| 2010 | -0.002 | -0.040 | 0.032 | 0.014 |
| 2009 | -0.031 | 0.028 | 0.047 | 0.015 |
| 2008 | -0.050 | -0.013 | -0.042 | -0.051 |
| 2007 | 0.010 | 0.029 | 0.008 | -0.021 |
| 2006 | 0.033 | -0.035 | 0.024 | -0.003 |
| 2005 | 0.025 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | -0.002 |
| 5 years | 0.012 |
| 10 years | -0.003 |