Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | -0.021 | 0 | — |
| 1 year | 0.038 | 0 | — |
| 3 years | 0.060 | 0 | — |
| 5 years | 0.086 | 0 | — |
| 10 years | 0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.084 | — |
| 2022 | -0.032 | — |
| 2021 | 0.160 | — |
| 2020 | -0.213 | — |
| 2019 | 0.064 | — |
| 2018 | -0.110 | — |
| 2017 | 0.048 | — |
| 2016 | 0.024 | — |
| 2015 | 0.087 | — |
| 2014 | 0.093 | — |
| 2013 | 0.265 | — |
| 2012 | 0.079 | — |
| 2011 | 0.089 | — |
| 2010 | 0.108 | — |
| 2009 | 0.109 | — |
| 2008 | -0.197 | — |
| 2007 | 0.074 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.038 | -0.007 | 0.053 | -0.026 |
| 2023 | 0.007 | 0.002 | 0.018 | 0.056 |
| 2022 | -0.030 | -0.065 | -0.036 | 0.107 |
| 2021 | 0.030 | 0.039 | 0.049 | 0.033 |
| 2020 | -0.354 | 0.111 | -0.035 | 0.136 |
| 2019 | 0.042 | -0.023 | 0.000 | 0.045 |
| 2018 | -0.081 | 0.066 | 0.002 | -0.094 |
| 2017 | 0.032 | 0.032 | -0.029 | 0.012 |
| 2016 | -0.038 | -0.001 | 0.048 | 0.017 |
| 2015 | 0.074 | -0.021 | -0.010 | 0.044 |
| 2014 | 0.024 | 0.024 | 0.016 | 0.027 |
| 2013 | 0.142 | 0.024 | 0.031 | 0.050 |
| 2012 | 0.035 | 0.006 | 0.038 | -0.002 |
| 2011 | 0.013 | 0.043 | -0.040 | 0.072 |
| 2010 | 0.038 | -0.050 | 0.080 | 0.040 |
| 2009 | -0.130 | 0.077 | 0.133 | 0.044 |
| 2008 | -0.131 | -0.013 | -0.045 | -0.018 |
| 2007 | 0.032 | 0.035 | -0.018 | 0.025 |
| 2006 | 0.007 | 0.085 | 0.076 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.060 |
| 5 years | 0.086 |
| 10 years | 0.006 |