Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 12 |
| 1 month | -0.028 | 0 | 33 |
| 3 months | 0.009 | 0 | 12 |
| 1 year | 0.017 | 0 | 73 |
| 3 years | 0.008 | 0 | 78 |
| 5 years | 0.029 | 0 | 88 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.024 | — |
| 2023 | 0.026 | — |
| 2022 | -0.073 | — |
| 2021 | 0.114 | — |
| 2020 | 0.008 | — |
| 2019 | 0.083 | — |
| 2018 | -0.046 | — |
| 2017 | 0.036 | — |
| 2016 | 0.042 | — |
| 2015 | 0.040 | — |
| 2014 | 0.116 | — |
| 2013 | 0.083 | — |
| 2012 | 0.103 | — |
| 2011 | 0.057 | — |
| 2010 | 0.025 | — |
| 2009 | 0.180 | — |
| 2008 | -0.107 | — |
| 2007 | 0.006 | — |
| 2006 | 0.086 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.017 | -0.036 | 0.065 | -0.019 |
| 2023 | 0.020 | -0.010 | -0.012 | 0.029 |
| 2022 | -0.040 | -0.037 | -0.042 | 0.047 |
| 2021 | 0.028 | 0.032 | 0.002 | 0.048 |
| 2020 | -0.044 | 0.023 | 0.005 | 0.026 |
| 2019 | 0.049 | 0.003 | 0.021 | 0.008 |
| 2018 | -0.022 | -0.009 | 0.019 | -0.034 |
| 2017 | 0.033 | 0 | -0.006 | 0.009 |
| 2016 | 0.050 | 0.022 | -0.001 | -0.027 |
| 2015 | 0.048 | -0.024 | 0.000 | 0.017 |
| 2014 | 0.018 | 0.030 | 0.035 | 0.028 |
| 2013 | 0.042 | 0.005 | 0.011 | 0.023 |
| 2012 | 0.049 | -0.001 | 0.044 | 0.008 |
| 2011 | -0.003 | 0.026 | -0.010 | 0.043 |
| 2010 | 0.013 | -0.020 | 0.034 | -0.002 |
| 2009 | -0.040 | 0.094 | 0.079 | 0.041 |
| 2008 | -0.041 | 0.000 | -0.019 | -0.051 |
| 2007 | 0.007 | 0.008 | 0.000 | -0.008 |
| 2006 | 0.022 | -0.003 | 0.034 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.007 |
| 5 years | 0.029 |
| 10 years | 0.020 |