Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 58 |
| 1 month | -0.020 | 0 | 76 |
| 3 months | -0.044 | 0 | 48 |
| 1 year | 0 | 0 | 91 |
| 3 years | 0.011 | 0 | 80 |
| 5 years | 0.022 | 0 | 85 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.070 | — |
| 2022 | -0.075 | — |
| 2021 | 0.067 | — |
| 2020 | -0.012 | — |
| 2019 | 0.060 | — |
| 2018 | -0.040 | — |
| 2017 | -0.004 | — |
| 2016 | 0.026 | — |
| 2015 | -0.010 | — |
| 2014 | 0.077 | — |
| 2013 | 0.008 | — |
| 2012 | 0.037 | — |
| 2011 | -0.032 | — |
| 2010 | 0.085 | — |
| 2009 | 0.103 | — |
| 2008 | -0.216 | — |
| 2007 | 0.040 | — |
| 2006 | 0.027 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.016 | 0.002 | 0.020 | 0.006 |
| 2023 | 0.004 | 0.017 | -0.008 | 0.057 |
| 2022 | -0.023 | -0.047 | -0.005 | -0.001 |
| 2021 | 0.021 | 0.022 | 0.001 | 0.022 |
| 2020 | -0.068 | 0.022 | 0.012 | 0.024 |
| 2019 | 0.028 | 0.012 | 0.014 | 0.005 |
| 2018 | -0.018 | 0.004 | 0.003 | -0.029 |
| 2017 | 0 | -0.010 | -0.008 | 0.013 |
| 2016 | 0.004 | 0.006 | 0.005 | 0.010 |
| 2015 | 0.050 | -0.034 | -0.025 | 0.001 |
| 2014 | 0.007 | 0.027 | 0.016 | 0.025 |
| 2013 | 0.021 | -0.023 | 0.002 | 0.009 |
| 2012 | 0.024 | -0.006 | 0.021 | -0.003 |
| 2011 | -0.024 | -0.001 | -0.008 | 0.001 |
| 2010 | 0.029 | 0.011 | 0.004 | 0.039 |
| 2009 | -0.017 | 0.039 | 0.052 | 0.025 |
| 2008 | -0.054 | -0.009 | -0.053 | -0.117 |
| 2007 | 0.018 | 0.024 | 0 | -0.003 |
| 2006 | 0.032 | -0.055 | 0.014 | 0.038 |
| 2005 | 0.040 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.001 |
| 5 years | 0.016 |
| 10 years | 0.000 |