Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 54 |
| 1 month | 0.006 | 0 | 29 |
| 3 months | -0.004 | 0 | 44 |
| 1 year | 0.047 | 0 | 37 |
| 3 years | 0.025 | 0 | 42 |
| 5 years | 0.017 | 0 | 63 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | 0.074 | — |
| 2022 | -0.096 | — |
| 2021 | 0.012 | — |
| 2020 | 0.029 | — |
| 2019 | 0.047 | — |
| 2018 | -0.006 | — |
| 2017 | 0.016 | — |
| 2016 | 0.032 | — |
| 2015 | 0.024 | — |
| 2014 | 0.116 | — |
| 2013 | 0.021 | — |
| 2012 | 0.098 | — |
| 2011 | 0.017 | — |
| 2010 | 0.013 | — |
| 2009 | 0.066 | — |
| 2008 | 0.057 | — |
| 2007 | 0.012 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.012 | 0.003 | 0.026 | 0.009 |
| 2023 | 0.012 | 0.013 | -0.006 | 0.054 |
| 2022 | -0.033 | -0.054 | -0.023 | 0.011 |
| 2021 | -0.001 | 0.006 | 0.003 | 0.005 |
| 2020 | -0.040 | 0.032 | 0.018 | 0.020 |
| 2019 | 0.019 | 0.016 | 0.013 | -0.002 |
| 2018 | 0.003 | -0.011 | -0.004 | 0.005 |
| 2017 | -0.012 | 0.009 | 0.007 | 0.011 |
| 2016 | 0.031 | 0.012 | 0.008 | -0.020 |
| 2015 | 0.039 | -0.052 | 0.030 | 0.009 |
| 2014 | 0.035 | 0.036 | 0.020 | 0.021 |
| 2013 | 0.003 | -0.010 | 0.011 | 0.017 |
| 2012 | 0.031 | 0.004 | 0.032 | 0.028 |
| 2011 | -0.011 | 0.011 | 0.029 | -0.011 |
| 2010 | 0.024 | -0.002 | 0.026 | -0.034 |
| 2009 | 0.009 | 0.011 | 0.041 | 0.003 |
| 2008 | 0.020 | -0.035 | 0.035 | 0.038 |
| 2007 | 0.003 | -0.016 | 0.017 | 0.009 |
| 2006 | -0.008 | 0.027 | -0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.015 |
| 5 years | 0.011 |
| 10 years | 0.012 |