Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 33 |
| 1 month | 0.010 | 0 | 88 |
| 3 months | 0.010 | 0 | 41 |
| 1 year | 0.056 | 0 | 51 |
| 3 years | 0.003 | 0 | 76 |
| 5 years | -0.007 | 0 | 67 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.018 | — |
| 2023 | 0.098 | — |
| 2022 | -0.202 | — |
| 2021 | -0.021 | — |
| 2020 | 0.080 | — |
| 2019 | 0.104 | — |
| 2018 | -0.029 | — |
| 2017 | 0.054 | — |
| 2016 | 0.103 | — |
| 2015 | 0.007 | — |
| 2014 | 0.105 | — |
| 2013 | 0.019 | — |
| 2012 | 0.168 | — |
| 2011 | 0.051 | — |
| 2010 | 0.078 | — |
| 2009 | 0.071 | — |
| 2008 | -0.013 | — |
| 2007 | 0.016 | — |
| 2006 | -0.001 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.002 | -0.001 | 0.023 | -0.006 |
| 2023 | 0.018 | -0.033 | 0.022 | 0.091 |
| 2022 | -0.070 | -0.091 | -0.113 | 0.064 |
| 2021 | -0.034 | 0.018 | -0.005 | 0.001 |
| 2020 | -0.050 | 0.079 | 0.014 | 0.038 |
| 2019 | 0.043 | 0.025 | 0.036 | -0.004 |
| 2018 | -0.015 | -0.004 | -0.006 | -0.005 |
| 2017 | 0.022 | 0.008 | 0.000 | 0.022 |
| 2016 | 0.022 | 0.043 | 0.064 | -0.028 |
| 2015 | 0.039 | -0.039 | 0.010 | 0.000 |
| 2014 | 0.026 | 0.026 | 0.018 | 0.032 |
| 2013 | 0.009 | -0.022 | 0.023 | 0.009 |
| 2012 | 0.046 | 0.017 | 0.063 | 0.033 |
| 2011 | 0.022 | 0.014 | -0.017 | 0.031 |
| 2010 | 0.043 | 0.009 | 0.063 | -0.036 |
| 2009 | -0.034 | 0.043 | 0.067 | -0.003 |
| 2008 | -0.024 | -0.011 | -0.001 | 0.023 |
| 2007 | -0.001 | -0.022 | 0.016 | 0.024 |
| 2006 | -0.005 | -0.013 | 0.027 | -0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.003 |
| 5 years | -0.007 |
| 10 years | 0.017 |