Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 50 |
| 1 month | 0.004 | 0 | 10 |
| 3 months | -0.037 | 0 | 39 |
| 1 year | 0.040 | 0 | 31 |
| 3 years | 0.015 | 0 | 69 |
| 5 years | 0.035 | 0 | 64 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.090 | — |
| 2022 | -0.170 | — |
| 2021 | 0.082 | — |
| 2020 | 0.065 | — |
| 2019 | 0.107 | — |
| 2018 | -0.073 | — |
| 2017 | 0.052 | — |
| 2016 | -0.016 | — |
| 2015 | 0.002 | — |
| 2014 | 0.067 | — |
| 2013 | 0.106 | — |
| 2012 | 0.084 | — |
| 2011 | -0.037 | — |
| 2010 | 0.051 | — |
| 2009 | 0.146 | — |
| 2008 | -0.247 | — |
| 2007 | 0.004 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.039 | 0.006 | 0.033 | 0.002 |
| 2023 | 0.030 | 0.011 | -0.023 | 0.072 |
| 2022 | -0.053 | -0.093 | -0.041 | 0.008 |
| 2021 | 0.027 | 0.024 | 0.006 | 0.024 |
| 2020 | -0.115 | 0.092 | 0.024 | 0.076 |
| 2019 | 0.054 | 0.019 | 0.013 | 0.018 |
| 2018 | -0.011 | -0.006 | 0.001 | -0.059 |
| 2017 | 0.016 | 0.008 | 0.015 | 0.013 |
| 2016 | -0.023 | 0.003 | 0.015 | -0.010 |
| 2015 | 0.074 | -0.031 | -0.050 | 0.013 |
| 2014 | 0.008 | 0.027 | 0.019 | 0.012 |
| 2013 | 0.043 | -0.004 | 0.033 | 0.031 |
| 2012 | 0.046 | -0.018 | 0.045 | 0.010 |
| 2011 | -0.003 | -0.010 | -0.068 | 0.048 |
| 2010 | 0.013 | -0.045 | 0.044 | 0.040 |
| 2009 | -0.062 | 0.089 | 0.105 | 0.015 |
| 2008 | -0.098 | -0.026 | -0.052 | -0.096 |
| 2007 | 0.026 | 0.038 | -0.031 | -0.027 |
| 2006 | -0.032 | 0.038 | 0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | -0.002 |
| 5 years | 0.024 |
| 10 years | 0.004 |