Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 64 |
| 1 month | -0.010 | 0 | 55 |
| 3 months | -0.005 | 0 | 53 |
| 1 year | 0.067 | 0 | 88 |
| 3 years | 0.014 | 0 | 77 |
| 5 years | -0.015 | 0 | 68 |
| 10 years | 0.000 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.047 | — |
| 2022 | -0.136 | — |
| 2021 | -0.040 | — |
| 2020 | 0.070 | — |
| 2019 | 0.054 | — |
| 2018 | -0.009 | — |
| 2017 | 0.009 | — |
| 2016 | 0.000 | — |
| 2015 | 0.010 | — |
| 2014 | 0.065 | — |
| 2013 | -0.032 | — |
| 2012 | 0.023 | — |
| 2011 | 0.070 | — |
| 2010 | 0.050 | — |
| 2009 | 0.055 | — |
| 2008 | 0.031 | — |
| 2007 | 0.012 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | -0.016 | 0.005 | 0.040 | -0.004 |
| 2023 | 0.025 | -0.010 | -0.043 | 0.078 |
| 2022 | -0.077 | -0.062 | 0.000 | -0.002 |
| 2021 | -0.052 | 0.013 | -0.009 | 0.009 |
| 2020 | -0.011 | 0.065 | 0.009 | 0.006 |
| 2019 | 0.036 | 0.022 | 0.008 | -0.012 |
| 2018 | -0.003 | 0.000 | -0.014 | 0.008 |
| 2017 | 0.009 | 0.006 | -0.022 | 0.016 |
| 2016 | 0.008 | 0.023 | 0.008 | -0.038 |
| 2015 | 0.035 | -0.021 | -0.005 | 0.002 |
| 2014 | 0.024 | 0.015 | 0.004 | 0.020 |
| 2013 | 0.004 | -0.031 | -0.004 | 0.000 |
| 2012 | -0.002 | 0.017 | 0.010 | -0.002 |
| 2011 | -0.007 | 0.018 | 0.041 | 0.017 |
| 2010 | 0.012 | 0.022 | 0.026 | -0.011 |
| 2009 | 0.014 | 0.014 | 0.029 | -0.002 |
| 2008 | 0.022 | -0.012 | -0.016 | 0.037 |
| 2007 | 0.004 | -0.021 | 0.011 | 0.018 |
| 2006 | 0.044 | 0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.014 |
| 5 years | -0.015 |
| 10 years | 0.000 |