Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 95 |
| 1 month | -0.002 | 0 | 61 |
| 3 months | -0.065 | 0 | 95 |
| 1 year | -0.050 | 0 | 97 |
| 3 years | 0.010 | 0 | 97 |
| 5 years | 0.048 | 0 | 97 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.008 | — |
| 2023 | 0.135 | — |
| 2022 | -0.222 | — |
| 2021 | 0.162 | — |
| 2020 | 0.002 | — |
| 2019 | 0.263 | — |
| 2018 | -0.174 | — |
| 2017 | 0.078 | — |
| 2016 | 0.023 | — |
| 2015 | 0.106 | — |
| 2014 | 0.012 | — |
| 2013 | 0.206 | — |
| 2012 | 0.225 | — |
| 2011 | -0.133 | — |
| 2010 | 0.064 | — |
| 2009 | 0.212 | — |
| 2008 | -0.397 | — |
| 2007 | -0.025 | — |
| 2006 | 0.210 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.082 | -0.018 | 0.000 | -0.052 |
| 2023 | 0.135 | 0.016 | -0.084 | 0.075 |
| 2022 | -0.112 | -0.144 | -0.040 | 0.065 |
| 2021 | 0.076 | 0.060 | -0.015 | 0.034 |
| 2020 | -0.230 | 0.159 | 0.013 | 0.110 |
| 2019 | 0.115 | 0.062 | 0.022 | 0.043 |
| 2018 | -0.043 | 0.014 | 0.000 | -0.149 |
| 2017 | 0.055 | 0.004 | 0.039 | -0.020 |
| 2016 | -0.070 | -0.034 | 0.058 | 0.075 |
| 2015 | 0.198 | -0.042 | -0.080 | 0.048 |
| 2014 | 0.009 | 0.024 | -0.019 | -0.002 |
| 2013 | 0.020 | 0.009 | 0.102 | 0.064 |
| 2012 | 0.101 | -0.033 | 0.082 | 0.063 |
| 2011 | 0.019 | 0.011 | -0.225 | 0.087 |
| 2010 | 0.024 | -0.069 | 0.054 | 0.059 |
| 2009 | -0.147 | 0.185 | 0.163 | 0.032 |
| 2008 | -0.149 | -0.029 | -0.141 | -0.150 |
| 2007 | 0.032 | 0.051 | -0.037 | -0.067 |
| 2006 | 0.128 | -0.047 | 0.033 | 0.090 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.078 |
| 3 years | 0.000 |
| 5 years | 0.042 |
| 10 years | 0.007 |