Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | — |
| 1 month | -0.041 | 0 | — |
| 3 months | -0.071 | 0 | — |
| 1 year | 0.016 | 0 | — |
| 3 years | -0.011 | 0 | — |
| 5 years | 0.031 | 0 | — |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.044 | — |
| 2022 | -0.206 | — |
| 2021 | 0.017 | — |
| 2020 | 0.067 | — |
| 2019 | 0.136 | — |
| 2018 | -0.094 | — |
| 2017 | 0.209 | — |
| 2016 | 0.019 | — |
| 2015 | 0.013 | — |
| 2014 | 0.186 | — |
| 2013 | 0.155 | — |
| 2010 | — | — |
| 2009 | 0.011 | — |
| 2008 | 0.049 | — |
| 2007 | 0.025 | — |
| 2006 | -0.006 | — |
| 2005 | 0.031 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.045 | 0.051 | 0.034 | -0.012 |
| 2023 | 0.023 | 0.004 | -0.010 | 0.027 |
| 2022 | -0.066 | -0.073 | -0.086 | 0.004 |
| 2021 | 0.057 | 0.030 | -0.057 | -0.009 |
| 2020 | -0.229 | 0.138 | 0.065 | 0.140 |
| 2019 | 0.092 | -0.010 | -0.040 | 0.094 |
| 2018 | 0.050 | -0.046 | -0.021 | -0.076 |
| 2017 | 0.103 | 0.001 | 0.033 | 0.059 |
| 2016 | 0.016 | 0.013 | 0.006 | -0.015 |
| 2015 | 0.020 | -0.041 | 0.021 | 0.013 |
| 2014 | 0.079 | 0.044 | 0.038 | 0.014 |
| 2013 | 0.015 | — | — | — |
| 2010 | 0.002 | 0.005 | — | — |
| 2009 | 0.010 | 0.001 | -0.001 | 0.000 |
| 2008 | 0.014 | -0.008 | 0.018 | 0.025 |
| 2007 | 0.004 | -0.005 | 0.018 | 0.008 |
| 2006 | -0.013 | -0.004 | 0.014 | -0.003 |
| 2005 | 0.010 | 0.033 | -0.001 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | -0.011 |
| 5 years | 0.031 |
| 10 years | 0.020 |