Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 67 |
| 1 month | -0.011 | 0 | 81 |
| 3 months | -0.003 | 0 | 67 |
| 1 year | -0.012 | 0 | 41 |
| 3 years | -0.018 | 0 | 40 |
| 5 years | 0.008 | 0 | 11 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.025 | — |
| 2023 | -0.005 | — |
| 2022 | -0.015 | — |
| 2021 | 0.119 | — |
| 2020 | -0.054 | — |
| 2019 | 0.102 | — |
| 2018 | 0.023 | — |
| 2017 | 0.038 | — |
| 2016 | 0.163 | — |
| 2015 | 0.015 | — |
| 2014 | 0.086 | — |
| 2013 | 0.034 | — |
| 2012 | 0.092 | — |
| 2011 | -0.031 | — |
| 2010 | 0.104 | — |
| 2009 | 0.167 | — |
| 2008 | -0.495 | — |
| 2007 | -0.097 | — |
| 2006 | 0.346 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | -0.016 | -0.007 | 0.017 | -0.019 |
| 2023 | -0.014 | -0.002 | -0.007 | 0.018 |
| 2022 | 0.007 | 0.003 | -0.011 | -0.014 |
| 2021 | 0.009 | 0.044 | 0.018 | 0.043 |
| 2020 | -0.031 | 0.023 | -0.004 | -0.042 |
| 2019 | 0.023 | 0.018 | 0.060 | -0.002 |
| 2018 | -0.012 | 0.016 | 0.019 | 0.000 |
| 2017 | 0.006 | 0.005 | 0.005 | 0.021 |
| 2016 | 0.060 | 0.040 | 0.055 | 0.000 |
| 2015 | 0.014 | -0.060 | 0.027 | 0.037 |
| 2014 | 0.019 | 0.031 | -0.008 | 0.042 |
| 2013 | 0.010 | -0.001 | 0.013 | 0.012 |
| 2012 | 0.038 | -0.007 | 0.037 | 0.021 |
| 2011 | -0.008 | 0.010 | -0.039 | 0.007 |
| 2010 | 0.031 | -0.015 | 0.039 | 0.047 |
| 2009 | -0.131 | 0.095 | 0.156 | 0.061 |
| 2008 | -0.090 | -0.063 | -0.162 | -0.293 |
| 2007 | 0.061 | -0.030 | -0.010 | -0.114 |
| 2006 | 0.119 | -0.028 | 0.090 | 0.136 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | -0.018 |
| 5 years | 0.008 |
| 10 years | 0.032 |