Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 71 |
| 1 month | -0.034 | 0 | 86 |
| 3 months | -0.016 | 0 | 71 |
| 1 year | 0.010 | 0 | 89 |
| 3 years | -0.040 | 0 | 98 |
| 5 years | -0.045 | 0 | 99 |
| 10 years | -0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | -0.017 | — |
| 2022 | -0.171 | — |
| 2021 | -0.017 | — |
| 2020 | 0.018 | — |
| 2019 | 0.097 | — |
| 2018 | 0.028 | — |
| 2017 | -0.056 | — |
| 2016 | 0.045 | — |
| 2015 | 0.070 | — |
| 2014 | 0.142 | — |
| 2013 | -0.094 | — |
| 2012 | -0.004 | — |
| 2011 | 0.089 | — |
| 2010 | 0.127 | — |
| 2009 | -0.010 | — |
| 2008 | 0.163 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | -0.001 | -0.013 | 0.029 | 0.011 |
| 2023 | 0.005 | -0.034 | -0.025 | 0.038 |
| 2022 | -0.070 | -0.045 | -0.022 | -0.045 |
| 2021 | -0.029 | 0.004 | 0.008 | 0.001 |
| 2020 | 0.033 | 0.004 | -0.011 | -0.008 |
| 2019 | 0.046 | 0.027 | 0.055 | -0.033 |
| 2018 | -0.007 | 0.013 | -0.011 | 0.033 |
| 2017 | 0.004 | -0.033 | -0.017 | -0.010 |
| 2016 | 0.021 | 0.065 | -0.008 | -0.031 |
| 2015 | 0.106 | -0.064 | 0.013 | 0.020 |
| 2014 | 0.027 | 0.029 | 0.047 | 0.032 |
| 2013 | -0.003 | -0.048 | -0.015 | -0.032 |
| 2012 | -0.034 | 0.063 | 0.014 | -0.043 |
| 2011 | -0.055 | 0.003 | 0.110 | 0.034 |
| 2010 | 0.043 | 0.119 | -0.033 | -0.001 |
| 2009 | 0.003 | -0.028 | 0.015 | 0.000 |
| 2008 | 0.014 | -0.042 | 0.091 | 0.097 |
| 2007 | 0.011 | -0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.040 |
| 3 years | -0.056 |
| 5 years | -0.054 |
| 10 years | -0.017 |