Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0.026 | 41 |
| 1 month | -0.012 | 0.006 | 93 |
| 3 months | -0.014 | 0.027 | 69 |
| 1 year | -0.032 | 0.067 | 67 |
| 3 years | 0.013 | 0.053 | 29 |
| 5 years | 0.010 | 0.033 | 3 |
| 10 years | 0.020 | 0.043 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.021 | — |
| 2023 | 0.067 | — |
| 2022 | -0.087 | — |
| 2021 | 0.052 | — |
| 2020 | 0.001 | 0.045 |
| 2019 | 0.067 | 0.078 |
| 2018 | 0.008 | 0.011 |
| 2017 | 0.067 | 0.045 |
| 2016 | 0.010 | 0.006 |
| 2015 | 0.042 | 0.031 |
| 2014 | 0.136 | 0.107 |
| 2013 | -0.061 | -0.053 |
| 2012 | 0.100 | 0.082 |
| 2011 | 0.087 | 0.098 |
| 2010 | 0.025 | 0.017 |
| 2009 | 0.195 | 0.183 |
| 2008 | -0.112 | -0.092 |
| 2007 | 0.009 | 0.015 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | -0.011 | — | — |
| 2024 | 0.005 | 0.011 | 0.019 | -0.014 |
| 2023 | 0.024 | -0.001 | -0.035 | 0.081 |
| 2022 | -0.058 | -0.038 | -0.025 | 0.033 |
| 2021 | 0.020 | 0.023 | -0.005 | 0.014 |
| 2020 | -0.061 | 0.017 | 0.011 | 0.036 |
| 2019 | 0.027 | 0.019 | 0.011 | 0.008 |
| 2018 | -0.004 | 0.012 | 0.000 | 0.001 |
| 2017 | 0.017 | 0.019 | 0.014 | 0.015 |
| 2016 | 0.009 | 0.041 | -0.002 | -0.037 |
| 2015 | 0.005 | -0.005 | 0.013 | 0.029 |
| 2014 | 0.049 | 0.035 | 0.027 | 0.019 |
| 2013 | -0.001 | -0.049 | -0.015 | 0.003 |
| 2012 | 0.033 | 0.025 | 0.029 | 0.009 |
| 2011 | -0.008 | 0.048 | 0.038 | 0.008 |
| 2010 | 0.018 | 0.018 | 0.040 | -0.049 |
| 2009 | 0.052 | 0.047 | 0.095 | -0.010 |
| 2008 | -0.016 | 0.003 | -0.044 | -0.058 |
| 2007 | 0.008 | -0.005 | 0.003 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.074 |
| 3 years | -0.002 |
| 5 years | 0.001 |
| 10 years | 0.016 |