Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.088 | 0 | 54 |
| 1 month | -0.048 | 0 | 54 |
| 3 months | -0.105 | 0 | 48 |
| 1 year | -0.020 | 0 | 70 |
| 3 years | -0.010 | 0 | 85 |
| 5 years | 0.002 | 0 | 93 |
| 10 years | 0.000 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.021 | — |
| 2022 | -0.085 | — |
| 2021 | 0.086 | — |
| 2020 | -0.117 | — |
| 2019 | 0.121 | — |
| 2018 | 0.016 | — |
| 2017 | -0.068 | — |
| 2016 | 0.039 | — |
| 2015 | 0.035 | — |
| 2014 | 0.110 | — |
| 2013 | 0.092 | — |
| 2012 | 0.135 | — |
| 2011 | -0.030 | — |
| 2010 | 0.103 | — |
| 2009 | 0.215 | — |
| 2008 | -0.272 | — |
| 2007 | -0.001 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | — | — | — |
| 2024 | 0.069 | 0.013 | -0.007 | 0.067 |
| 2023 | 0.007 | -0.010 | 0.010 | 0.013 |
| 2022 | -0.019 | -0.018 | 0.024 | -0.072 |
| 2021 | 0.034 | 0.008 | 0.026 | 0.016 |
| 2020 | -0.096 | 0.026 | -0.030 | -0.019 |
| 2019 | 0.066 | 0.010 | 0.053 | -0.011 |
| 2018 | -0.036 | 0.052 | 0.013 | -0.011 |
| 2017 | -0.003 | -0.053 | -0.020 | 0.007 |
| 2016 | -0.014 | 0.008 | -0.007 | 0.053 |
| 2015 | 0.086 | -0.041 | -0.038 | 0.034 |
| 2014 | 0.025 | 0.034 | 0.025 | 0.023 |
| 2013 | 0.041 | -0.005 | 0.025 | 0.029 |
| 2012 | 0.068 | -0.007 | 0.050 | 0.019 |
| 2011 | -0.008 | -0.001 | -0.063 | 0.044 |
| 2010 | 0.057 | -0.016 | 0.033 | 0.027 |
| 2009 | -0.054 | 0.117 | 0.110 | 0.036 |
| 2008 | -0.079 | -0.013 | -0.079 | -0.131 |
| 2007 | 0.011 | 0.020 | -0.012 | -0.019 |
| 2006 | 0.021 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.072 |
| 3 years | -0.027 |
| 5 years | -0.009 |
| 10 years | -0.006 |