Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 52 |
| 1 month | -0.016 | 0 | 88 |
| 3 months | 0.013 | 0 | 22 |
| 1 year | 0.017 | 0 | 54 |
| 3 years | -0.004 | 0 | 79 |
| 5 years | 0.027 | 0 | 66 |
| 10 years | 0.000 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | -0.008 | — |
| 2022 | -0.022 | — |
| 2021 | 0.111 | — |
| 2020 | -0.091 | — |
| 2019 | -0.009 | — |
| 2018 | -0.101 | — |
| 2017 | 0.045 | — |
| 2016 | 0.033 | — |
| 2015 | 0.091 | — |
| 2014 | 0.007 | — |
| 2013 | 0.230 | — |
| 2012 | 0.061 | — |
| 2011 | -0.175 | — |
| 2010 | 0.171 | — |
| 2009 | 0.155 | — |
| 2008 | -0.087 | — |
| 2007 | 0.050 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.023 | 0.020 | 0.019 | -0.012 |
| 2023 | 0.005 | -0.024 | 0.013 | -0.001 |
| 2022 | 0.030 | -0.008 | -0.038 | -0.004 |
| 2021 | 0.123 | 0.014 | -0.006 | -0.020 |
| 2020 | -0.112 | -0.005 | -0.016 | 0.046 |
| 2019 | -0.014 | -0.021 | -0.007 | 0.033 |
| 2018 | -0.013 | -0.029 | -0.010 | -0.053 |
| 2017 | 0.035 | -0.010 | 0.021 | 0.000 |
| 2016 | 0.007 | -0.035 | 0.030 | 0.033 |
| 2015 | 0.086 | 0.011 | -0.020 | 0.014 |
| 2014 | 0.062 | -0.019 | -0.049 | 0.016 |
| 2013 | 0.059 | 0.015 | 0.059 | 0.081 |
| 2012 | 0.054 | -0.040 | -0.002 | 0.051 |
| 2011 | -0.052 | -0.045 | -0.034 | -0.056 |
| 2010 | 0.070 | 0.028 | -0.016 | 0.082 |
| 2009 | 0.049 | 0.051 | 0.071 | -0.022 |
| 2008 | 0.028 | 0.059 | -0.126 | -0.041 |
| 2007 | 0.061 | 0.083 | -0.020 | -0.067 |
| 2006 | 0.107 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | -0.021 |
| 5 years | 0.017 |
| 10 years | -0.005 |