Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.060 | 0 | — |
| 1 month | -0.017 | 0 | — |
| 3 months | -0.082 | 0 | — |
| 1 year | 0.010 | 0 | — |
| 3 years | 0.019 | 0 | — |
| 5 years | 0.045 | 0 | — |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.063 | — |
| 2022 | -0.167 | — |
| 2021 | 0.168 | — |
| 2020 | 0.011 | — |
| 2019 | 0.102 | — |
| 2018 | -0.019 | — |
| 2017 | 0.061 | — |
| 2016 | 0.024 | — |
| 2015 | 0.033 | — |
| 2014 | 0.013 | — |
| 2013 | 0.086 | — |
| 2012 | 0.023 | — |
| 2011 | -0.043 | — |
| 2010 | 0.005 | — |
| 2009 | 0.069 | — |
| 2008 | -0.250 | — |
| 2007 | 0.074 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.065 | 0.012 | 0.007 | 0.033 |
| 2023 | 0.023 | 0.015 | -0.022 | 0.046 |
| 2022 | -0.094 | -0.084 | -0.025 | 0.030 |
| 2021 | 0.056 | 0.039 | 0.004 | 0.061 |
| 2020 | -0.142 | 0.082 | 0.028 | 0.060 |
| 2019 | 0.044 | 0.011 | 0.011 | 0.034 |
| 2018 | 0.000 | 0.033 | 0.027 | -0.076 |
| 2017 | 0.045 | -0.003 | 0.015 | 0.003 |
| 2016 | -0.043 | -0.014 | 0.022 | 0.062 |
| 2015 | 0.087 | -0.034 | -0.050 | 0.036 |
| 2014 | 0.017 | 0.006 | 0.012 | -0.023 |
| 2013 | -0.006 | -0.014 | 0.046 | 0.059 |
| 2012 | 0.030 | 0.000 | -0.003 | -0.003 |
| 2011 | 0.003 | -0.005 | -0.074 | 0.036 |
| 2010 | 0.009 | -0.051 | 0.034 | 0.016 |
| 2009 | -0.041 | 0.048 | 0.050 | 0.014 |
| 2008 | -0.071 | -0.003 | -0.083 | -0.117 |
| 2007 | 0.046 | 0.024 | -0.004 | 0.006 |
| 2006 | 0.049 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.019 |
| 5 years | 0.045 |
| 10 years | 0.023 |