Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 29 |
| 1 month | 0.002 | 0 | 29 |
| 3 months | 0.025 | 0 | 33 |
| 1 year | 0.019 | 0 | 31 |
| 3 years | 0.033 | 0 | 30 |
| 5 years | -0.010 | 0 | 22 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.034 | — |
| 2023 | 0.053 | — |
| 2022 | -0.121 | — |
| 2021 | -0.034 | — |
| 2020 | 0.070 | — |
| 2019 | 0.058 | — |
| 2018 | -0.012 | — |
| 2017 | 0.018 | — |
| 2016 | 0.014 | — |
| 2015 | 0.020 | — |
| 2014 | 0.073 | — |
| 2013 | -0.015 | — |
| 2012 | 0.033 | — |
| 2011 | 0.062 | — |
| 2010 | 0.031 | — |
| 2009 | 0.092 | — |
| 2008 | 0.008 | — |
| 2007 | 0.018 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | -0.007 | 0.013 | — |
| 2024 | -0.012 | 0.006 | 0.044 | -0.003 |
| 2023 | 0.025 | -0.006 | -0.042 | 0.079 |
| 2022 | -0.066 | -0.057 | -0.002 | -0.001 |
| 2021 | -0.050 | 0.015 | -0.007 | 0.008 |
| 2020 | -0.010 | 0.070 | 0.005 | 0.006 |
| 2019 | 0.039 | 0.021 | 0.009 | -0.012 |
| 2018 | -0.004 | 0.000 | -0.011 | 0.003 |
| 2017 | 0.011 | 0.010 | -0.020 | 0.017 |
| 2016 | 0.009 | 0.028 | 0.011 | -0.033 |
| 2015 | 0.037 | -0.017 | -0.004 | 0.005 |
| 2014 | 0.024 | 0.017 | 0.009 | 0.021 |
| 2013 | 0.007 | -0.026 | 0.000 | 0.005 |
| 2012 | -0.002 | 0.019 | 0.012 | 0.003 |
| 2011 | -0.002 | 0.018 | 0.035 | 0.011 |
| 2010 | 0.006 | 0.017 | 0.017 | -0.010 |
| 2009 | 0.018 | 0.048 | 0.025 | -0.002 |
| 2008 | 0.019 | -0.008 | -0.006 | 0.004 |
| 2007 | 0.006 | -0.019 | 0.011 | 0.020 |
| 2006 | 0.004 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.033 |
| 5 years | -0.010 |
| 10 years | 0.010 |
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