Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 37 |
| 1 month | -0.010 | 0 | 38 |
| 3 months | -0.045 | 0 | 48 |
| 1 year | 0.101 | 0 | 3 |
| 3 years | 0.051 | 0 | 12 |
| 5 years | 0.038 | 0 | 60 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.090 | — |
| 2022 | -0.124 | — |
| 2021 | 0.040 | — |
| 2020 | 0.013 | — |
| 2019 | 0.058 | — |
| 2018 | -0.069 | — |
| 2017 | 0.060 | — |
| 2016 | 0.073 | — |
| 2015 | -0.037 | — |
| 2014 | 0.046 | — |
| 2013 | 0.026 | — |
| 2012 | 0.159 | — |
| 2011 | 0.027 | — |
| 2010 | 0.049 | — |
| 2009 | 0.124 | — |
| 2008 | -0.186 | — |
| 2007 | 0.026 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.040 | 0.016 | 0.060 | 0.011 |
| 2023 | 0.040 | -0.004 | -0.027 | 0.081 |
| 2022 | -0.045 | -0.092 | -0.033 | 0.045 |
| 2021 | -0.001 | 0.021 | 0.001 | 0.019 |
| 2020 | -0.079 | 0.037 | 0.013 | 0.046 |
| 2019 | 0.044 | 0.018 | -0.005 | 0.000 |
| 2018 | -0.032 | -0.018 | 0.005 | -0.025 |
| 2017 | 0.024 | 0.003 | 0.020 | 0.012 |
| 2016 | 0.015 | 0.021 | 0.036 | 0.001 |
| 2015 | 0.021 | -0.022 | -0.043 | 0.008 |
| 2014 | 0.017 | 0.022 | 0.007 | 0.000 |
| 2013 | 0.028 | -0.036 | 0.007 | 0.028 |
| 2012 | 0.060 | -0.012 | 0.074 | 0.030 |
| 2011 | 0.013 | 0.006 | -0.032 | 0.041 |
| 2010 | 0.027 | -0.029 | 0.048 | 0.003 |
| 2009 | -0.025 | 0.060 | 0.058 | 0.029 |
| 2008 | -0.049 | 0.003 | -0.051 | -0.101 |
| 2007 | 0.015 | 0.018 | 0 | -0.007 |
| 2006 | -0.016 | 0.011 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.041 |
| 5 years | 0.032 |
| 10 years | 0.014 |