Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 82 |
| 1 month | -0.021 | 0 | 73 |
| 3 months | -0.050 | 0 | 81 |
| 1 year | 0.075 | 0 | 80 |
| 3 years | 0.054 | 0 | 77 |
| 5 years | 0.056 | 0 | 67 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.105 | — |
| 2022 | -0.147 | — |
| 2021 | 0.103 | — |
| 2020 | 0.087 | — |
| 2019 | 0.130 | — |
| 2018 | -0.033 | — |
| 2017 | 0.075 | — |
| 2016 | 0.022 | — |
| 2015 | 0.070 | — |
| 2014 | 0.089 | — |
| 2013 | 0.176 | — |
| 2012 | 0.080 | — |
| 2011 | -0.021 | — |
| 2010 | 0.074 | — |
| 2009 | 0.164 | — |
| 2008 | -0.205 | — |
| 2007 | -0.020 | — |
| 2006 | 0.118 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.052 | 0.002 | 0.049 | 0.017 |
| 2023 | 0.047 | 0.012 | -0.031 | 0.076 |
| 2022 | -0.071 | -0.102 | -0.008 | 0.032 |
| 2021 | 0.009 | 0.043 | 0.007 | 0.040 |
| 2020 | -0.116 | 0.117 | 0.045 | 0.053 |
| 2019 | 0.074 | 0.021 | 0.006 | 0.024 |
| 2018 | 0.003 | 0.016 | 0.006 | -0.056 |
| 2017 | 0.028 | 0.009 | -0.001 | 0.037 |
| 2016 | -0.021 | 0.015 | 0.030 | -0.001 |
| 2015 | 0.073 | -0.022 | -0.020 | 0.041 |
| 2014 | 0.035 | 0.018 | 0.007 | 0.027 |
| 2013 | 0.053 | 0.006 | 0.040 | 0.066 |
| 2012 | 0.052 | -0.023 | 0.026 | 0.023 |
| 2011 | 0.015 | -0.007 | -0.060 | 0.034 |
| 2010 | 0.009 | -0.029 | 0.065 | 0.030 |
| 2009 | -0.034 | 0.104 | 0.072 | 0.019 |
| 2008 | -0.033 | -0.003 | -0.093 | -0.091 |
| 2007 | 0.013 | -0.004 | -0.016 | -0.012 |
| 2006 | 0.035 | -0.036 | 0.045 | 0.072 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.054 |
| 5 years | 0.056 |
| 10 years | 0.043 |