Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 90 |
| 1 month | 0.002 | 0 | 68 |
| 3 months | -0.004 | 0 | 84 |
| 1 year | 0.045 | 0 | 91 |
| 3 years | 0.044 | 0 | 60 |
| 5 years | 0.035 | 0 | 71 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.111 | — |
| 2022 | -0.100 | — |
| 2021 | 0.020 | — |
| 2020 | 0.012 | — |
| 2019 | 0.106 | — |
| 2018 | -0.035 | — |
| 2017 | 0.056 | — |
| 2016 | 0.092 | — |
| 2015 | 0.022 | — |
| 2014 | 0.044 | — |
| 2013 | 0.075 | — |
| 2012 | 0.234 | — |
| 2011 | -0.015 | — |
| 2010 | 0.116 | — |
| 2009 | 0.646 | — |
| 2008 | -0.304 | — |
| 2007 | -0.022 | — |
| 2006 | 0.073 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.009 | 0.005 | 0.022 | 0.015 |
| 2023 | 0.027 | 0.012 | 0.011 | 0.058 |
| 2022 | -0.045 | -0.107 | -0.013 | 0.071 |
| 2021 | 0.011 | 0.009 | 0.003 | -0.004 |
| 2020 | -0.139 | 0.106 | 0.022 | 0.040 |
| 2019 | 0.049 | 0.029 | 0.009 | 0.015 |
| 2018 | -0.009 | -0.011 | 0.022 | -0.037 |
| 2017 | 0.016 | 0.018 | 0.012 | 0.009 |
| 2016 | 0.021 | 0.017 | 0.037 | 0.015 |
| 2015 | 0.032 | -0.017 | -0.023 | 0.030 |
| 2014 | 0.028 | 0.013 | -0.006 | 0.010 |
| 2013 | 0.011 | -0.001 | 0.032 | 0.031 |
| 2012 | 0.102 | 0.015 | 0.051 | 0.050 |
| 2011 | 0.025 | 0.007 | -0.098 | 0.057 |
| 2010 | 0.045 | -0.016 | 0.083 | 0.002 |
| 2009 | 0.080 | 0.233 | 0.166 | 0.060 |
| 2008 | -0.073 | 0.032 | -0.093 | -0.198 |
| 2007 | 0.016 | 0.003 | -0.019 | -0.021 |
| 2006 | 0.018 | -0.005 | 0.030 | 0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.033 |
| 5 years | 0.028 |
| 10 years | 0.025 |