Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 27 |
| 1 month | -0.003 | 0 | 51 |
| 3 months | -0.076 | 0 | 27 |
| 1 year | -0.044 | 0 | 65 |
| 3 years | 0.015 | 0 | 96 |
| 5 years | 0.015 | 0 | 95 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.015 | — |
| 2022 | -0.011 | — |
| 2021 | 0.134 | — |
| 2020 | -0.046 | — |
| 2019 | 0.100 | — |
| 2018 | -0.017 | — |
| 2017 | 0.058 | — |
| 2016 | 0.070 | — |
| 2015 | 0.004 | — |
| 2014 | 0.164 | — |
| 2013 | 0.116 | — |
| 2012 | 0.025 | — |
| 2011 | 0.046 | — |
| 2010 | -0.110 | — |
| 2009 | 0.090 | — |
| 2008 | 0.047 | — |
| 2007 | 0.045 | — |
| 2006 | 0.033 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.058 | -0.049 | 0.051 | -0.005 |
| 2023 | 0.032 | 0.039 | -0.036 | -0.017 |
| 2022 | -0.030 | -0.013 | -0.019 | 0.054 |
| 2021 | 0.052 | 0.017 | 0.015 | 0.044 |
| 2020 | 0.008 | -0.034 | 0.015 | -0.034 |
| 2019 | 0.063 | 0.019 | 0.032 | -0.016 |
| 2018 | 0.018 | 0.006 | 0.001 | -0.041 |
| 2017 | 0.027 | 0.010 | -0.009 | 0.030 |
| 2016 | 0.051 | 0.034 | 0.019 | -0.033 |
| 2015 | 0.027 | -0.035 | 0.019 | -0.006 |
| 2014 | 0.019 | 0.055 | 0.025 | 0.056 |
| 2013 | 0.006 | 0.059 | -0.003 | 0.051 |
| 2012 | 0.027 | -0.015 | -0.002 | 0.016 |
| 2011 | -0.009 | 0.049 | 0.001 | 0.004 |
| 2010 | -0.051 | -0.048 | -0.003 | -0.012 |
| 2009 | -0.027 | 0.057 | 0.004 | 0.057 |
| 2008 | -0.054 | 0.008 | 0.020 | 0.076 |
| 2007 | 0.041 | -0.005 | -0.001 | 0.011 |
| 2006 | 0.017 | -0.033 | 0.039 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.073 |
| 3 years | 0.005 |
| 5 years | 0.008 |
| 10 years | 0.023 |