Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 53 |
| 1 month | 0.006 | 0 | 33 |
| 3 months | 0.014 | 0 | 33 |
| 1 year | 0.047 | 0 | 43 |
| 3 years | 0.026 | 0 | 61 |
| 5 years | 0.005 | 0 | 34 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.076 | — |
| 2022 | -0.130 | — |
| 2021 | -0.004 | — |
| 2020 | 0.029 | — |
| 2019 | 0.059 | — |
| 2018 | -0.014 | — |
| 2017 | 0.021 | — |
| 2016 | 0.034 | — |
| 2015 | -0.010 | — |
| 2014 | 0.069 | — |
| 2013 | 0.027 | — |
| 2012 | 0.127 | — |
| 2011 | 0.025 | — |
| 2010 | 0.090 | — |
| 2009 | 0.207 | — |
| 2008 | -0.181 | — |
| 2007 | -0.005 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | 0.017 | — | — |
| 2024 | 0.007 | 0.000 | 0.032 | 0.010 |
| 2023 | 0.013 | 0.004 | 0.002 | 0.055 |
| 2022 | -0.047 | -0.067 | -0.030 | 0.009 |
| 2021 | -0.005 | 0.004 | 0.001 | -0.005 |
| 2020 | -0.063 | 0.053 | 0.021 | 0.022 |
| 2019 | 0.031 | 0.020 | 0.012 | -0.005 |
| 2018 | -0.004 | -0.004 | 0.000 | -0.007 |
| 2017 | 0.004 | 0.006 | 0.011 | 0.001 |
| 2016 | 0.017 | 0.012 | 0.020 | -0.015 |
| 2015 | 0.016 | -0.032 | -0.003 | 0.009 |
| 2014 | 0.020 | 0.022 | 0.012 | 0.014 |
| 2013 | 0.006 | -0.005 | 0.013 | 0.012 |
| 2012 | 0.048 | 0.003 | 0.040 | 0.030 |
| 2011 | 0.004 | 0.015 | -0.010 | 0.017 |
| 2010 | 0.062 | 0.013 | 0.031 | -0.017 |
| 2009 | -0.003 | 0.082 | 0.094 | 0.023 |
| 2008 | 0.002 | -0.013 | -0.059 | -0.121 |
| 2007 | 0.007 | -0.014 | 0.003 | 0.000 |
| 2006 | -0.021 | 0.033 | 0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.025 |
| 5 years | 0.004 |
| 10 years | 0.012 |