Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.148 | 0 | 81 |
| 1 month | -0.001 | 0 | 42 |
| 3 months | 0.008 | 0 | 89 |
| 1 year | -0.146 | 0 | 84 |
| 3 years | -0.001 | 0 | 99 |
| 5 years | 0.074 | 0 | 93 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.113 | — |
| 2022 | -0.070 | — |
| 2021 | 0.319 | — |
| 2020 | -0.057 | — |
| 2019 | 0.033 | — |
| 2018 | -0.086 | — |
| 2017 | 0.200 | — |
| 2016 | -0.046 | — |
| 2015 | 0.089 | — |
| 2014 | 0.457 | — |
| 2013 | -0.113 | — |
| 2012 | 0.191 | — |
| 2011 | -0.305 | — |
| 2010 | 0.337 | — |
| 2009 | 0.682 | — |
| 2008 | -0.593 | — |
| 2007 | 0.419 | — |
| 2006 | 0.317 | — |
| 2005 | 0.627 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | -0.003 | -0.083 | — |
| 2024 | 0.022 | 0.109 | 0.033 | -0.012 |
| 2023 | -0.046 | 0.085 | 0.019 | 0.055 |
| 2022 | -0.032 | -0.057 | 0.088 | -0.063 |
| 2021 | 0.107 | 0.036 | 0.135 | 0.013 |
| 2020 | -0.348 | 0.149 | 0.072 | 0.175 |
| 2019 | 0.051 | 0.010 | -0.030 | 0.003 |
| 2018 | -0.088 | 0.026 | -0.080 | 0.061 |
| 2017 | 0.150 | -0.035 | 0.009 | 0.071 |
| 2016 | -0.065 | 0.073 | 0.037 | -0.082 |
| 2015 | 0.218 | -0.078 | -0.043 | 0.014 |
| 2014 | 0.087 | 0.101 | 0.103 | 0.103 |
| 2013 | 0.002 | -0.075 | -0.108 | 0.073 |
| 2012 | 0.134 | -0.030 | 0.109 | -0.023 |
| 2011 | -0.100 | -0.047 | -0.116 | -0.083 |
| 2010 | 0.124 | 0.080 | 0.068 | 0.032 |
| 2009 | -0.046 | 0.450 | 0.125 | 0.081 |
| 2008 | -0.288 | -0.258 | 0.025 | -0.247 |
| 2007 | -0.065 | 0.195 | 0.116 | 0.138 |
| 2006 | 0.198 | -0.165 | 0.162 | 0.133 |
| 2005 | 0.045 | 0.192 | 0.192 | 0.096 |
| 2004 | 0.128 | 0.100 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.163 |
| 3 years | -0.007 |
| 5 years | 0.071 |
| 10 years | 0.029 |
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