Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.072 | 0 | 30 |
| 1 month | -0.033 | 0 | 32 |
| 3 months | -0.102 | 0 | 29 |
| 1 year | -0.015 | 0 | 84 |
| 3 years | 0.033 | 0 | 80 |
| 5 years | 0.066 | 0 | 90 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.155 | — |
| 2022 | -0.155 | — |
| 2021 | 0.140 | — |
| 2020 | 0.064 | — |
| 2019 | 0.247 | — |
| 2018 | -0.020 | — |
| 2017 | 0.094 | — |
| 2016 | -0.026 | — |
| 2015 | 0.162 | — |
| 2014 | 0.172 | — |
| 2013 | 0.229 | — |
| 2012 | 0.145 | — |
| 2011 | -0.050 | — |
| 2010 | 0.164 | — |
| 2009 | 0.285 | — |
| 2008 | -0.444 | — |
| 2007 | 0.066 | — |
| 2006 | 0.118 | — |
| 2005 | 0.151 | — |
| 2004 | 0.076 | — |
| 2003 | 0.103 | — |
| 2002 | -0.261 | — |
| 2001 | -0.002 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.099 | 0.020 | 0.023 | -0.012 |
| 2023 | 0.068 | 0.028 | -0.044 | 0.100 |
| 2022 | -0.060 | -0.087 | -0.042 | 0.029 |
| 2021 | 0.052 | 0.039 | 0.016 | 0.027 |
| 2020 | -0.160 | 0.113 | 0.046 | 0.088 |
| 2019 | 0.127 | 0.022 | 0.038 | 0.044 |
| 2018 | -0.037 | 0.041 | 0.049 | -0.067 |
| 2017 | 0.056 | 0.003 | -0.003 | 0.036 |
| 2016 | -0.078 | -0.001 | 0.024 | 0.031 |
| 2015 | 0.190 | -0.012 | -0.083 | 0.078 |
| 2014 | 0.006 | 0.037 | 0.037 | 0.085 |
| 2013 | 0.084 | 0.009 | 0.053 | 0.068 |
| 2012 | 0.085 | 0.008 | 0.048 | -0.002 |
| 2011 | 0.010 | -0.025 | -0.120 | 0.097 |
| 2010 | 0.062 | -0.017 | 0.039 | 0.074 |
| 2009 | -0.051 | 0.165 | 0.101 | 0.056 |
| 2008 | -0.164 | -0.005 | -0.098 | -0.258 |
| 2007 | 0.019 | 0.072 | -0.019 | -0.006 |
| 2006 | 0.066 | -0.039 | 0.045 | 0.045 |
| 2005 | 0.022 | 0.038 | 0.041 | 0.043 |
| 2004 | 0.037 | 0.032 | -0.027 | 0.033 |
| 2003 | -0.098 | 0.134 | 0.024 | 0.054 |
| 2002 | 0.008 | -0.126 | -0.191 | 0.036 |
| 2001 | 0.007 | 0.048 | -0.135 | 0.094 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.033 |
| 5 years | 0.066 |
| 10 years | 0.049 |