Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | 64 |
| 1 month | -0.037 | 0 | 42 |
| 3 months | -0.071 | 0 | 62 |
| 1 year | -0.016 | 0 | 80 |
| 3 years | -0.003 | 0 | 70 |
| 5 years | 0.029 | 0 | 79 |
| 10 years | -0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.115 | — |
| 2023 | 0.047 | — |
| 2022 | -0.155 | — |
| 2021 | 0.009 | — |
| 2020 | 0.033 | — |
| 2019 | 0.168 | — |
| 2018 | -0.139 | — |
| 2017 | 0.159 | — |
| 2016 | 0.077 | — |
| 2015 | -0.079 | — |
| 2014 | 0.069 | — |
| 2013 | -0.089 | — |
| 2012 | 0.121 | — |
| 2011 | -0.162 | — |
| 2010 | 0.202 | — |
| 2009 | 0.591 | — |
| 2008 | -0.494 | — |
| 2007 | 0.219 | — |
| 2006 | 0.142 | — |
| 2005 | 0.475 | — |
| 2004 | 0.125 | — |
| 2003 | 0.248 | — |
| 2002 | -0.216 | — |
| 2001 | -0.007 | — |
| 2000 | -0.298 | — |
| 1999 | 0.712 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.055 | 0.038 | 0.018 | 0.000 |
| 2023 | 0.032 | 0.002 | -0.008 | 0.021 |
| 2022 | -0.048 | -0.072 | -0.061 | 0.019 |
| 2021 | 0.076 | 0.013 | -0.063 | -0.012 |
| 2020 | -0.231 | 0.134 | 0.049 | 0.130 |
| 2019 | 0.102 | -0.014 | -0.007 | 0.082 |
| 2018 | -0.017 | -0.040 | -0.005 | -0.083 |
| 2017 | 0.083 | -0.007 | 0.029 | 0.047 |
| 2016 | -0.006 | 0.017 | 0.059 | 0.006 |
| 2015 | 0.129 | -0.034 | -0.168 | 0.016 |
| 2014 | -0.013 | 0.058 | 0.033 | -0.009 |
| 2013 | 0.000 | -0.087 | 0.008 | -0.010 |
| 2012 | 0.095 | -0.046 | 0.049 | 0.023 |
| 2011 | -0.039 | -0.034 | -0.157 | 0.070 |
| 2010 | 0.065 | 0.002 | 0.048 | 0.076 |
| 2009 | 0.053 | 0.231 | 0.129 | 0.086 |
| 2008 | -0.180 | -0.001 | -0.166 | -0.258 |
| 2007 | 0.006 | 0.127 | 0.079 | -0.003 |
| 2006 | 0.077 | -0.097 | 0.049 | 0.118 |
| 2005 | 0.053 | 0.110 | 0.174 | 0.075 |
| 2004 | 0.110 | -0.092 | 0.052 | 0.061 |
| 2003 | -0.099 | 0.164 | 0.101 | 0.081 |
| 2002 | 0.133 | -0.191 | -0.170 | 0.031 |
| 2001 | -0.014 | 0.079 | -0.283 | 0.304 |
| 2000 | 0.048 | -0.115 | -0.064 | -0.191 |
| 1999 | 0.147 | 0.239 | -0.071 | 0.297 |
| 1998 | -0.230 | -0.268 | 0.148 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.046 |
| 3 years | -0.013 |
| 5 years | 0.023 |
| 10 years | -0.007 |