Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 55 |
| 1 month | 0.022 | 0 | 22 |
| 3 months | -0.041 | 0 | 59 |
| 1 year | 0.009 | 0 | 73 |
| 3 years | 0.029 | 0 | 58 |
| 5 years | 0.124 | 0 | 15 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.079 | — |
| 2022 | -0.094 | — |
| 2021 | 0.284 | — |
| 2020 | -0.098 | — |
| 2019 | 0.179 | — |
| 2018 | -0.153 | — |
| 2017 | 0.163 | — |
| 2016 | 0.047 | — |
| 2015 | 0.061 | — |
| 2014 | 0.025 | — |
| 2013 | 0.270 | — |
| 2012 | 0.133 | — |
| 2011 | -0.012 | — |
| 2010 | 0.204 | — |
| 2009 | 0.410 | — |
| 2008 | -0.363 | — |
| 2007 | 0.042 | — |
| 2006 | 0.215 | — |
| 2005 | 0.230 | — |
| 2004 | 0.126 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.071 | -0.007 | 0.001 | 0.005 |
| 2023 | 0.044 | 0.002 | -0.009 | 0.041 |
| 2022 | -0.032 | -0.066 | -0.098 | 0.112 |
| 2021 | 0.145 | 0.074 | 0.022 | 0.022 |
| 2020 | -0.393 | 0.170 | -0.061 | 0.352 |
| 2019 | 0.095 | -0.026 | -0.012 | 0.119 |
| 2018 | -0.078 | 0.102 | -0.010 | -0.158 |
| 2017 | 0.042 | 0.039 | 0.021 | 0.052 |
| 2016 | -0.035 | -0.030 | 0.069 | 0.046 |
| 2015 | 0.059 | -0.008 | -0.049 | 0.063 |
| 2014 | -0.005 | -0.017 | 0.005 | 0.043 |
| 2013 | 0.109 | 0.011 | 0.048 | 0.082 |
| 2012 | 0.073 | -0.034 | 0.049 | 0.043 |
| 2011 | 0.029 | 0.035 | -0.155 | 0.097 |
| 2010 | 0.075 | -0.088 | 0.142 | 0.075 |
| 2009 | -0.087 | 0.151 | 0.289 | 0.041 |
| 2008 | -0.093 | -0.059 | -0.101 | -0.170 |
| 2007 | 0.071 | 0.024 | -0.033 | -0.018 |
| 2006 | 0.080 | -0.030 | 0.064 | 0.090 |
| 2005 | 0.049 | 0.039 | 0.060 | 0.064 |
| 2004 | 0.035 | -0.014 | 0.001 | 0.103 |
| 2003 | 0.180 | 0.119 | 0.054 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | 0.012 |
| 5 years | 0.113 |
| 10 years | 0.032 |