Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | 89 |
| 1 month | -0.065 | 0 | 80 |
| 3 months | -0.058 | 0 | 89 |
| 1 year | 0.033 | 0 | 44 |
| 3 years | 0.032 | 0 | 47 |
| 5 years | 0.098 | 0 | 30 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.109 | — |
| 2022 | -0.142 | — |
| 2021 | 0.203 | — |
| 2020 | 0.066 | — |
| 2019 | 0.294 | — |
| 2018 | -0.105 | — |
| 2017 | 0.061 | — |
| 2016 | 0.059 | — |
| 2015 | 0.066 | — |
| 2014 | 0.170 | — |
| 2013 | 0.202 | — |
| 2012 | 0.109 | — |
| 2011 | -0.041 | — |
| 2010 | 0.180 | — |
| 2009 | 0.266 | — |
| 2008 | -0.432 | — |
| 2007 | 0.012 | — |
| 2006 | 0.072 | — |
| 2005 | 0.225 | — |
| 2004 | 0.092 | — |
| 2003 | 0.092 | — |
| 2002 | -0.268 | — |
| 2001 | -0.201 | — |
| 2000 | -0.073 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.083 | 0.015 | 0.023 | 0.056 |
| 2023 | 0.019 | 0.035 | -0.008 | 0.060 |
| 2022 | -0.033 | -0.107 | 0.003 | -0.010 |
| 2021 | 0.070 | 0.047 | 0.010 | 0.063 |
| 2020 | -0.146 | 0.108 | 0.039 | 0.085 |
| 2019 | 0.167 | 0.023 | 0.033 | 0.049 |
| 2018 | -0.052 | 0.076 | 0.052 | -0.166 |
| 2017 | 0.039 | -0.024 | 0.004 | 0.042 |
| 2016 | -0.064 | 0.006 | 0.046 | 0.076 |
| 2015 | 0.138 | -0.040 | -0.117 | 0.106 |
| 2014 | 0.002 | 0.051 | 0.049 | 0.060 |
| 2013 | 0.116 | -0.016 | 0.048 | 0.046 |
| 2012 | 0.093 | -0.022 | 0.061 | -0.023 |
| 2011 | -0.013 | -0.030 | -0.084 | 0.092 |
| 2010 | 0.100 | -0.048 | 0.007 | 0.119 |
| 2009 | -0.022 | 0.080 | 0.134 | 0.056 |
| 2008 | -0.111 | 0.010 | -0.120 | -0.281 |
| 2007 | 0.015 | 0.046 | -0.022 | -0.025 |
| 2006 | 0.071 | -0.075 | 0.038 | 0.043 |
| 2005 | 0.043 | 0.058 | 0.074 | 0.034 |
| 2004 | 0.059 | 0 | -0.011 | 0.042 |
| 2003 | -0.071 | 0.096 | 0.031 | 0.041 |
| 2002 | 0.013 | -0.157 | -0.136 | -0.008 |
| 2001 | -0.088 | -0.016 | -0.216 | 0.136 |
| 2000 | 0.131 | -0.075 | -0.011 | -0.104 |
| 1999 | -0.025 | 0.207 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.040 |
| 3 years | 0.008 |
| 5 years | 0.082 |
| 10 years | 0.045 |