Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 77 |
| 1 month | 0.007 | 0 | 61 |
| 3 months | 0.010 | 0 | 40 |
| 1 year | 0.042 | 0 | 72 |
| 3 years | 0.052 | 0 | 9 |
| 5 years | 0.135 | 0 | 2 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.104 | — |
| 2023 | 0.182 | — |
| 2022 | -0.145 | — |
| 2021 | 0.182 | — |
| 2020 | 0.165 | — |
| 2019 | 0.105 | — |
| 2018 | -0.155 | — |
| 2017 | 0.225 | — |
| 2016 | 0.111 | — |
| 2015 | -0.039 | — |
| 2014 | -0.052 | — |
| 2013 | 0.095 | — |
| 2012 | 0.336 | — |
| 2011 | -0.182 | — |
| 2010 | 0.260 | — |
| 2009 | 0.601 | — |
| 2008 | -0.576 | — |
| 2007 | 0.385 | — |
| 2006 | 0.276 | — |
| 2005 | 0.287 | — |
| 2004 | 0.402 | — |
| 2003 | 0.681 | — |
| 2002 | 0.064 | — |
| 2001 | 0.135 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.056 | 0.033 | 0.073 | -0.057 |
| 2023 | 0.023 | 0.043 | 0.020 | 0.086 |
| 2022 | -0.019 | -0.167 | -0.079 | 0.136 |
| 2021 | 0.100 | 0.080 | -0.048 | 0.046 |
| 2020 | -0.307 | 0.297 | 0.098 | 0.180 |
| 2019 | 0.094 | -0.001 | -0.061 | 0.077 |
| 2018 | 0.017 | -0.041 | -0.019 | -0.116 |
| 2017 | 0.102 | 0.035 | 0.026 | 0.047 |
| 2016 | 0.066 | -0.003 | 0.101 | -0.050 |
| 2015 | 0.047 | 0.033 | -0.137 | 0.030 |
| 2014 | 0.032 | 0.026 | -0.027 | -0.079 |
| 2013 | 0.085 | -0.120 | 0.126 | 0.019 |
| 2012 | 0.164 | -0.073 | 0.136 | 0.090 |
| 2011 | 0.024 | 0.004 | -0.237 | 0.041 |
| 2010 | 0.021 | -0.128 | 0.284 | 0.102 |
| 2009 | -0.066 | 0.340 | 0.224 | 0.046 |
| 2008 | -0.104 | 0.059 | -0.320 | -0.344 |
| 2007 | 0.076 | 0.214 | 0.127 | -0.059 |
| 2006 | 0.075 | -0.031 | 0.063 | 0.153 |
| 2005 | 0.054 | 0.011 | 0.141 | 0.058 |
| 2004 | 0.085 | -0.044 | 0.136 | 0.191 |
| 2003 | 0.033 | 0.200 | 0.230 | 0.103 |
| 2002 | 0.103 | 0.038 | -0.101 | 0.033 |
| 2001 | -0.054 | 0.174 | -0.133 | 0.178 |
| 2000 | -0.032 | 0.026 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.036 |
| 5 years | 0.125 |
| 10 years | 0.045 |