Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.120 | 0 | 91 |
| 1 month | -0.053 | 0 | 90 |
| 3 months | -0.148 | 0 | 90 |
| 1 year | 0.047 | 0 | 29 |
| 3 years | 0.081 | 0 | 16 |
| 5 years | 0.128 | 0 | 17 |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.295 | — |
| 2023 | 0.214 | — |
| 2022 | -0.153 | — |
| 2021 | 0.301 | — |
| 2020 | 0.173 | — |
| 2019 | 0.333 | — |
| 2018 | -0.039 | — |
| 2017 | 0.127 | — |
| 2016 | 0.072 | — |
| 2015 | 0.085 | — |
| 2014 | 0.191 | — |
| 2013 | 0.217 | — |
| 2012 | 0.139 | — |
| 2011 | -0.071 | — |
| 2010 | 0.198 | — |
| 2009 | 0.331 | — |
| 2008 | -0.409 | — |
| 2007 | -0.014 | — |
| 2006 | 0.073 | — |
| 2005 | 0.289 | — |
| 2004 | 0.049 | — |
| 2003 | 0.016 | — |
| 2002 | -0.348 | — |
| 2001 | -0.160 | — |
| 2000 | -0.013 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.071 | — | — | — |
| 2024 | 0.116 | 0.062 | 0.014 | 0.077 |
| 2023 | 0.065 | 0.057 | 0.008 | 0.070 |
| 2022 | -0.040 | -0.095 | 0.004 | -0.029 |
| 2021 | 0.083 | 0.064 | 0.006 | 0.123 |
| 2020 | -0.131 | 0.200 | 0.026 | 0.096 |
| 2019 | 0.152 | 0.023 | 0.044 | 0.084 |
| 2018 | -0.062 | 0.087 | 0.069 | -0.118 |
| 2017 | 0.059 | 0.003 | 0.017 | 0.043 |
| 2016 | -0.060 | 0.010 | 0.046 | 0.079 |
| 2015 | 0.139 | -0.015 | -0.129 | 0.110 |
| 2014 | -0.003 | 0.068 | 0.070 | 0.047 |
| 2013 | 0.115 | -0.001 | 0.031 | 0.059 |
| 2012 | 0.108 | -0.014 | 0.072 | -0.027 |
| 2011 | -0.010 | -0.042 | -0.115 | 0.107 |
| 2010 | 0.091 | -0.049 | 0.028 | 0.123 |
| 2009 | -0.073 | 0.179 | 0.135 | 0.072 |
| 2008 | -0.164 | -0.001 | -0.108 | -0.206 |
| 2007 | 0.005 | 0.068 | -0.027 | -0.056 |
| 2006 | 0.045 | -0.058 | 0.053 | 0.036 |
| 2005 | 0.045 | 0.090 | 0.067 | 0.061 |
| 2004 | 0.051 | 0.009 | -0.031 | 0.022 |
| 2003 | -0.094 | 0.087 | 0.001 | 0.030 |
| 2002 | -0.006 | -0.185 | -0.180 | -0.019 |
| 2001 | -0.134 | 0.081 | -0.209 | 0.135 |
| 2000 | 0.070 | -0.044 | 0.083 | -0.109 |
| 1999 | 0.128 | -0.021 | 0.352 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.059 |
| 5 years | 0.114 |
| 10 years | 0.095 |