Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.131 | 0 | 96 |
| 1 month | -0.043 | 0 | 68 |
| 3 months | -0.137 | 0 | 80 |
| 1 year | -0.028 | 0 | 90 |
| 3 years | 0.023 | 0 | 89 |
| 5 years | 0.094 | 0 | 60 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.187 | — |
| 2023 | 0.145 | — |
| 2022 | -0.171 | — |
| 2021 | 0.308 | — |
| 2020 | 0.146 | — |
| 2019 | 0.320 | — |
| 2018 | -0.085 | — |
| 2017 | 0.084 | — |
| 2016 | 0.014 | — |
| 2015 | 0.109 | — |
| 2014 | 0.152 | — |
| 2013 | 0.175 | — |
| 2012 | 0.095 | — |
| 2011 | -0.049 | — |
| 2010 | 0.166 | — |
| 2009 | 0.297 | — |
| 2008 | -0.374 | — |
| 2007 | 0.051 | — |
| 2006 | 0.134 | — |
| 2005 | 0.236 | — |
| 2004 | 0.128 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.092 | — | — | — |
| 2024 | 0.090 | 0.045 | -0.014 | 0.056 |
| 2023 | 0.043 | 0.062 | -0.029 | 0.066 |
| 2022 | -0.059 | -0.106 | -0.014 | 0.000 |
| 2021 | 0.082 | 0.066 | 0.022 | 0.110 |
| 2020 | -0.176 | 0.168 | 0.081 | 0.102 |
| 2019 | 0.145 | 0.033 | 0.039 | 0.075 |
| 2018 | -0.065 | 0.063 | 0.045 | -0.118 |
| 2017 | 0.036 | -0.011 | 0.018 | 0.039 |
| 2016 | -0.062 | -0.021 | 0.037 | 0.065 |
| 2015 | 0.155 | -0.028 | -0.120 | 0.122 |
| 2014 | 0.003 | 0.051 | 0.045 | 0.046 |
| 2013 | 0.119 | -0.005 | 0.030 | 0.024 |
| 2012 | 0.067 | -0.014 | 0.054 | -0.012 |
| 2011 | -0.015 | -0.022 | -0.083 | 0.077 |
| 2010 | 0.068 | -0.026 | 0.014 | 0.105 |
| 2009 | -0.040 | 0.159 | 0.117 | 0.044 |
| 2008 | -0.136 | 0.000 | -0.094 | -0.201 |
| 2007 | 0.021 | 0.053 | -0.027 | 0.005 |
| 2006 | 0.084 | -0.054 | 0.050 | 0.052 |
| 2005 | 0.045 | 0.074 | 0.068 | 0.031 |
| 2004 | 0.077 | 0.039 | -0.029 | 0.038 |
| 2003 | 0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.077 |
| 3 years | 0.006 |
| 5 years | 0.083 |
| 10 years | 0.060 |