Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 47 |
| 1 month | -0.047 | 0 | 93 |
| 3 months | -0.101 | 0 | 38 |
| 1 year | -0.128 | 0 | 93 |
| 3 years | 0.009 | 0 | 41 |
| 5 years | 0.082 | 0 | 45 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.028 | — |
| 2023 | 0.150 | — |
| 2022 | -0.084 | — |
| 2021 | 0.134 | — |
| 2020 | 0.180 | — |
| 2019 | 0.252 | — |
| 2018 | -0.134 | — |
| 2017 | 0.054 | — |
| 2016 | 0.071 | — |
| 2015 | 0.039 | — |
| 2014 | 0.104 | — |
| 2013 | 0.286 | — |
| 2012 | 0.177 | — |
| 2011 | -0.072 | — |
| 2010 | 0.084 | — |
| 2009 | 0.226 | — |
| 2008 | -0.414 | — |
| 2007 | -0.036 | — |
| 2006 | 0.124 | — |
| 2005 | 0.222 | — |
| 2004 | 0.114 | — |
| 2003 | 0.148 | — |
| 2002 | -0.302 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | — | — | — |
| 2024 | 0.032 | 0.001 | 0.019 | -0.076 |
| 2023 | 0.094 | 0.033 | -0.054 | 0.076 |
| 2022 | -0.053 | -0.109 | -0.010 | 0.097 |
| 2021 | 0.064 | 0.033 | 0.005 | 0.027 |
| 2020 | -0.227 | 0.181 | 0.087 | 0.188 |
| 2019 | 0.120 | 0.006 | 0.034 | 0.075 |
| 2018 | -0.045 | 0.013 | 0.016 | -0.119 |
| 2017 | 0.046 | -0.020 | 0.020 | 0.008 |
| 2016 | -0.075 | -0.010 | 0.064 | 0.099 |
| 2015 | 0.161 | -0.024 | -0.134 | 0.059 |
| 2014 | 0.020 | 0.028 | 0.035 | 0.018 |
| 2013 | 0.091 | 0.023 | 0.065 | 0.082 |
| 2012 | 0.093 | -0.039 | 0.080 | 0.037 |
| 2011 | 0.012 | -0.010 | -0.146 | 0.085 |
| 2010 | 0.067 | -0.060 | 0.004 | 0.076 |
| 2009 | -0.079 | 0.127 | 0.135 | 0.041 |
| 2008 | -0.182 | -0.054 | -0.049 | -0.204 |
| 2007 | 0.004 | 0.055 | -0.055 | -0.038 |
| 2006 | 0.038 | -0.036 | 0.070 | 0.050 |
| 2005 | 0.053 | 0.055 | 0.051 | 0.047 |
| 2004 | 0.054 | 0.032 | -0.020 | 0.045 |
| 2003 | -0.116 | 0.151 | 0.050 | 0.075 |
| 2002 | 0.048 | -0.158 | -0.208 | -0.001 |
| 2001 | -0.173 | 0.112 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.186 |
| 3 years | -0.010 |
| 5 years | 0.069 |
| 10 years | 0.025 |