Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 77 |
| 1 month | -0.016 | 0 | 67 |
| 3 months | -0.014 | 0 | 76 |
| 1 year | -0.033 | 0 | 97 |
| 3 years | 0.053 | 0 | 86 |
| 5 years | 0.107 | 0 | 75 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.024 | — |
| 2023 | 0.157 | — |
| 2022 | -0.039 | — |
| 2021 | 0.242 | — |
| 2020 | -0.105 | — |
| 2019 | 0.171 | — |
| 2018 | -0.151 | — |
| 2017 | 0.078 | — |
| 2016 | 0.003 | — |
| 2015 | 0.069 | — |
| 2014 | 0.027 | — |
| 2013 | 0.329 | — |
| 2012 | 0.203 | — |
| 2011 | -0.091 | — |
| 2010 | 0.143 | — |
| 2009 | 0.332 | — |
| 2008 | -0.425 | — |
| 2007 | -0.023 | — |
| 2006 | 0.222 | — |
| 2005 | 0.252 | — |
| 2004 | 0.156 | — |
| 2003 | 0.114 | — |
| 2002 | -0.385 | — |
| 2001 | -0.286 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.056 | — | — | — |
| 2024 | 0.041 | -0.023 | 0.016 | -0.055 |
| 2023 | 0.085 | 0.016 | 0.001 | 0.047 |
| 2022 | -0.027 | -0.093 | -0.043 | 0.138 |
| 2021 | 0.130 | 0.027 | 0.016 | 0.053 |
| 2020 | -0.297 | 0.124 | -0.022 | 0.159 |
| 2019 | 0.100 | -0.019 | 0.013 | 0.071 |
| 2018 | -0.030 | 0.036 | -0.007 | -0.149 |
| 2017 | 0.041 | 0.008 | 0.025 | 0.002 |
| 2016 | -0.102 | -0.069 | 0.050 | 0.142 |
| 2015 | 0.180 | -0.014 | -0.122 | 0.047 |
| 2014 | 0.026 | 0.004 | 0.012 | -0.014 |
| 2013 | 0.063 | 0.020 | 0.142 | 0.073 |
| 2012 | 0.108 | -0.064 | 0.085 | 0.070 |
| 2011 | 0.015 | 0.014 | -0.173 | 0.067 |
| 2010 | 0.056 | -0.031 | 0.047 | 0.068 |
| 2009 | -0.145 | 0.245 | 0.189 | 0.052 |
| 2008 | -0.152 | -0.050 | -0.122 | -0.187 |
| 2007 | 0.020 | 0.058 | -0.048 | -0.049 |
| 2006 | 0.083 | -0.035 | 0.091 | 0.071 |
| 2005 | 0.049 | 0.072 | 0.066 | 0.044 |
| 2004 | 0.071 | 0.027 | -0.015 | 0.067 |
| 2003 | -0.113 | 0.129 | 0.035 | 0.075 |
| 2002 | -0.008 | -0.217 | -0.228 | 0.025 |
| 2001 | -0.191 | -0.008 | -0.236 | 0.165 |
| 2000 | -0.198 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | 0.042 |
| 5 years | 0.100 |
| 10 years | 0.016 |