Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.059 | 0 | 67 |
| 1 month | -0.059 | 0 | 81 |
| 3 months | -0.105 | 0 | 77 |
| 1 year | 0.031 | 0 | 52 |
| 3 years | 0.047 | 0 | 71 |
| 5 years | 0.136 | 0 | 22 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.088 | — |
| 2022 | -0.019 | — |
| 2021 | 0.354 | — |
| 2020 | -0.051 | — |
| 2019 | 0.210 | — |
| 2018 | -0.092 | — |
| 2017 | 0.063 | — |
| 2016 | 0.146 | — |
| 2015 | 0.123 | — |
| 2014 | 0.042 | — |
| 2013 | 0.255 | — |
| 2012 | 0.108 | — |
| 2011 | -0.180 | — |
| 2010 | 0.264 | — |
| 2009 | 0.231 | — |
| 2008 | -0.425 | — |
| 2007 | -0.010 | — |
| 2006 | 0.136 | — |
| 2005 | 0.314 | — |
| 2004 | 0.180 | — |
| 2003 | 0.275 | — |
| 2002 | -0.148 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.102 | -0.034 | 0.054 | 0.036 |
| 2023 | 0.006 | 0.035 | 0.006 | 0.039 |
| 2022 | 0.017 | -0.073 | -0.031 | 0.073 |
| 2021 | 0.194 | 0.052 | 0.016 | 0.062 |
| 2020 | -0.278 | 0.130 | 0.002 | 0.162 |
| 2019 | 0.119 | 0.001 | 0.032 | 0.047 |
| 2018 | -0.043 | 0.053 | 0.043 | -0.137 |
| 2017 | 0.023 | -0.027 | 0.005 | 0.062 |
| 2016 | -0.042 | 0.024 | 0.040 | 0.123 |
| 2015 | 0.185 | -0.019 | -0.112 | 0.087 |
| 2014 | 0.026 | 0.034 | -0.007 | -0.011 |
| 2013 | 0.091 | 0.019 | 0.078 | 0.047 |
| 2012 | 0.125 | -0.088 | 0.046 | 0.032 |
| 2011 | -0.018 | -0.029 | -0.163 | 0.028 |
| 2010 | 0.109 | -0.023 | 0.046 | 0.114 |
| 2009 | -0.099 | 0.193 | 0.120 | 0.023 |
| 2008 | -0.143 | -0.069 | -0.121 | -0.181 |
| 2007 | 0.071 | 0.045 | -0.048 | -0.072 |
| 2006 | 0.099 | -0.055 | 0.044 | 0.048 |
| 2005 | 0.106 | 0.047 | 0.115 | 0.018 |
| 2004 | 0.117 | 0.039 | -0.034 | 0.052 |
| 2003 | -0.057 | 0.138 | 0.129 | 0.053 |
| 2002 | 0.043 | -0.034 | -0.128 | -0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.036 |
| 5 years | 0.129 |
| 10 years | 0.063 |