Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 57 |
| 1 month | 0.013 | 0 | 56 |
| 3 months | -0.064 | 0 | 62 |
| 1 year | -0.005 | 0 | 77 |
| 3 years | 0.012 | 0 | 78 |
| 5 years | 0.073 | 0 | 74 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.005 | — |
| 2023 | 0.160 | — |
| 2022 | -0.240 | — |
| 2021 | 0.135 | — |
| 2020 | 0.136 | — |
| 2019 | 0.209 | — |
| 2018 | -0.191 | — |
| 2017 | 0.251 | — |
| 2016 | 0.111 | — |
| 2015 | -0.075 | — |
| 2014 | -0.074 | — |
| 2013 | 0.259 | — |
| 2012 | 0.152 | — |
| 2011 | -0.256 | — |
| 2010 | 0.274 | — |
| 2009 | 0.611 | — |
| 2008 | -0.542 | — |
| 2007 | -0.028 | — |
| 2006 | 0.281 | — |
| 2005 | 0.080 | — |
| 2004 | 0.192 | — |
| 2003 | 0.506 | — |
| 2002 | -0.083 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.026 | -0.017 | 0.058 | -0.067 |
| 2023 | 0.084 | 0.009 | -0.063 | 0.132 |
| 2022 | -0.109 | -0.167 | -0.102 | 0.140 |
| 2021 | 0.098 | 0.045 | -0.031 | 0.021 |
| 2020 | -0.307 | 0.242 | 0.109 | 0.191 |
| 2019 | 0.126 | -0.003 | -0.018 | 0.097 |
| 2018 | -0.008 | -0.017 | -0.013 | -0.160 |
| 2017 | 0.058 | 0.057 | 0.046 | 0.069 |
| 2016 | 0.019 | -0.002 | 0.074 | 0.017 |
| 2015 | 0.026 | 0.011 | -0.117 | 0.010 |
| 2014 | -0.012 | 0.033 | -0.076 | -0.018 |
| 2013 | 0.087 | 0.014 | 0.081 | 0.056 |
| 2012 | 0.166 | -0.136 | 0.095 | 0.045 |
| 2011 | 0.029 | -0.017 | -0.250 | -0.017 |
| 2010 | 0.076 | -0.088 | 0.179 | 0.100 |
| 2009 | -0.085 | 0.371 | 0.254 | 0.024 |
| 2008 | -0.119 | -0.052 | -0.175 | -0.335 |
| 2007 | 0.065 | 0.070 | -0.043 | -0.108 |
| 2006 | 0.129 | -0.033 | 0.023 | 0.147 |
| 2005 | 0.021 | -0.005 | 0.056 | 0.007 |
| 2004 | 0.063 | 0.006 | -0.020 | 0.138 |
| 2003 | -0.114 | 0.271 | 0.155 | 0.158 |
| 2002 | 0.114 | 0.001 | -0.231 | 0.069 |
| 2001 | -0.152 | 0.109 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.071 |
| 3 years | -0.008 |
| 5 years | 0.060 |
| 10 years | 0.021 |