Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.145 | 0 | 78 |
| 1 month | -0.025 | 0 | 40 |
| 3 months | -0.160 | 0 | 85 |
| 1 year | -0.156 | 0 | 61 |
| 3 years | -0.040 | 0 | 27 |
| 5 years | 0.080 | 0 | 35 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.030 | — |
| 2023 | 0.089 | — |
| 2022 | -0.133 | — |
| 2021 | 0.251 | — |
| 2020 | 0.376 | — |
| 2019 | 0.327 | — |
| 2018 | -0.098 | — |
| 2017 | 0.095 | — |
| 2016 | 0.046 | — |
| 2015 | 0.081 | — |
| 2014 | 0.101 | — |
| 2013 | 0.217 | — |
| 2012 | 0.017 | — |
| 2011 | -0.189 | — |
| 2010 | -0.064 | — |
| 2009 | 0.176 | — |
| 2008 | -0.517 | — |
| 2007 | 0.405 | — |
| 2006 | 0.182 | — |
| 2005 | 0.395 | — |
| 2004 | 0.216 | — |
| 2003 | 0.223 | — |
| 2002 | -0.629 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.123 | — | — | — |
| 2024 | -0.003 | -0.003 | 0.025 | -0.048 |
| 2023 | 0.089 | 0.018 | -0.092 | 0.082 |
| 2022 | -0.084 | -0.146 | 0.055 | 0.050 |
| 2021 | 0.087 | 0.024 | 0.032 | 0.090 |
| 2020 | -0.167 | 0.220 | 0.148 | 0.179 |
| 2019 | 0.138 | 0.048 | 0.036 | 0.074 |
| 2018 | -0.040 | 0.038 | -0.005 | -0.090 |
| 2017 | 0.065 | 0.019 | 0.018 | -0.009 |
| 2016 | -0.032 | 0.001 | 0.070 | 0.008 |
| 2015 | 0.143 | -0.035 | -0.127 | 0.123 |
| 2014 | 0.039 | 0.049 | -0.006 | 0.016 |
| 2013 | 0.104 | -0.009 | 0.074 | 0.035 |
| 2012 | 0.040 | -0.057 | 0.043 | -0.006 |
| 2011 | 0.022 | -0.101 | -0.178 | 0.073 |
| 2010 | -0.037 | -0.050 | -0.007 | 0.030 |
| 2009 | -0.055 | 0.174 | 0.036 | 0.023 |
| 2008 | -0.201 | 0.056 | -0.223 | -0.264 |
| 2007 | 0.127 | 0.107 | -0.003 | 0.130 |
| 2006 | 0.261 | -0.105 | -0.020 | 0.068 |
| 2005 | 0.055 | 0.120 | 0.213 | -0.027 |
| 2004 | 0.183 | 0.026 | -0.104 | 0.118 |
| 2003 | -0.142 | 0.165 | 0.245 | -0.018 |
| 2002 | 0.004 | -0.389 | -0.352 | -0.067 |
| 2001 | -0.462 | 0.139 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.156 |
| 3 years | -0.040 |
| 5 years | 0.080 |
| 10 years | 0.059 |