Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 54 |
| 1 month | 0.006 | 0 | 11 |
| 3 months | -0.037 | 0 | 47 |
| 1 year | -0.038 | 0 | 15 |
| 3 years | 0.017 | 0 | 30 |
| 5 years | 0.104 | 0 | 15 |
| 10 years | 0.086 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.106 | — |
| 2022 | -0.177 | — |
| 2021 | 0.229 | — |
| 2020 | 0.325 | — |
| 2019 | 0.313 | — |
| 2018 | -0.089 | — |
| 2017 | 0.145 | — |
| 2016 | 0.016 | — |
| 2015 | 0.316 | — |
| 2014 | 0.205 | — |
| 2013 | 0.310 | — |
| 2012 | 0.242 | — |
| 2011 | -0.191 | — |
| 2010 | 0.293 | — |
| 2009 | 0.527 | — |
| 2008 | -0.549 | — |
| 2007 | -0.114 | — |
| 2006 | 0.409 | — |
| 2005 | 0.719 | — |
| 2004 | 0.423 | — |
| 2003 | 0.337 | — |
| 2002 | -0.117 | — |
| 2001 | -0.293 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.092 | 0.026 | 0.000 | -0.035 |
| 2023 | 0.070 | 0.021 | -0.043 | 0.057 |
| 2022 | -0.087 | -0.141 | -0.095 | 0.159 |
| 2021 | 0.032 | 0.108 | 0.002 | 0.073 |
| 2020 | -0.150 | 0.224 | 0.139 | 0.118 |
| 2019 | 0.134 | 0.045 | -0.012 | 0.122 |
| 2018 | -0.017 | 0.040 | 0.026 | -0.131 |
| 2017 | 0.079 | 0.048 | 0.041 | -0.027 |
| 2016 | -0.026 | 0.018 | 0.032 | -0.007 |
| 2015 | 0.206 | 0.008 | 0.003 | 0.080 |
| 2014 | 0.111 | 0.067 | 0.001 | 0.017 |
| 2013 | 0.103 | -0.032 | 0.122 | 0.094 |
| 2012 | 0.131 | -0.019 | 0.114 | 0.005 |
| 2011 | -0.019 | -0.043 | -0.206 | 0.085 |
| 2010 | 0.130 | -0.027 | 0.056 | 0.114 |
| 2009 | -0.058 | 0.303 | 0.227 | 0.015 |
| 2008 | -0.178 | -0.054 | -0.164 | -0.306 |
| 2007 | -0.045 | 0.073 | -0.040 | -0.100 |
| 2006 | 0.190 | -0.031 | 0.055 | 0.158 |
| 2005 | 0.174 | 0.244 | 0.060 | 0.111 |
| 2004 | 0.109 | 0.095 | 0.031 | 0.137 |
| 2003 | -0.001 | 0.183 | 0.072 | 0.056 |
| 2002 | 0.106 | -0.030 | -0.149 | -0.033 |
| 2001 | -0.075 | 0.013 | -0.226 | -0.027 |
| 2000 | -0.071 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | 0.016 |
| 5 years | 0.103 |
| 10 years | 0.086 |