Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.167 | 0 | 90 |
| 1 month | -0.044 | 0 | 92 |
| 3 months | -0.185 | 0 | 88 |
| 1 year | -0.066 | 0 | 87 |
| 3 years | 0.008 | 0 | 77 |
| 5 years | 0.141 | 0 | 7 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.182 | — |
| 2022 | -0.177 | — |
| 2021 | 0.285 | — |
| 2020 | 0.247 | — |
| 2019 | 0.272 | — |
| 2018 | -0.213 | — |
| 2017 | 0.208 | — |
| 2016 | 0.288 | — |
| 2015 | -0.138 | — |
| 2014 | -0.022 | — |
| 2013 | 0.405 | — |
| 2012 | 0.215 | — |
| 2011 | -0.124 | — |
| 2010 | 0.340 | — |
| 2009 | 0.591 | — |
| 2008 | -0.477 | — |
| 2007 | -0.046 | — |
| 2006 | 0.179 | — |
| 2005 | 0.035 | — |
| 2004 | 0.168 | — |
| 2003 | 0.834 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.129 | — | — | — |
| 2024 | 0.049 | -0.017 | 0.026 | 0.034 |
| 2023 | 0.056 | 0.066 | -0.052 | 0.107 |
| 2022 | -0.049 | -0.184 | -0.055 | 0.122 |
| 2021 | 0.242 | 0.044 | -0.059 | 0.054 |
| 2020 | -0.381 | 0.315 | 0.107 | 0.383 |
| 2019 | 0.142 | 0.011 | 0.005 | 0.097 |
| 2018 | -0.029 | 0.059 | 0.012 | -0.244 |
| 2017 | 0.042 | 0.022 | 0.095 | 0.037 |
| 2016 | 0.024 | 0.017 | 0.124 | 0.102 |
| 2015 | 0.013 | -0.001 | -0.162 | 0.017 |
| 2014 | 0.031 | -0.003 | -0.103 | 0.060 |
| 2013 | 0.132 | 0.036 | 0.092 | 0.097 |
| 2012 | 0.176 | -0.056 | 0.033 | 0.059 |
| 2011 | 0.073 | -0.038 | -0.278 | 0.175 |
| 2010 | 0.127 | -0.118 | 0.123 | 0.200 |
| 2009 | -0.137 | 0.357 | 0.317 | 0.032 |
| 2008 | -0.116 | -0.022 | -0.039 | -0.371 |
| 2007 | 0.039 | 0.067 | -0.065 | -0.080 |
| 2006 | 0.160 | -0.058 | 0.000 | 0.079 |
| 2005 | -0.045 | 0.007 | 0.061 | 0.014 |
| 2004 | 0.059 | 0.013 | -0.050 | 0.146 |
| 2003 | -0.025 | 0.334 | 0.180 | 0.196 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.113 |
| 3 years | -0.009 |
| 5 years | 0.130 |
| 10 years | 0.061 |