Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 45 |
| 1 month | -0.018 | 0 | 31 |
| 3 months | -0.078 | 0 | 49 |
| 1 year | 0.035 | 0 | 28 |
| 3 years | 0.022 | 0 | 71 |
| 5 years | 0.053 | 0 | 70 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.095 | — |
| 2022 | -0.187 | — |
| 2021 | 0.169 | — |
| 2020 | 0.019 | — |
| 2019 | 0.152 | — |
| 2018 | -0.097 | — |
| 2017 | 0.079 | — |
| 2016 | 0.002 | — |
| 2015 | 0.086 | — |
| 2014 | 0.076 | — |
| 2013 | 0.137 | — |
| 2012 | 0.128 | — |
| 2011 | -0.104 | — |
| 2010 | 0.134 | — |
| 2009 | 0.219 | — |
| 2008 | -0.416 | — |
| 2007 | -0.022 | — |
| 2006 | 0.112 | — |
| 2005 | 0.270 | — |
| 2004 | 0.112 | — |
| 2003 | 0.141 | — |
| 2002 | -0.297 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.065 | 0.020 | 0.014 | 0.039 |
| 2023 | 0.028 | 0.014 | -0.008 | 0.060 |
| 2022 | -0.067 | -0.108 | -0.038 | 0.014 |
| 2021 | 0.053 | 0.062 | -0.001 | 0.047 |
| 2020 | -0.184 | 0.128 | 0.016 | 0.090 |
| 2019 | 0.084 | 0.010 | 0.006 | 0.045 |
| 2018 | -0.029 | 0.033 | 0.007 | -0.106 |
| 2017 | 0.038 | 0.002 | 0.017 | 0.021 |
| 2016 | -0.058 | -0.007 | 0.032 | 0.038 |
| 2015 | 0.131 | -0.020 | -0.085 | 0.071 |
| 2014 | 0.019 | 0.018 | 0.012 | 0.025 |
| 2013 | 0.066 | -0.013 | 0.042 | 0.037 |
| 2012 | 0.081 | -0.028 | 0.064 | 0.009 |
| 2011 | -0.020 | -0.013 | -0.130 | 0.064 |
| 2010 | 0.046 | -0.036 | 0.034 | 0.087 |
| 2009 | -0.061 | 0.114 | 0.123 | 0.037 |
| 2008 | -0.139 | -0.022 | -0.087 | -0.240 |
| 2007 | 0.036 | 0.039 | -0.056 | -0.037 |
| 2006 | 0.076 | -0.063 | 0.041 | 0.060 |
| 2005 | 0.046 | 0.068 | 0.085 | 0.047 |
| 2004 | 0.058 | 0.016 | -0.008 | 0.043 |
| 2003 | -0.094 | 0.119 | 0.062 | 0.059 |
| 2002 | 0.032 | -0.158 | -0.173 | -0.022 |
| 2001 | 0.008 | -0.198 | 0.149 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.008 |
| 5 years | 0.045 |
| 10 years | 0.019 |