Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 77 |
| 1 month | 0.002 | 0 | 84 |
| 3 months | -0.062 | 0 | 56 |
| 1 year | 0.061 | 0 | 40 |
| 3 years | 0.065 | 0 | 22 |
| 5 years | 0.126 | 0 | 26 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.178 | — |
| 2022 | -0.172 | — |
| 2021 | 0.222 | — |
| 2020 | 0.035 | — |
| 2019 | 0.236 | — |
| 2018 | -0.229 | — |
| 2017 | 0.181 | — |
| 2016 | 0.095 | — |
| 2015 | -0.001 | — |
| 2014 | 0.017 | — |
| 2013 | 0.377 | — |
| 2012 | 0.202 | — |
| 2011 | -0.084 | — |
| 2010 | 0.212 | — |
| 2009 | 0.298 | — |
| 2008 | -0.479 | — |
| 2007 | 0.022 | — |
| 2006 | 0.188 | — |
| 2005 | 0.169 | — |
| 2004 | 0.225 | — |
| 2003 | 0.507 | — |
| 2002 | -0.027 | — |
| 2001 | -0.066 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.087 | -0.023 | 0.097 | -0.021 |
| 2023 | 0.064 | 0.041 | -0.040 | 0.107 |
| 2022 | -0.057 | -0.161 | -0.060 | 0.112 |
| 2021 | 0.132 | 0.046 | -0.009 | 0.041 |
| 2020 | -0.333 | 0.208 | 0.063 | 0.210 |
| 2019 | 0.138 | 0.001 | -0.005 | 0.090 |
| 2018 | -0.037 | -0.002 | -0.007 | -0.192 |
| 2017 | 0.044 | 0.038 | 0.050 | 0.038 |
| 2016 | -0.004 | -0.017 | 0.063 | 0.051 |
| 2015 | 0.048 | 0.018 | -0.086 | 0.025 |
| 2014 | 0.034 | 0.034 | -0.069 | 0.022 |
| 2013 | 0.128 | 0.002 | 0.111 | 0.096 |
| 2012 | 0.139 | -0.068 | 0.073 | 0.055 |
| 2011 | 0.073 | 0.006 | -0.223 | 0.092 |
| 2010 | 0.074 | -0.127 | 0.138 | 0.136 |
| 2009 | -0.106 | 0.197 | 0.185 | 0.023 |
| 2008 | -0.083 | 0.060 | -0.232 | -0.302 |
| 2007 | 0.057 | 0.057 | -0.027 | -0.060 |
| 2006 | 0.117 | -0.030 | -0.004 | 0.102 |
| 2005 | 0.025 | 0.017 | 0.093 | 0.026 |
| 2004 | 0.073 | 0.001 | 0.003 | 0.137 |
| 2003 | -0.022 | 0.213 | 0.116 | 0.138 |
| 2002 | 0.080 | 0.013 | -0.152 | 0.049 |
| 2001 | -0.053 | 0.062 | -0.136 | 0.075 |
| 2000 | -0.009 | -0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.049 |
| 5 years | 0.115 |
| 10 years | 0.042 |