Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 99 |
| 1 month | -0.047 | 0 | 93 |
| 3 months | 0.053 | 0 | 99 |
| 1 year | 0.154 | 0 | 99 |
| 3 years | -0.016 | 0 | 93 |
| 5 years | -0.001 | 0 | 53 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | -0.166 | — |
| 2022 | -0.151 | — |
| 2021 | -0.099 | — |
| 2020 | 0.177 | — |
| 2019 | 0.157 | — |
| 2018 | -0.119 | — |
| 2017 | 0.424 | — |
| 2016 | 0.007 | — |
| 2015 | 0.006 | — |
| 2014 | 0.004 | — |
| 2013 | 0.100 | — |
| 2012 | 0.224 | — |
| 2011 | -0.108 | — |
| 2010 | 0.247 | — |
| 2009 | 0.747 | — |
| 2008 | -0.481 | — |
| 2007 | 0.528 | — |
| 2006 | 0.345 | — |
| 2005 | 0.143 | — |
| 2004 | 0.262 | — |
| 2003 | 0.565 | — |
| 2002 | -0.147 | — |
| 2001 | -0.147 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.109 | — | — | — |
| 2024 | -0.043 | 0.048 | 0.185 | -0.068 |
| 2023 | 0.017 | -0.084 | -0.056 | -0.052 |
| 2022 | -0.088 | -0.003 | -0.201 | 0.168 |
| 2021 | 0.033 | 0.041 | -0.123 | -0.044 |
| 2020 | -0.167 | 0.126 | 0.074 | 0.167 |
| 2019 | 0.142 | -0.015 | -0.051 | 0.084 |
| 2018 | 0.019 | -0.010 | -0.045 | -0.085 |
| 2017 | 0.126 | 0.062 | 0.099 | 0.084 |
| 2016 | -0.041 | -0.006 | 0.113 | -0.052 |
| 2015 | 0.081 | 0.040 | -0.152 | 0.055 |
| 2014 | -0.033 | 0.063 | -0.021 | -0.003 |
| 2013 | 0.023 | -0.042 | 0.071 | 0.048 |
| 2012 | 0.086 | -0.037 | 0.100 | 0.063 |
| 2011 | 0.001 | 0.016 | -0.177 | 0.067 |
| 2010 | 0.050 | -0.024 | 0.191 | 0.022 |
| 2009 | 0.021 | 0.349 | 0.147 | 0.105 |
| 2008 | -0.161 | -0.028 | -0.233 | -0.170 |
| 2007 | 0.066 | 0.150 | 0.221 | 0.021 |
| 2006 | 0.103 | -0.022 | 0.077 | 0.159 |
| 2005 | 0.036 | 0.038 | 0.034 | 0.027 |
| 2004 | 0.087 | -0.060 | 0.102 | 0.121 |
| 2003 | -0.015 | 0.136 | 0.218 | 0.148 |
| 2002 | -0.005 | 0.010 | -0.162 | 0.014 |
| 2001 | -0.123 | 0.047 | -0.216 | 0.185 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.154 |
| 3 years | -0.016 |
| 5 years | -0.001 |
| 10 years | 0.009 |