Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.077 | 0 | 32 |
| 1 month | -0.047 | 0 | 81 |
| 3 months | -0.130 | 0 | 70 |
| 1 year | -0.002 | 0 | 76 |
| 3 years | 0.017 | 0 | 92 |
| 5 years | 0.074 | 0 | 84 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.093 | — |
| 2022 | -0.135 | — |
| 2021 | 0.245 | — |
| 2020 | 0.031 | — |
| 2019 | 0.316 | — |
| 2018 | -0.059 | — |
| 2017 | 0.067 | — |
| 2016 | 0.107 | — |
| 2015 | 0.075 | — |
| 2014 | 0.170 | — |
| 2013 | 0.222 | — |
| 2012 | 0.190 | — |
| 2011 | -0.034 | — |
| 2010 | 0.198 | — |
| 2009 | 0.265 | — |
| 2008 | -0.311 | — |
| 2007 | -0.024 | — |
| 2006 | 0.095 | — |
| 2005 | 0.214 | — |
| 2004 | 0.087 | — |
| 2003 | 0.055 | — |
| 2002 | -0.255 | — |
| 2001 | -0.068 | — |
| 2000 | -0.001 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.076 | -0.022 | 0.042 | 0.016 |
| 2023 | 0.055 | 0.021 | -0.041 | 0.058 |
| 2022 | -0.049 | -0.107 | -0.020 | 0.038 |
| 2021 | 0.078 | 0.065 | 0.008 | 0.076 |
| 2020 | -0.208 | 0.148 | 0.036 | 0.096 |
| 2019 | 0.165 | 0.044 | 0.042 | 0.038 |
| 2018 | -0.045 | 0.057 | 0.050 | -0.112 |
| 2017 | 0.059 | -0.001 | -0.007 | 0.016 |
| 2016 | -0.021 | 0.028 | 0.034 | 0.063 |
| 2015 | 0.150 | -0.035 | -0.083 | 0.055 |
| 2014 | 0.000 | 0.046 | 0.040 | 0.076 |
| 2013 | 0.125 | -0.018 | 0.039 | 0.064 |
| 2012 | 0.108 | -0.003 | 0.051 | 0.025 |
| 2011 | -0.035 | 0.011 | -0.109 | 0.112 |
| 2010 | 0.090 | -0.036 | 0.016 | 0.121 |
| 2009 | -0.072 | 0.113 | 0.139 | 0.075 |
| 2008 | -0.116 | -0.049 | -0.009 | -0.174 |
| 2007 | 0.010 | 0.033 | -0.027 | -0.039 |
| 2006 | 0.054 | -0.047 | 0.071 | 0.018 |
| 2005 | 0.031 | 0.050 | 0.081 | 0.038 |
| 2004 | 0.058 | 0.029 | -0.032 | 0.032 |
| 2003 | -0.098 | 0.094 | 0.018 | 0.050 |
| 2002 | 0.030 | -0.156 | -0.146 | 0.003 |
| 2001 | -0.055 | 0.073 | -0.172 | 0.110 |
| 2000 | 0.090 | -0.022 | 0.019 | -0.080 |
| 1999 | 0.117 | -0.048 | 0.250 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | -0.004 |
| 5 years | 0.061 |
| 10 years | 0.052 |