Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 79 |
| 1 month | -0.023 | 0 | 88 |
| 3 months | -0.029 | 0 | 49 |
| 1 year | 0.014 | 0 | 59 |
| 3 years | 0.011 | 0 | 79 |
| 5 years | 0.043 | 0 | 90 |
| 10 years | -0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.028 | — |
| 2023 | 0.075 | — |
| 2022 | -0.088 | — |
| 2021 | 0.117 | — |
| 2020 | -0.187 | — |
| 2019 | 0.163 | — |
| 2018 | -0.169 | — |
| 2017 | 0.072 | — |
| 2016 | 0.041 | — |
| 2015 | 0.067 | — |
| 2014 | -0.026 | — |
| 2013 | 0.246 | — |
| 2012 | 0.251 | — |
| 2011 | -0.073 | — |
| 2010 | 0.200 | — |
| 2009 | 0.499 | — |
| 2008 | -0.376 | — |
| 2007 | -0.019 | — |
| 2006 | 0.217 | — |
| 2005 | 0.214 | — |
| 2004 | 0.066 | — |
| 2003 | 0.133 | — |
| 2002 | -0.388 | — |
| 2001 | -0.167 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.010 | 0.033 | 0.035 | -0.048 |
| 2023 | 0.058 | 0.006 | -0.028 | 0.040 |
| 2022 | -0.028 | -0.064 | -0.114 | 0.133 |
| 2021 | 0.048 | 0.038 | 0.029 | -0.002 |
| 2020 | -0.325 | 0.095 | -0.030 | 0.134 |
| 2019 | 0.096 | 0.003 | -0.021 | 0.081 |
| 2018 | -0.057 | 0.023 | 0.004 | -0.141 |
| 2017 | 0.048 | -0.002 | 0.017 | 0.008 |
| 2016 | -0.056 | 0 | 0.051 | 0.049 |
| 2015 | 0.137 | 0.011 | -0.108 | 0.040 |
| 2014 | 0.039 | 0.021 | -0.065 | -0.017 |
| 2013 | 0.096 | 0.009 | 0.111 | 0.014 |
| 2012 | 0.103 | -0.009 | 0.080 | 0.059 |
| 2011 | -0.042 | 0.008 | -0.089 | 0.053 |
| 2010 | 0.046 | -0.006 | 0.056 | 0.093 |
| 2009 | -0.013 | 0.255 | 0.120 | 0.080 |
| 2008 | -0.138 | -0.023 | -0.066 | -0.207 |
| 2007 | 0.037 | 0.023 | -0.032 | -0.045 |
| 2006 | 0.078 | -0.036 | 0.058 | 0.107 |
| 2005 | 0.028 | 0.046 | 0.062 | 0.064 |
| 2004 | 0.026 | 0.005 | -0.032 | 0.068 |
| 2003 | -0.161 | 0.182 | 0.024 | 0.116 |
| 2002 | 0 | -0.176 | -0.292 | 0.049 |
| 2001 | -0.090 | 0.043 | -0.209 | 0.109 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.054 |
| 3 years | -0.009 |
| 5 years | 0.030 |
| 10 years | -0.015 |