Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | 57 |
| 1 month | 0.003 | 0 | 68 |
| 3 months | -0.041 | 0 | 57 |
| 1 year | 0.029 | 0 | 58 |
| 3 years | 0.049 | 0 | 37 |
| 5 years | 0.111 | 0 | 26 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.054 | — |
| 2022 | -0.049 | — |
| 2021 | 0.146 | — |
| 2020 | 0.119 | — |
| 2019 | 0.222 | — |
| 2018 | -0.176 | — |
| 2017 | 0.204 | — |
| 2016 | 0.015 | — |
| 2015 | 0.134 | — |
| 2014 | 0.020 | — |
| 2013 | 0.301 | — |
| 2012 | 0.118 | — |
| 2011 | -0.113 | — |
| 2010 | 0.204 | — |
| 2009 | 0.286 | — |
| 2008 | -0.310 | — |
| 2007 | 0.072 | — |
| 2006 | 0.236 | — |
| 2005 | 0.218 | — |
| 2004 | 0.159 | — |
| 2003 | 0.202 | — |
| 2002 | -0.182 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.041 | -0.007 | 0.047 | 0.001 |
| 2023 | 0.008 | -0.015 | 0.019 | 0.042 |
| 2022 | -0.036 | -0.085 | -0.017 | 0.097 |
| 2021 | 0.054 | 0.065 | 0.046 | -0.024 |
| 2020 | -0.288 | 0.267 | 0.092 | 0.137 |
| 2019 | 0.123 | 0.019 | -0.013 | 0.081 |
| 2018 | -0.080 | 0.098 | -0.025 | -0.163 |
| 2017 | 0.055 | 0.046 | 0.017 | 0.073 |
| 2016 | -0.031 | -0.045 | 0.100 | -0.003 |
| 2015 | 0.061 | 0.022 | -0.030 | 0.079 |
| 2014 | 0.046 | -0.064 | 0.003 | 0.038 |
| 2013 | 0.122 | -0.003 | 0.049 | 0.109 |
| 2012 | 0.069 | -0.067 | 0.074 | 0.043 |
| 2011 | -0.008 | -0.021 | -0.129 | 0.049 |
| 2010 | 0.062 | -0.106 | 0.154 | 0.099 |
| 2009 | -0.127 | 0.145 | 0.294 | -0.006 |
| 2008 | -0.113 | -0.017 | -0.189 | -0.023 |
| 2007 | 0.039 | 0.048 | 0.014 | -0.029 |
| 2006 | 0.137 | -0.061 | 0.048 | 0.104 |
| 2005 | 0.045 | 0.025 | 0.077 | 0.056 |
| 2004 | 0.061 | 0.030 | 0.025 | 0.035 |
| 2003 | -0.053 | 0.125 | 0.044 | 0.080 |
| 2002 | 0.037 | -0.091 | -0.130 | -0.003 |
| 2001 | -0.123 | 0.047 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.035 |
| 5 years | 0.102 |
| 10 years | 0.056 |