Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 81 |
| 1 month | -0.028 | 0 | 78 |
| 3 months | -0.102 | 0 | 86 |
| 1 year | -0.019 | 0 | 68 |
| 3 years | 0.055 | 0 | 39 |
| 5 years | 0.046 | 0 | 48 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.249 | — |
| 2023 | 0.050 | — |
| 2022 | -0.103 | — |
| 2021 | -0.009 | — |
| 2020 | 0.289 | — |
| 2019 | 0.284 | — |
| 2018 | -0.159 | — |
| 2017 | 0.427 | — |
| 2016 | 0.004 | — |
| 2015 | 0.066 | — |
| 2014 | 0.285 | — |
| 2013 | 0.121 | — |
| 2012 | 0.077 | — |
| 2011 | -0.182 | — |
| 2010 | 0.187 | — |
| 2009 | 0.352 | — |
| 2008 | -0.396 | — |
| 2007 | 0.150 | — |
| 2006 | 0.133 | — |
| 2005 | 0.182 | — |
| 2004 | -0.069 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.073 | — | — | — |
| 2024 | 0.113 | 0.051 | 0.065 | 0.002 |
| 2023 | 0.126 | 0.009 | -0.064 | -0.012 |
| 2022 | -0.092 | 0.023 | -0.035 | 0.001 |
| 2021 | 0.029 | 0.023 | -0.070 | 0.012 |
| 2020 | 0.004 | 0.104 | 0.122 | 0.035 |
| 2019 | 0.122 | -0.001 | 0.053 | 0.087 |
| 2018 | -0.059 | -0.002 | -0.074 | -0.033 |
| 2017 | 0.133 | 0.080 | 0.023 | 0.141 |
| 2016 | -0.078 | 0.024 | 0.078 | -0.013 |
| 2015 | 0.132 | -0.034 | -0.112 | 0.098 |
| 2014 | -0.020 | 0.092 | 0.037 | 0.158 |
| 2013 | 0.038 | -0.021 | 0.055 | 0.045 |
| 2012 | 0.040 | -0.030 | 0.026 | 0.040 |
| 2011 | -0.044 | -0.037 | -0.158 | 0.056 |
| 2010 | 0.053 | 0.013 | 0.042 | 0.068 |
| 2009 | -0.060 | 0.246 | 0.083 | 0.065 |
| 2008 | -0.209 | -0.072 | -0.115 | -0.071 |
| 2007 | 0.030 | 0.130 | 0.006 | -0.018 |
| 2006 | 0.082 | -0.088 | 0.073 | 0.071 |
| 2005 | 0.049 | 0.022 | 0.010 | 0.091 |
| 2004 | 0.056 | -0.070 | 0.006 | -0.058 |
| 2003 | 0.102 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.068 |
| 3 years | 0.037 |
| 5 years | 0.036 |
| 10 years | 0.068 |