Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 3 |
| 1 month | -0.037 | 0 | 5 |
| 3 months | -0.022 | 0 | 3 |
| 1 year | 0.072 | 0 | 13 |
| 3 years | -0.010 | 0 | 94 |
| 5 years | 0.097 | 0 | 83 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | -0.023 | — |
| 2022 | -0.045 | — |
| 2021 | 0.144 | — |
| 2020 | -0.008 | — |
| 2019 | 0.175 | — |
| 2018 | -0.089 | — |
| 2017 | 0.100 | — |
| 2016 | 0.103 | — |
| 2015 | -0.010 | — |
| 2014 | 0.081 | — |
| 2013 | 0.009 | — |
| 2012 | 0.233 | — |
| 2011 | -0.100 | — |
| 2010 | 0.263 | — |
| 2009 | 0.574 | — |
| 2008 | -0.439 | — |
| 2007 | 0.185 | — |
| 2006 | 0.122 | — |
| 2005 | 0.265 | — |
| 2004 | 0.173 | — |
| 2003 | 0.209 | — |
| 2002 | -0.200 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.009 | 0.013 | 0.096 | -0.013 |
| 2023 | -0.011 | -0.035 | -0.029 | 0.054 |
| 2022 | 0.040 | -0.087 | -0.043 | 0.052 |
| 2021 | 0.107 | 0.036 | -0.024 | 0.023 |
| 2020 | -0.277 | 0.184 | 0.010 | 0.147 |
| 2019 | 0.148 | 0.030 | -0.031 | 0.025 |
| 2018 | -0.049 | 0.073 | -0.013 | -0.095 |
| 2017 | 0.092 | -0.049 | 0.001 | 0.058 |
| 2016 | -0.041 | 0.032 | 0.080 | 0.032 |
| 2015 | 0.156 | -0.067 | -0.173 | 0.110 |
| 2014 | 0.008 | 0.036 | 0.006 | 0.028 |
| 2013 | 0.108 | -0.142 | 0.059 | 0.001 |
| 2012 | 0.080 | 0.006 | 0.095 | 0.036 |
| 2011 | -0.042 | -0.012 | -0.138 | 0.102 |
| 2010 | 0.096 | -0.044 | 0.102 | 0.094 |
| 2009 | 0.011 | 0.202 | 0.203 | 0.077 |
| 2008 | -0.166 | 0.128 | -0.206 | -0.248 |
| 2007 | 0.064 | 0.089 | 0.048 | -0.025 |
| 2006 | 0.025 | -0.051 | 0.031 | 0.119 |
| 2005 | 0.064 | 0.099 | 0.060 | 0.020 |
| 2004 | 0.104 | -0.046 | 0.061 | 0.049 |
| 2003 | -0.024 | 0.104 | 0.066 | 0.052 |
| 2002 | 0.068 | -0.113 | -0.107 | -0.054 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | -0.025 |
| 5 years | 0.087 |
| 10 years | 0.020 |