Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.114 | 0 | — |
| 1 month | -0.048 | 0 | — |
| 3 months | -0.129 | 0 | — |
| 1 year | -0.006 | 0 | — |
| 3 years | 0.036 | 0 | — |
| 5 years | 0.075 | 0 | — |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.215 | — |
| 2023 | 0.156 | — |
| 2022 | -0.172 | — |
| 2021 | 0.218 | — |
| 2020 | 0.018 | — |
| 2019 | 0.277 | — |
| 2018 | -0.136 | — |
| 2017 | 0.044 | — |
| 2016 | 0.051 | — |
| 2015 | 0.050 | — |
| 2014 | 0.122 | — |
| 2013 | 0.159 | — |
| 2012 | 0.102 | — |
| 2011 | -0.074 | — |
| 2010 | 0.152 | — |
| 2009 | 0.253 | — |
| 2008 | -0.453 | — |
| 2007 | -0.077 | — |
| 2006 | 0.063 | — |
| 2005 | 0.251 | — |
| 2004 | 0.057 | — |
| 2003 | 0.081 | — |
| 2002 | -0.355 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.070 | — | — | — |
| 2024 | 0.101 | 0.031 | 0.003 | 0.068 |
| 2023 | 0.038 | 0.059 | -0.007 | 0.060 |
| 2022 | -0.044 | -0.122 | -0.014 | 0.001 |
| 2021 | 0.078 | 0.051 | 0.014 | 0.060 |
| 2020 | -0.204 | 0.139 | 0.034 | 0.085 |
| 2019 | 0.150 | 0.017 | 0.028 | 0.063 |
| 2018 | -0.058 | 0.060 | 0.032 | -0.162 |
| 2017 | 0.032 | -0.025 | 0.006 | 0.031 |
| 2016 | -0.056 | -0.012 | 0.038 | 0.086 |
| 2015 | 0.128 | -0.042 | -0.107 | 0.087 |
| 2014 | 0.007 | 0.043 | 0.030 | 0.038 |
| 2013 | 0.086 | -0.010 | 0.037 | 0.039 |
| 2012 | 0.072 | -0.019 | 0.055 | -0.006 |
| 2011 | -0.023 | -0.033 | -0.091 | 0.079 |
| 2010 | 0.084 | -0.065 | 0.023 | 0.111 |
| 2009 | -0.075 | 0.162 | 0.109 | 0.052 |
| 2008 | -0.179 | -0.030 | -0.106 | -0.232 |
| 2007 | -0.002 | 0.042 | -0.047 | -0.068 |
| 2006 | 0.048 | -0.072 | 0.049 | 0.042 |
| 2005 | 0.030 | 0.075 | 0.075 | 0.051 |
| 2004 | 0.065 | 0.018 | -0.044 | 0.020 |
| 2003 | -0.105 | 0.112 | 0.042 | 0.043 |
| 2002 | 0.020 | -0.210 | -0.190 | -0.013 |
| 2001 | 0.168 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.046 |
| 3 years | 0.022 |
| 5 years | 0.066 |
| 10 years | 0.034 |