Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.127 | 0 | 100 |
| 1 month | 0.001 | 0 | 71 |
| 3 months | -0.156 | 0 | 100 |
| 1 year | -0.131 | 0 | 100 |
| 3 years | 0.006 | 0 | 88 |
| 5 years | 0.071 | 0 | 69 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.209 | — |
| 2022 | -0.361 | — |
| 2021 | 0.362 | — |
| 2020 | 0.264 | — |
| 2019 | 0.358 | — |
| 2018 | -0.161 | — |
| 2017 | 0.207 | — |
| 2016 | -0.073 | — |
| 2015 | 0.278 | — |
| 2014 | 0.073 | — |
| 2013 | 0.190 | — |
| 2012 | 0.337 | — |
| 2011 | -0.131 | — |
| 2010 | 0.197 | — |
| 2009 | 0.392 | — |
| 2008 | -0.401 | — |
| 2007 | 0.086 | — |
| 2006 | 0.241 | — |
| 2005 | 0.269 | — |
| 2004 | 0.189 | — |
| 2003 | 0.191 | — |
| 2002 | -0.333 | — |
| 2001 | -0.210 | — |
| 2000 | 0.064 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.128 | — | — | — |
| 2024 | 0.173 | 0.022 | -0.052 | -0.010 |
| 2023 | 0.178 | 0.023 | -0.082 | 0.094 |
| 2022 | -0.180 | -0.217 | -0.048 | 0.046 |
| 2021 | 0.065 | 0.119 | 0.045 | 0.093 |
| 2020 | -0.154 | 0.226 | 0.122 | 0.087 |
| 2019 | 0.189 | 0.072 | -0.028 | 0.095 |
| 2018 | -0.008 | 0.062 | 0.031 | -0.228 |
| 2017 | 0.078 | 0.031 | 0.077 | 0.008 |
| 2016 | -0.078 | -0.022 | 0.053 | -0.023 |
| 2015 | 0.205 | 0.008 | -0.030 | 0.084 |
| 2014 | 0.024 | -0.002 | -0.015 | 0.066 |
| 2013 | 0.088 | -0.024 | 0.060 | 0.057 |
| 2012 | 0.198 | -0.023 | 0.090 | 0.048 |
| 2011 | -0.004 | 0.024 | -0.215 | 0.087 |
| 2010 | 0.042 | -0.064 | 0.086 | 0.132 |
| 2009 | -0.054 | 0.219 | 0.165 | 0.036 |
| 2008 | -0.130 | -0.060 | -0.124 | -0.164 |
| 2007 | 0.024 | 0.072 | -0.002 | -0.009 |
| 2006 | 0.133 | -0.055 | 0.053 | 0.101 |
| 2005 | 0.072 | 0.074 | 0.098 | 0.004 |
| 2004 | 0.085 | 0.049 | -0.026 | 0.073 |
| 2003 | -0.172 | 0.237 | 0.093 | 0.065 |
| 2002 | 0.099 | -0.220 | -0.279 | 0.080 |
| 2001 | -0.101 | 0.014 | -0.221 | 0.112 |
| 2000 | 0.106 | -0.027 | -0.004 | -0.007 |
| 1999 | 0.095 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.157 |
| 3 years | -0.004 |
| 5 years | 0.064 |
| 10 years | 0.054 |