Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | — |
| 1 month | -0.014 | 0 | — |
| 3 months | -0.045 | 0 | — |
| 1 year | 0.031 | 0 | — |
| 3 years | 0.061 | 0 | — |
| 5 years | 0.095 | 0 | — |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.130 | — |
| 2022 | -0.114 | — |
| 2021 | 0.220 | — |
| 2020 | -0.012 | — |
| 2019 | 0.244 | — |
| 2018 | -0.120 | — |
| 2017 | 0.068 | — |
| 2016 | 0.012 | — |
| 2015 | 0.071 | — |
| 2014 | 0.062 | — |
| 2013 | 0.174 | — |
| 2012 | 0.141 | — |
| 2011 | -0.120 | — |
| 2010 | 0.129 | — |
| 2009 | 0.269 | — |
| 2008 | -0.463 | — |
| 2007 | -0.036 | — |
| 2006 | 0.111 | — |
| 2005 | 0.226 | — |
| 2004 | 0.083 | — |
| 2003 | 0.101 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.079 | 0.021 | -0.002 | 0.007 |
| 2023 | 0.039 | 0.035 | 0.003 | 0.048 |
| 2022 | -0.048 | -0.084 | -0.038 | 0.056 |
| 2021 | 0.069 | 0.061 | 0.028 | 0.047 |
| 2020 | -0.204 | 0.128 | 0.020 | 0.079 |
| 2019 | 0.112 | 0.032 | 0.025 | 0.057 |
| 2018 | -0.059 | 0.052 | 0.014 | -0.124 |
| 2017 | 0.026 | 0.031 | -0.017 | 0.027 |
| 2016 | -0.072 | -0.048 | 0.075 | 0.065 |
| 2015 | 0.149 | -0.023 | -0.105 | 0.066 |
| 2014 | -0.015 | 0.061 | -0.002 | 0.018 |
| 2013 | 0.064 | -0.035 | 0.099 | 0.041 |
| 2012 | 0.099 | -0.059 | 0.093 | 0.010 |
| 2011 | -0.031 | -0.035 | -0.124 | 0.074 |
| 2010 | 0.055 | -0.036 | 0.026 | 0.081 |
| 2009 | -0.116 | 0.204 | 0.163 | 0.026 |
| 2008 | -0.182 | 0.010 | -0.090 | -0.285 |
| 2007 | 0.024 | 0.040 | -0.052 | -0.045 |
| 2006 | 0.067 | -0.078 | 0.052 | 0.073 |
| 2005 | 0.029 | 0.061 | 0.061 | 0.059 |
| 2004 | 0.036 | 0.033 | -0.029 | 0.043 |
| 2003 | -0.029 | 0.068 | 0.013 | 0.048 |
| 2002 | -0.184 | -0.186 | -0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.061 |
| 5 years | 0.095 |
| 10 years | 0.037 |