Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.095 | 0 | 88 |
| 1 month | -0.077 | 0 | 99 |
| 3 months | -0.136 | 0 | 92 |
| 1 year | -0.040 | 0 | 64 |
| 3 years | 0.081 | 0 | 43 |
| 5 years | 0.171 | 0 | 9 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.171 | — |
| 2023 | 0.180 | — |
| 2022 | 0.067 | — |
| 2021 | 0.290 | — |
| 2020 | 0.017 | — |
| 2019 | 0.230 | — |
| 2018 | -0.068 | — |
| 2017 | -0.019 | — |
| 2016 | 0.267 | — |
| 2015 | 0.001 | — |
| 2014 | 0.034 | — |
| 2013 | 0.144 | — |
| 2012 | 0.064 | — |
| 2011 | -0.151 | — |
| 2010 | 0.298 | — |
| 2009 | 0.514 | — |
| 2008 | -0.445 | — |
| 2007 | 0.174 | — |
| 2006 | 0.142 | — |
| 2005 | 0.492 | — |
| 2004 | 0.095 | — |
| 2003 | 0.121 | — |
| 2002 | -0.206 | — |
| 2001 | -0.011 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.116 | -0.009 | 0.028 | 0.030 |
| 2023 | 0.056 | 0.043 | 0.042 | 0.029 |
| 2022 | 0.065 | -0.080 | 0.020 | 0.067 |
| 2021 | 0.133 | 0.039 | 0.006 | 0.089 |
| 2020 | -0.282 | 0.160 | 0.061 | 0.152 |
| 2019 | 0.169 | 0.003 | 0.005 | 0.043 |
| 2018 | -0.047 | 0.104 | 0.055 | -0.161 |
| 2017 | 0.010 | -0.067 | 0.011 | 0.030 |
| 2016 | -0.001 | 0.057 | 0.051 | 0.142 |
| 2015 | 0.128 | -0.054 | -0.132 | 0.081 |
| 2014 | 0.005 | 0.051 | 0.011 | -0.031 |
| 2013 | 0.084 | -0.038 | 0.049 | 0.045 |
| 2012 | 0.069 | -0.078 | 0.089 | -0.009 |
| 2011 | 0.008 | -0.056 | -0.205 | 0.124 |
| 2010 | 0.096 | -0.036 | 0.036 | 0.186 |
| 2009 | 0.004 | 0.182 | 0.167 | 0.093 |
| 2008 | -0.146 | 0.085 | -0.231 | -0.221 |
| 2007 | 0.009 | 0.123 | 0.027 | 0.009 |
| 2006 | 0.106 | -0.035 | -0.013 | 0.085 |
| 2005 | 0.105 | 0.104 | 0.186 | 0.031 |
| 2004 | 0.046 | 0.024 | 0.023 | 0.001 |
| 2003 | -0.088 | 0.086 | 0.049 | 0.079 |
| 2002 | 0.093 | -0.119 | -0.177 | 0.001 |
| 2001 | 0.012 | 0.110 | -0.228 | 0.140 |
| 2000 | -0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.040 |
| 3 years | 0.081 |
| 5 years | 0.171 |
| 10 years | 0.083 |