Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | 50 |
| 1 month | -0.030 | 0 | 50 |
| 3 months | -0.096 | 0 | 50 |
| 1 year | 0.048 | 0 | 20 |
| 3 years | 0.098 | 0 | 6 |
| 5 years | 0.119 | 0 | 15 |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.231 | — |
| 2023 | 0.202 | — |
| 2022 | -0.138 | — |
| 2021 | 0.263 | — |
| 2020 | 0.081 | — |
| 2019 | 0.273 | — |
| 2018 | -0.058 | — |
| 2017 | 0.072 | — |
| 2016 | 0.061 | — |
| 2015 | 0.084 | — |
| 2014 | 0.089 | — |
| 2013 | 0.153 | — |
| 2012 | 0.088 | — |
| 2011 | -0.109 | — |
| 2010 | -0.086 | — |
| 2009 | 0.196 | — |
| 2008 | -0.323 | — |
| 2007 | 0.067 | — |
| 2006 | 0.216 | — |
| 2005 | 0.202 | — |
| 2004 | 0.120 | — |
| 2003 | 0.188 | — |
| 2002 | -0.267 | — |
| 2001 | -0.136 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.123 | 0.044 | -0.001 | 0.052 |
| 2023 | 0.081 | 0.063 | -0.014 | 0.061 |
| 2022 | -0.053 | -0.111 | -0.005 | 0.030 |
| 2021 | 0.051 | 0.064 | 0.026 | 0.101 |
| 2020 | -0.131 | 0.143 | 0.023 | 0.063 |
| 2019 | 0.125 | 0.035 | 0.038 | 0.053 |
| 2018 | -0.032 | 0.050 | 0.044 | -0.112 |
| 2017 | 0.057 | -0.020 | 0.016 | 0.018 |
| 2016 | -0.054 | 0.005 | 0.040 | 0.073 |
| 2015 | 0.132 | -0.044 | -0.071 | 0.078 |
| 2014 | 0.009 | 0.041 | 0.026 | 0.011 |
| 2013 | 0.010 | -0.005 | 0.075 | 0.067 |
| 2012 | 0.017 | -0.056 | 0.072 | 0.058 |
| 2011 | 0.047 | -0.005 | -0.176 | 0.038 |
| 2010 | -0.044 | -0.103 | 0.079 | -0.011 |
| 2009 | -0.121 | 0.134 | 0.160 | 0.035 |
| 2008 | -0.122 | -0.064 | -0.058 | -0.126 |
| 2007 | 0.026 | 0.043 | -0.024 | 0.021 |
| 2006 | 0.072 | -0.026 | 0.095 | 0.062 |
| 2005 | 0.033 | 0.056 | 0.080 | 0.019 |
| 2004 | 0.017 | 0.021 | -0.013 | 0.093 |
| 2003 | -0.073 | 0.154 | -0.007 | 0.118 |
| 2002 | -0.005 | -0.115 | -0.212 | 0.057 |
| 2001 | -0.035 | -0.041 | -0.179 | 0.138 |
| 2000 | 0.037 | -0.071 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.098 |
| 5 years | 0.119 |
| 10 years | 0.081 |