Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | 59 |
| 1 month | -0.019 | 0 | 33 |
| 3 months | -0.080 | 0 | 51 |
| 1 year | 0.041 | 0 | 22 |
| 3 years | 0.025 | 0 | 64 |
| 5 years | 0.054 | 0 | 69 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.069 | — |
| 2022 | -0.138 | — |
| 2021 | 0.116 | — |
| 2020 | 0.060 | — |
| 2019 | 0.200 | — |
| 2018 | -0.083 | — |
| 2017 | 0.058 | — |
| 2016 | 0.032 | — |
| 2015 | 0.053 | — |
| 2014 | 0.138 | — |
| 2013 | 0.141 | — |
| 2012 | 0.170 | — |
| 2011 | 0.068 | — |
| 2010 | 0.132 | — |
| 2009 | 0.276 | — |
| 2008 | -0.406 | — |
| 2007 | 0.067 | — |
| 2006 | 0.123 | — |
| 2005 | 0.293 | — |
| 2004 | 0.017 | — |
| 2003 | 0.128 | — |
| 2002 | -0.295 | — |
| 2001 | -0.202 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.049 | 0.033 | 0.024 | 0.037 |
| 2023 | 0.017 | 0.014 | -0.019 | 0.056 |
| 2022 | -0.060 | -0.093 | -0.032 | 0.044 |
| 2021 | 0.030 | 0.040 | -0.005 | 0.048 |
| 2020 | -0.169 | 0.132 | 0.022 | 0.103 |
| 2019 | 0.104 | 0.003 | 0.031 | 0.051 |
| 2018 | -0.042 | 0.045 | 0.015 | -0.098 |
| 2017 | 0.023 | -0.020 | 0.019 | 0.036 |
| 2016 | -0.060 | -0.008 | 0.030 | 0.074 |
| 2015 | 0.104 | -0.045 | -0.076 | 0.082 |
| 2014 | 0.006 | 0.042 | 0.043 | 0.041 |
| 2013 | 0.091 | -0.026 | 0.019 | 0.054 |
| 2012 | 0.091 | 0.020 | 0.083 | -0.029 |
| 2011 | 0.032 | -0.026 | -0.042 | 0.110 |
| 2010 | 0.021 | -0.034 | 0.006 | 0.141 |
| 2009 | -0.063 | 0.148 | 0.150 | 0.032 |
| 2008 | -0.176 | -0.010 | -0.123 | -0.170 |
| 2007 | 0.000 | 0.070 | 0.026 | -0.028 |
| 2006 | 0.073 | -0.052 | 0.053 | 0.048 |
| 2005 | 0.054 | 0.087 | 0.094 | 0.032 |
| 2004 | 0.063 | -0.012 | -0.028 | -0.004 |
| 2003 | -0.067 | 0.149 | 0.015 | 0.036 |
| 2002 | -0.002 | -0.176 | -0.163 | 0.024 |
| 2001 | -0.146 | 0.050 | -0.239 | 0.169 |
| 2000 | -0.063 | 0.034 | -0.159 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.008 |
| 5 years | 0.043 |
| 10 years | 0.026 |