Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 14 |
| 1 month | -0.011 | 0 | 47 |
| 3 months | -0.093 | 0 | 16 |
| 1 year | -0.050 | 0 | 77 |
| 3 years | 0.000 | 0 | 83 |
| 5 years | 0.080 | 0 | 73 |
| 10 years | 0.111 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.022 | — |
| 2023 | 0.150 | — |
| 2022 | -0.245 | — |
| 2021 | 0.230 | — |
| 2020 | 0.340 | — |
| 2019 | 0.322 | — |
| 2018 | -0.080 | — |
| 2017 | 0.325 | — |
| 2016 | 0.193 | — |
| 2015 | 0.203 | — |
| 2014 | 0.042 | — |
| 2013 | 0.430 | — |
| 2012 | 0.188 | — |
| 2011 | -0.141 | — |
| 2010 | 0.255 | — |
| 2009 | 0.401 | — |
| 2008 | -0.321 | — |
| 2007 | 0.162 | — |
| 2006 | 0.104 | — |
| 2005 | 0.200 | — |
| 2004 | -0.026 | — |
| 2003 | 0.699 | — |
| 2002 | -0.482 | — |
| 2001 | -0.383 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.028 | 0.011 | -0.037 | -0.023 |
| 2023 | 0.140 | -0.022 | -0.061 | 0.098 |
| 2022 | -0.128 | -0.177 | -0.005 | 0.057 |
| 2021 | 0.031 | 0.084 | 0.049 | 0.049 |
| 2020 | -0.172 | 0.297 | 0.090 | 0.145 |
| 2019 | 0.093 | 0.125 | 0.016 | 0.058 |
| 2018 | -0.034 | 0.106 | 0.023 | -0.159 |
| 2017 | 0.126 | 0.065 | 0.082 | 0.021 |
| 2016 | -0.001 | 0.007 | 0.181 | 0.005 |
| 2015 | 0.096 | -0.031 | 0.007 | 0.125 |
| 2014 | 0.021 | -0.035 | 0.005 | 0.053 |
| 2013 | 0.121 | 0.012 | 0.157 | 0.089 |
| 2012 | 0.162 | -0.101 | 0.050 | 0.083 |
| 2011 | 0.081 | 0.006 | -0.216 | 0.008 |
| 2010 | 0.150 | -0.122 | 0.124 | 0.106 |
| 2009 | -0.042 | 0.139 | 0.294 | -0.008 |
| 2008 | -0.142 | -0.021 | -0.090 | -0.112 |
| 2007 | 0.045 | 0.112 | 0.012 | -0.012 |
| 2006 | 0.120 | -0.104 | 0.017 | 0.082 |
| 2005 | 0 | 0.025 | 0.092 | 0.072 |
| 2004 | 0.055 | -0.037 | -0.088 | 0.052 |
| 2003 | -0.063 | 0.242 | 0.259 | 0.160 |
| 2002 | -0.056 | -0.202 | -0.350 | 0.059 |
| 2001 | -0.228 | -0.094 | -0.279 | 0.224 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.102 |
| 3 years | -0.019 |
| 5 years | 0.068 |
| 10 years | 0.105 |