Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.088 | 0 | 97 |
| 1 month | 0.006 | 0 | 12 |
| 3 months | -0.092 | 0 | 98 |
| 1 year | -0.022 | 0 | 96 |
| 3 years | 0.047 | 0 | 89 |
| 5 years | 0.058 | 0 | 85 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.177 | — |
| 2022 | -0.160 | — |
| 2021 | 0.028 | — |
| 2020 | 0.128 | — |
| 2019 | 0.233 | — |
| 2018 | -0.054 | — |
| 2017 | 0.085 | — |
| 2016 | 0.085 | — |
| 2015 | 0.223 | — |
| 2014 | 0.063 | — |
| 2013 | 0.245 | — |
| 2012 | 0.095 | — |
| 2011 | -0.108 | — |
| 2010 | 0.191 | — |
| 2009 | 0.143 | — |
| 2008 | -0.250 | — |
| 2007 | -0.163 | — |
| 2006 | -0.053 | — |
| 2005 | 0.409 | — |
| 2004 | 0.011 | — |
| 2003 | 0.147 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.093 | — | — | — |
| 2024 | 0.152 | -0.063 | 0.036 | 0.029 |
| 2023 | 0.061 | 0.089 | -0.038 | 0.059 |
| 2022 | -0.070 | -0.099 | 0.003 | -0.001 |
| 2021 | 0.047 | -0.030 | 0.039 | -0.026 |
| 2020 | -0.175 | 0.159 | 0.020 | 0.157 |
| 2019 | 0.083 | 0.017 | 0.064 | 0.053 |
| 2018 | -0.041 | 0.082 | 0.048 | -0.131 |
| 2017 | 0.015 | -0.017 | -0.012 | 0.102 |
| 2016 | -0.091 | 0.039 | 0.058 | 0.085 |
| 2015 | 0.245 | 0.000 | -0.123 | 0.119 |
| 2014 | -0.067 | 0.049 | 0.066 | 0.019 |
| 2013 | 0.121 | 0.046 | 0.021 | 0.041 |
| 2012 | 0.098 | -0.008 | -0.028 | 0.034 |
| 2011 | -0.121 | 0.013 | -0.015 | 0.017 |
| 2010 | 0.115 | -0.020 | -0.055 | 0.153 |
| 2009 | -0.103 | 0.177 | 0.050 | 0.031 |
| 2008 | -0.139 | 0.011 | -0.070 | -0.074 |
| 2007 | 0.001 | -0.011 | -0.058 | -0.103 |
| 2006 | 0.036 | -0.114 | 0.013 | 0.018 |
| 2005 | 0.038 | 0.026 | 0.142 | 0.158 |
| 2004 | 0.149 | -0.020 | -0.122 | 0.023 |
| 2003 | -0.103 | 0.069 | 0.192 | 0.003 |
| 2002 | -0.129 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.051 |
| 3 years | 0.036 |
| 5 years | 0.052 |
| 10 years | 0.047 |