Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.132 | 0 | 50 |
| 1 month | -0.027 | 0 | 43 |
| 3 months | -0.159 | 0 | 43 |
| 1 year | -0.033 | 0 | 40 |
| 3 years | 0.087 | 0 | 37 |
| 5 years | 0.117 | 0 | 37 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.265 | — |
| 2023 | 0.178 | — |
| 2022 | -0.080 | — |
| 2021 | 0.304 | — |
| 2020 | 0.035 | — |
| 2019 | 0.324 | — |
| 2018 | -0.013 | — |
| 2017 | 0.118 | — |
| 2016 | 0.148 | — |
| 2015 | 0.053 | — |
| 2014 | 0.263 | — |
| 2013 | 0.212 | — |
| 2012 | 0.089 | — |
| 2011 | -0.065 | — |
| 2010 | -0.007 | — |
| 2009 | 0.261 | — |
| 2008 | -0.326 | — |
| 2007 | 0.046 | — |
| 2006 | 0.059 | — |
| 2005 | 0.318 | — |
| 2004 | 0.022 | — |
| 2003 | 0.113 | — |
| 2002 | -0.359 | — |
| 2001 | -0.066 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.107 | — | — | — |
| 2024 | 0.148 | 0.012 | 0.020 | 0.067 |
| 2023 | 0.064 | 0.103 | -0.031 | 0.035 |
| 2022 | -0.041 | -0.077 | -0.002 | 0.042 |
| 2021 | 0.113 | 0.051 | 0.012 | 0.102 |
| 2020 | -0.148 | 0.103 | 0.059 | 0.039 |
| 2019 | 0.158 | 0.039 | 0.059 | 0.039 |
| 2018 | 0.001 | 0.089 | 0.032 | -0.122 |
| 2017 | 0.050 | -0.014 | 0.015 | 0.063 |
| 2016 | -0.046 | 0.048 | 0.072 | 0.072 |
| 2015 | 0.134 | -0.046 | -0.087 | 0.066 |
| 2014 | 0.020 | 0.083 | 0.052 | 0.087 |
| 2013 | 0.068 | 0.029 | 0.027 | 0.074 |
| 2012 | 0.066 | -0.036 | 0.022 | 0.036 |
| 2011 | -0.021 | 0.013 | -0.114 | 0.064 |
| 2010 | 0.015 | -0.069 | -0.011 | 0.062 |
| 2009 | -0.064 | 0.173 | 0.068 | 0.075 |
| 2008 | -0.165 | -0.015 | -0.042 | -0.144 |
| 2007 | 0.045 | 0.053 | -0.026 | -0.025 |
| 2006 | 0.046 | -0.072 | 0.072 | 0.018 |
| 2005 | 0.059 | 0.116 | 0.047 | 0.065 |
| 2004 | 0.060 | -0.007 | -0.038 | 0.011 |
| 2003 | -0.053 | 0.092 | 0.001 | 0.075 |
| 2002 | -0.027 | -0.206 | -0.184 | 0.016 |
| 2001 | -0.054 | 0.059 | -0.165 | 0.116 |
| 2000 | -0.007 | -0.057 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | 0.087 |
| 5 years | 0.117 |
| 10 years | 0.097 |