Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | 55 |
| 1 month | -0.044 | 0 | 75 |
| 3 months | -0.060 | 0 | 36 |
| 1 year | -0.004 | 0 | 70 |
| 3 years | 0.025 | 0 | 25 |
| 5 years | 0.060 | 0 | 30 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.191 | — |
| 2023 | 0.085 | — |
| 2022 | -0.166 | — |
| 2021 | 0.067 | — |
| 2020 | 0.068 | — |
| 2019 | 0.190 | — |
| 2018 | -0.142 | — |
| 2017 | 0.194 | — |
| 2016 | 0.087 | — |
| 2015 | -0.068 | — |
| 2014 | 0.131 | — |
| 2013 | -0.057 | — |
| 2012 | 0.156 | — |
| 2011 | -0.166 | — |
| 2010 | 0.263 | — |
| 2009 | 0.582 | — |
| 2008 | -0.564 | — |
| 2007 | 0.192 | — |
| 2006 | 0.162 | — |
| 2005 | 0.475 | — |
| 2004 | 0.154 | — |
| 2003 | 0.263 | — |
| 2002 | -0.194 | — |
| 2001 | 0.040 | — |
| 2000 | -0.259 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.097 | 0.075 | 0.001 | 0.008 |
| 2023 | 0.023 | 0.020 | 0.018 | 0.021 |
| 2022 | -0.036 | -0.087 | -0.064 | 0.013 |
| 2021 | 0.110 | 0.031 | -0.040 | -0.028 |
| 2020 | -0.216 | 0.148 | 0.058 | 0.122 |
| 2019 | 0.115 | -0.013 | -0.014 | 0.097 |
| 2018 | 0.000 | -0.036 | -0.010 | -0.100 |
| 2017 | 0.106 | -0.009 | 0.035 | 0.054 |
| 2016 | 0.001 | 0.032 | 0.043 | 0.010 |
| 2015 | 0.164 | -0.045 | -0.153 | -0.010 |
| 2014 | -0.010 | 0.078 | 0.045 | 0.014 |
| 2013 | 0.037 | -0.096 | 0.010 | -0.004 |
| 2012 | 0.100 | -0.044 | 0.058 | 0.040 |
| 2011 | -0.032 | -0.020 | -0.167 | 0.055 |
| 2010 | 0.067 | 0.002 | 0.072 | 0.102 |
| 2009 | 0.041 | 0.215 | 0.138 | 0.098 |
| 2008 | -0.185 | 0.009 | -0.222 | -0.319 |
| 2007 | 0.003 | 0.106 | 0.067 | 0.007 |
| 2006 | 0.081 | -0.101 | 0.057 | 0.130 |
| 2005 | 0.042 | 0.119 | 0.171 | 0.081 |
| 2004 | 0.120 | -0.085 | 0.054 | 0.070 |
| 2003 | -0.106 | 0.164 | 0.134 | 0.070 |
| 2002 | 0.119 | -0.173 | -0.158 | 0.034 |
| 2001 | -0.016 | 0.101 | -0.264 | 0.307 |
| 2000 | 0.122 | -0.113 | -0.083 | -0.188 |
| 1999 | 0.383 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.018 |
| 5 years | 0.056 |
| 10 years | 0.017 |