Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.128 | 0 | 18 |
| 1 month | -0.035 | 0 | 5 |
| 3 months | -0.171 | 0 | 75 |
| 1 year | 0.034 | 0 | 42 |
| 3 years | 0.074 | 0 | 53 |
| 5 years | 0.139 | 0 | 32 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.336 | — |
| 2023 | 0.178 | — |
| 2022 | -0.114 | — |
| 2021 | 0.384 | — |
| 2020 | 0.086 | — |
| 2019 | 0.262 | — |
| 2018 | -0.029 | — |
| 2017 | 0.043 | — |
| 2016 | 0.097 | — |
| 2015 | 0.100 | — |
| 2014 | 0.272 | — |
| 2013 | 0.257 | — |
| 2012 | 0.118 | — |
| 2011 | 0.010 | — |
| 2010 | 0.184 | — |
| 2009 | 0.277 | — |
| 2008 | -0.361 | — |
| 2007 | -0.068 | — |
| 2006 | 0.021 | — |
| 2005 | 0.182 | — |
| 2004 | 0.006 | — |
| 2003 | 0.021 | — |
| 2002 | -0.452 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | — | — | — |
| 2024 | 0.156 | 0.063 | -0.031 | 0.122 |
| 2023 | 0.008 | 0.081 | 0.026 | 0.054 |
| 2022 | -0.003 | -0.097 | 0.018 | -0.033 |
| 2021 | 0.137 | 0.080 | 0.043 | 0.081 |
| 2020 | -0.165 | 0.165 | 0.059 | 0.054 |
| 2019 | 0.141 | 0.004 | 0.038 | 0.062 |
| 2018 | -0.047 | 0.114 | 0.060 | -0.138 |
| 2017 | 0.043 | -0.044 | -0.010 | 0.056 |
| 2016 | -0.059 | 0.039 | 0.025 | 0.094 |
| 2015 | 0.148 | -0.055 | -0.082 | 0.104 |
| 2014 | 0.014 | 0.066 | 0.093 | 0.076 |
| 2013 | 0.133 | 0 | 0.027 | 0.081 |
| 2012 | 0.096 | 0.008 | 0.053 | -0.038 |
| 2011 | 0.002 | -0.041 | -0.086 | 0.149 |
| 2010 | 0.109 | -0.035 | -0.022 | 0.131 |
| 2009 | -0.028 | 0.103 | 0.103 | 0.080 |
| 2008 | -0.155 | -0.016 | -0.055 | -0.187 |
| 2007 | -0.001 | 0.036 | -0.036 | -0.065 |
| 2006 | 0.015 | -0.062 | 0.066 | 0.006 |
| 2005 | 0.018 | 0.095 | 0.029 | 0.031 |
| 2004 | 0.035 | 0.015 | -0.049 | 0.007 |
| 2003 | -0.072 | 0.069 | 0.008 | 0.020 |
| 2002 | -0.016 | -0.279 | -0.214 | -0.018 |
| 2001 | 0.118 | -0.260 | 0.184 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.060 |
| 5 years | 0.130 |
| 10 years | 0.093 |