Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 90 |
| 1 month | -0.020 | 0 | 87 |
| 3 months | -0.067 | 0 | 83 |
| 1 year | -0.023 | 0 | 83 |
| 3 years | -0.014 | 0 | 92 |
| 5 years | 0.060 | 0 | 77 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.124 | — |
| 2023 | 0.018 | — |
| 2022 | -0.154 | — |
| 2021 | 0.286 | — |
| 2020 | -0.021 | — |
| 2019 | 0.204 | — |
| 2018 | -0.210 | — |
| 2017 | 0.176 | — |
| 2016 | -0.012 | — |
| 2015 | 0.208 | — |
| 2014 | 0.111 | — |
| 2013 | 0.218 | — |
| 2012 | 0.137 | — |
| 2011 | -0.204 | — |
| 2010 | 0.209 | — |
| 2009 | 0.324 | — |
| 2008 | -0.457 | — |
| 2007 | -0.025 | — |
| 2006 | 0.105 | — |
| 2005 | 0.225 | — |
| 2004 | 0.150 | — |
| 2003 | 0.128 | — |
| 2002 | -0.335 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.105 | 0.080 | -0.006 | -0.053 |
| 2023 | 0.001 | -0.028 | -0.025 | 0.073 |
| 2022 | -0.045 | -0.059 | -0.054 | -0.005 |
| 2021 | 0.102 | 0.076 | 0.022 | 0.062 |
| 2020 | -0.176 | 0.075 | 0.038 | 0.064 |
| 2019 | 0.109 | 0.053 | -0.022 | 0.055 |
| 2018 | -0.017 | 0.002 | -0.048 | -0.158 |
| 2017 | 0.060 | 0.061 | 0.014 | 0.031 |
| 2016 | -0.089 | -0.018 | 0.074 | 0.029 |
| 2015 | 0.200 | -0.015 | -0.037 | 0.062 |
| 2014 | 0.032 | 0.034 | -0.010 | 0.052 |
| 2013 | 0.099 | -0.006 | 0.056 | 0.055 |
| 2012 | 0.065 | -0.056 | 0.065 | 0.062 |
| 2011 | -0.031 | -0.008 | -0.216 | 0.056 |
| 2010 | 0.050 | -0.019 | 0.083 | 0.083 |
| 2009 | -0.065 | 0.169 | 0.130 | 0.073 |
| 2008 | -0.154 | -0.037 | -0.211 | -0.156 |
| 2007 | 0.018 | 0.086 | -0.036 | -0.085 |
| 2006 | 0.090 | -0.107 | 0.048 | 0.083 |
| 2005 | 0.077 | 0.013 | 0.088 | 0.032 |
| 2004 | 0.090 | 0.012 | 0.005 | 0.038 |
| 2003 | -0.094 | 0.133 | 0.037 | 0.059 |
| 2002 | 0.012 | -0.241 | -0.118 | -0.018 |
| 2001 | -0.038 | -0.333 | 0.177 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.081 |
| 3 years | -0.034 |
| 5 years | 0.047 |
| 10 years | 0.019 |