Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 90 |
| 1 month | 0.007 | 0 | 68 |
| 3 months | -0.050 | 0 | 72 |
| 1 year | 0.098 | 0 | 42 |
| 3 years | 0.086 | 0 | 47 |
| 5 years | 0.122 | 0 | 35 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.214 | — |
| 2022 | -0.183 | — |
| 2021 | 0.217 | — |
| 2020 | 0.094 | — |
| 2019 | 0.237 | — |
| 2018 | -0.119 | — |
| 2017 | 0.224 | — |
| 2016 | 0.058 | — |
| 2015 | -0.030 | — |
| 2014 | 0.059 | — |
| 2013 | 0.296 | — |
| 2012 | 0.136 | — |
| 2011 | -0.063 | — |
| 2010 | 0.099 | — |
| 2009 | 0.204 | — |
| 2008 | -0.432 | — |
| 2007 | 0.077 | — |
| 2006 | 0.181 | — |
| 2005 | 0.107 | — |
| 2004 | 0.160 | — |
| 2003 | 0.309 | — |
| 2002 | -0.170 | — |
| 2001 | -0.143 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.091 | 0.019 | 0.050 | 0.007 |
| 2023 | 0.072 | 0.065 | -0.029 | 0.095 |
| 2022 | -0.058 | -0.159 | -0.061 | 0.098 |
| 2021 | 0.071 | 0.061 | -0.008 | 0.079 |
| 2020 | -0.235 | 0.189 | 0.058 | 0.137 |
| 2019 | 0.133 | 0.023 | -0.002 | 0.070 |
| 2018 | -0.017 | 0.013 | 0.051 | -0.158 |
| 2017 | 0.063 | 0.032 | 0.058 | 0.055 |
| 2016 | -0.009 | 0.009 | 0.042 | 0.016 |
| 2015 | 0.009 | -0.002 | -0.086 | 0.054 |
| 2014 | 0.023 | 0.047 | -0.027 | 0.016 |
| 2013 | 0.095 | 0.012 | 0.085 | 0.078 |
| 2012 | 0.125 | -0.057 | 0.061 | 0.010 |
| 2011 | 0.063 | 0.008 | -0.186 | 0.076 |
| 2010 | 0.034 | -0.130 | 0.130 | 0.080 |
| 2009 | -0.130 | 0.157 | 0.160 | 0.032 |
| 2008 | -0.102 | 0.022 | -0.202 | -0.226 |
| 2007 | 0.027 | 0.061 | 0.016 | -0.026 |
| 2006 | 0.065 | -0.012 | 0.029 | 0.091 |
| 2005 | 0.002 | 0.002 | 0.074 | 0.027 |
| 2004 | 0.041 | -0.007 | 0.001 | 0.121 |
| 2003 | -0.033 | 0.156 | 0.033 | 0.133 |
| 2002 | 0.028 | -0.049 | -0.180 | 0.035 |
| 2001 | -0.105 | 0.027 | -0.106 | 0.043 |
| 2000 | -0.040 | -0.037 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.069 |
| 5 years | 0.111 |
| 10 years | 0.067 |