Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 64 |
| 1 month | -0.005 | 0 | 44 |
| 3 months | -0.023 | 0 | 59 |
| 1 year | 0.058 | 0 | 42 |
| 3 years | 0.062 | 0 | 58 |
| 5 years | 0.115 | 0 | 33 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.145 | — |
| 2022 | -0.121 | — |
| 2021 | 0.252 | — |
| 2020 | -0.034 | — |
| 2019 | 0.235 | — |
| 2018 | -0.136 | — |
| 2017 | 0.095 | — |
| 2016 | 0.007 | — |
| 2015 | 0.101 | — |
| 2014 | 0.040 | — |
| 2013 | 0.256 | — |
| 2012 | 0.209 | — |
| 2011 | -0.112 | — |
| 2010 | 0.124 | — |
| 2009 | 0.338 | — |
| 2008 | -0.479 | — |
| 2007 | 0.000 | — |
| 2006 | 0.178 | — |
| 2005 | 0.264 | — |
| 2004 | 0.104 | — |
| 2003 | 0.118 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.059 | 0.012 | 0.024 | -0.024 |
| 2023 | 0.083 | 0.026 | -0.023 | 0.055 |
| 2022 | -0.063 | -0.097 | -0.052 | 0.096 |
| 2021 | 0.102 | 0.058 | 0.009 | 0.065 |
| 2020 | -0.266 | 0.125 | 0.013 | 0.155 |
| 2019 | 0.113 | 0.026 | 0.007 | 0.074 |
| 2018 | -0.038 | 0.042 | 0.007 | -0.144 |
| 2017 | 0.056 | -0.001 | 0.030 | 0.008 |
| 2016 | -0.074 | -0.026 | 0.049 | 0.064 |
| 2015 | 0.170 | -0.017 | -0.087 | 0.049 |
| 2014 | 0.027 | 0.020 | -0.003 | -0.004 |
| 2013 | 0.061 | 0.003 | 0.099 | 0.074 |
| 2012 | 0.095 | -0.030 | 0.086 | 0.049 |
| 2011 | 0.010 | -0.002 | -0.182 | 0.077 |
| 2010 | 0.046 | -0.065 | 0.072 | 0.071 |
| 2009 | -0.106 | 0.194 | 0.210 | 0.036 |
| 2008 | -0.163 | -0.043 | -0.139 | -0.245 |
| 2007 | 0.024 | 0.063 | -0.047 | -0.036 |
| 2006 | 0.092 | -0.037 | 0.056 | 0.060 |
| 2005 | 0.050 | 0.056 | 0.089 | 0.047 |
| 2004 | 0.036 | 0.017 | -0.005 | 0.053 |
| 2003 | -0.126 | 0.145 | 0.010 | 0.107 |
| 2002 | -0.241 | 0.037 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.037 |
| 5 years | 0.099 |
| 10 years | 0.033 |