Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 25 |
| 1 month | -0.067 | 0 | 40 |
| 3 months | -0.002 | 0 | 25 |
| 1 year | -0.022 | 0 | 32 |
| 3 years | 0.029 | 0 | 18 |
| 5 years | 0.088 | 0 | 26 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | -0.013 | — |
| 2022 | 0.006 | — |
| 2021 | 0.235 | — |
| 2020 | 0.042 | — |
| 2019 | 0.267 | — |
| 2018 | 0.101 | — |
| 2017 | 0.071 | — |
| 2016 | -0.051 | — |
| 2015 | 0.165 | — |
| 2014 | 0.413 | — |
| 2013 | 0.373 | — |
| 2012 | 0.148 | — |
| 2011 | 0.089 | — |
| 2010 | 0.090 | — |
| 2009 | 0.199 | — |
| 2008 | -0.204 | — |
| 2007 | 0.076 | — |
| 2006 | -0.097 | — |
| 2005 | 0.250 | — |
| 2004 | 0.027 | — |
| 2003 | 0.026 | — |
| 2002 | -0.390 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.111 | 0.029 | -0.020 | -0.029 |
| 2023 | -0.037 | 0.024 | 0.003 | -0.002 |
| 2022 | -0.011 | -0.010 | 0.010 | 0.017 |
| 2021 | 0.049 | 0.072 | 0.015 | 0.082 |
| 2020 | -0.091 | 0.114 | 0.013 | 0.016 |
| 2019 | 0.102 | 0.004 | 0.048 | 0.093 |
| 2018 | -0.045 | 0.121 | 0.118 | -0.080 |
| 2017 | 0.081 | 0.007 | -0.023 | 0.007 |
| 2016 | -0.136 | 0.086 | 0.003 | 0.009 |
| 2015 | 0.220 | -0.026 | -0.114 | 0.106 |
| 2014 | 0.054 | 0.061 | 0.130 | 0.118 |
| 2013 | 0.208 | 0.005 | 0.072 | 0.055 |
| 2012 | 0.076 | 0.042 | 0.053 | -0.027 |
| 2011 | 0.038 | 0.033 | -0.077 | 0.100 |
| 2010 | 0.110 | -0.048 | -0.010 | 0.042 |
| 2009 | -0.007 | 0.057 | 0.034 | 0.105 |
| 2008 | -0.238 | 0.068 | 0.072 | -0.087 |
| 2007 | 0.034 | 0.033 | 0.015 | -0.007 |
| 2006 | 0.021 | -0.129 | 0.024 | -0.009 |
| 2005 | -0.035 | 0.162 | 0.065 | 0.047 |
| 2004 | 0.067 | -0.014 | -0.038 | 0.015 |
| 2003 | -0.007 | 0.091 | -0.044 | -0.010 |
| 2002 | -0.064 | -0.238 | -0.108 | -0.041 |
| 2001 | -0.189 | 0.207 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.029 |
| 5 years | 0.088 |
| 10 years | 0.065 |