Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | 46 |
| 1 month | -0.037 | 0 | 42 |
| 3 months | -0.117 | 0 | 43 |
| 1 year | 0.036 | 0 | 38 |
| 3 years | 0.067 | 0 | 35 |
| 5 years | 0.112 | 0 | 36 |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.230 | — |
| 2023 | 0.178 | — |
| 2022 | -0.151 | — |
| 2021 | 0.280 | — |
| 2020 | 0.121 | — |
| 2019 | 0.294 | — |
| 2018 | -0.055 | — |
| 2017 | 0.089 | — |
| 2016 | 0.102 | — |
| 2015 | 0.080 | — |
| 2014 | 0.189 | — |
| 2013 | 0.175 | — |
| 2012 | 0.126 | — |
| 2011 | -0.056 | — |
| 2010 | 0.135 | — |
| 2009 | 0.345 | — |
| 2008 | -0.418 | — |
| 2007 | -0.002 | — |
| 2006 | 0.101 | — |
| 2005 | 0.269 | — |
| 2004 | 0.027 | — |
| 2003 | 0.121 | — |
| 2002 | -0.345 | — |
| 2001 | -0.115 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | — | — | — |
| 2024 | 0.107 | 0.031 | 0.023 | 0.053 |
| 2023 | 0.051 | 0.055 | -0.006 | 0.070 |
| 2022 | -0.051 | -0.107 | -0.016 | 0.019 |
| 2021 | 0.093 | 0.061 | 0.012 | 0.090 |
| 2020 | -0.156 | 0.158 | 0.052 | 0.091 |
| 2019 | 0.142 | 0.024 | 0.044 | 0.060 |
| 2018 | -0.045 | 0.074 | 0.043 | -0.117 |
| 2017 | 0.054 | -0.021 | 0.012 | 0.044 |
| 2016 | -0.050 | 0.028 | 0.048 | 0.077 |
| 2015 | 0.155 | -0.044 | -0.099 | 0.085 |
| 2014 | 0.013 | 0.057 | 0.058 | 0.049 |
| 2013 | 0.102 | -0.021 | 0.036 | 0.052 |
| 2012 | 0.074 | -0.027 | 0.062 | 0.016 |
| 2011 | -0.018 | -0.008 | -0.121 | 0.102 |
| 2010 | 0.070 | -0.049 | 0.026 | 0.086 |
| 2009 | -0.066 | 0.185 | 0.135 | 0.071 |
| 2008 | -0.160 | -0.023 | -0.073 | -0.234 |
| 2007 | 0.010 | 0.062 | -0.020 | -0.051 |
| 2006 | 0.041 | -0.050 | 0.063 | 0.047 |
| 2005 | 0.045 | 0.081 | 0.062 | 0.058 |
| 2004 | 0.038 | 0.004 | -0.025 | 0.012 |
| 2003 | -0.064 | 0.099 | 0.022 | 0.067 |
| 2002 | 0.006 | -0.209 | -0.192 | 0.019 |
| 2001 | -0.082 | 0.048 | -0.208 | 0.161 |
| 2000 | -0.018 | -0.095 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.067 |
| 5 years | 0.112 |
| 10 years | 0.084 |