Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.116 | 0 | 86 |
| 1 month | -0.033 | 0 | 69 |
| 3 months | -0.133 | 0 | 81 |
| 1 year | -0.126 | 0 | 93 |
| 3 years | -0.035 | 0 | 81 |
| 5 years | 0.043 | 0 | — |
| 10 years | -0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.033 | — |
| 2023 | 0.018 | — |
| 2022 | -0.151 | — |
| 2021 | 0.104 | — |
| 2020 | 0.045 | — |
| 2019 | 0.148 | — |
| 2018 | -0.177 | — |
| 2017 | 0.055 | — |
| 2016 | 0.217 | — |
| 2015 | -0.162 | — |
| 2014 | 0.079 | — |
| 2013 | -0.085 | — |
| 2012 | -0.096 | — |
| 2011 | -0.211 | — |
| 2010 | 0.420 | — |
| 2009 | 0.703 | — |
| 2008 | -0.545 | — |
| 2007 | 0.327 | — |
| 2006 | 0.266 | — |
| 2005 | 0.528 | — |
| 2004 | 0.024 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | 0.048 | 0.050 | -0.038 | -0.024 |
| 2023 | 0.050 | 0.020 | -0.089 | 0.043 |
| 2022 | -0.084 | -0.096 | 0.005 | 0.020 |
| 2021 | 0.025 | 0.046 | -0.003 | 0.033 |
| 2020 | -0.367 | 0.278 | 0.108 | 0.167 |
| 2019 | 0.148 | -0.032 | -0.020 | 0.054 |
| 2018 | -0.050 | 0.139 | -0.033 | -0.213 |
| 2017 | 0.022 | -0.097 | 0.072 | 0.067 |
| 2016 | 0.016 | 0.072 | 0.017 | 0.099 |
| 2015 | 0.077 | -0.054 | -0.182 | 0.006 |
| 2014 | 0.019 | 0.096 | 0.007 | -0.041 |
| 2013 | -0.029 | -0.106 | 0.040 | 0.013 |
| 2012 | 0.004 | -0.130 | 0.073 | -0.036 |
| 2011 | -0.026 | -0.113 | -0.184 | 0.119 |
| 2010 | 0.118 | -0.087 | 0.131 | 0.230 |
| 2009 | 0.074 | 0.196 | 0.170 | 0.133 |
| 2008 | -0.088 | 0.172 | -0.356 | -0.339 |
| 2007 | 0.043 | 0.139 | 0.106 | 0.009 |
| 2006 | 0.157 | 0.025 | -0.088 | 0.171 |
| 2005 | 0.115 | 0.061 | 0.216 | 0.062 |
| 2004 | 0.035 | -0.128 | 0.118 | 0.014 |
| 2003 | 0.059 | 0.127 | 0.190 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.161 |
| 3 years | -0.048 |
| 5 years | 0.034 |
| 10 years | -0.019 |