Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 15 |
| 1 month | -0.029 | 0 | 27 |
| 3 months | -0.115 | 0 | 15 |
| 1 year | -0.073 | 0 | 48 |
| 3 years | -0.004 | 0 | 56 |
| 5 years | -0.014 | 0 | 58 |
| 10 years | -0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.006 | — |
| 2023 | 0.010 | — |
| 2022 | -0.061 | — |
| 2021 | 0.095 | — |
| 2020 | 0.024 | — |
| 2019 | 0.170 | — |
| 2018 | -0.054 | — |
| 2017 | -0.036 | — |
| 2016 | -0.181 | — |
| 2015 | 0.170 | — |
| 2014 | 0.502 | — |
| 2013 | 0.574 | — |
| 2012 | 0.202 | — |
| 2011 | 0.134 | — |
| 2010 | 0.255 | — |
| 2009 | 0.122 | — |
| 2008 | -0.208 | — |
| 2007 | 0.055 | — |
| 2006 | 0.047 | — |
| 2005 | 0.416 | — |
| 2004 | -0.021 | — |
| 2003 | 0.137 | — |
| 2002 | -0.521 | — |
| 2001 | -0.113 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.048 | 0.005 | -0.031 | -0.026 |
| 2023 | -0.048 | -0.007 | -0.006 | 0.075 |
| 2022 | -0.082 | -0.032 | 0.062 | -0.005 |
| 2021 | 0.048 | 0.087 | 0.001 | -0.039 |
| 2020 | -0.065 | 0.175 | -0.080 | 0.013 |
| 2019 | 0.164 | -0.060 | -0.034 | 0.105 |
| 2018 | -0.046 | 0.091 | 0.122 | -0.190 |
| 2017 | 0.034 | -0.008 | -0.007 | -0.054 |
| 2016 | -0.219 | 0.012 | 0.056 | -0.019 |
| 2015 | 0.247 | -0.006 | -0.173 | 0.141 |
| 2014 | 0.039 | 0.106 | 0.176 | 0.111 |
| 2013 | 0.173 | 0.081 | 0.123 | 0.106 |
| 2012 | 0.106 | 0.077 | 0.065 | -0.053 |
| 2011 | -0.026 | 0.038 | -0.053 | 0.184 |
| 2010 | 0.154 | -0.046 | 0.007 | 0.131 |
| 2009 | 0.008 | -0.018 | 0.066 | 0.063 |
| 2008 | -0.156 | 0.000 | 0.146 | -0.180 |
| 2007 | 0.003 | 0.039 | 0.027 | -0.015 |
| 2006 | 0.064 | -0.130 | 0.047 | 0.081 |
| 2005 | -0.010 | 0.181 | 0.120 | 0.081 |
| 2004 | 0.097 | 0.003 | -0.065 | -0.049 |
| 2003 | -0.063 | 0.190 | 0.046 | -0.024 |
| 2002 | -0.142 | -0.369 | -0.127 | 0.013 |
| 2001 | -0.249 | 0.292 | -0.316 | 0.336 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.073 |
| 3 years | -0.004 |
| 5 years | -0.014 |
| 10 years | -0.015 |