Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 76 |
| 1 month | -0.002 | 0 | 64 |
| 3 months | -0.025 | 0 | 80 |
| 1 year | 0.022 | 0 | 82 |
| 3 years | 0.076 | 0 | 68 |
| 5 years | 0.114 | 0 | 55 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.189 | — |
| 2022 | -0.128 | — |
| 2021 | 0.235 | — |
| 2020 | -0.047 | — |
| 2019 | 0.245 | — |
| 2018 | -0.202 | — |
| 2017 | 0.130 | — |
| 2016 | 0.048 | — |
| 2015 | 0.089 | — |
| 2014 | 0.043 | — |
| 2013 | 0.287 | — |
| 2012 | 0.191 | — |
| 2011 | -0.194 | — |
| 2010 | 0.058 | — |
| 2009 | 0.206 | — |
| 2008 | -0.464 | — |
| 2007 | 0.036 | — |
| 2006 | 0.229 | — |
| 2005 | 0.276 | — |
| 2004 | 0.118 | — |
| 2003 | 0.187 | — |
| 2002 | -0.326 | — |
| 2001 | -0.135 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | — | — | — |
| 2024 | 0.091 | -0.023 | 0.023 | -0.043 |
| 2023 | 0.114 | 0.028 | -0.053 | 0.096 |
| 2022 | -0.081 | -0.116 | -0.035 | 0.111 |
| 2021 | 0.096 | 0.060 | 0.012 | 0.050 |
| 2020 | -0.271 | 0.170 | -0.004 | 0.122 |
| 2019 | 0.117 | 0.039 | 0.003 | 0.069 |
| 2018 | -0.045 | 0.001 | -0.008 | -0.158 |
| 2017 | 0.071 | 0.010 | 0.047 | -0.002 |
| 2016 | -0.070 | -0.029 | 0.069 | 0.085 |
| 2015 | 0.187 | -0.058 | -0.087 | 0.067 |
| 2014 | 0.040 | 0.019 | -0.015 | 0 |
| 2013 | 0.010 | 0.023 | 0.143 | 0.090 |
| 2012 | 0.100 | -0.065 | 0.086 | 0.067 |
| 2011 | 0.039 | 0.005 | -0.252 | 0.032 |
| 2010 | 0.007 | -0.086 | 0.085 | 0.060 |
| 2009 | -0.157 | 0.146 | 0.220 | 0.023 |
| 2008 | -0.161 | -0.042 | -0.170 | -0.197 |
| 2007 | 0.040 | 0.078 | -0.048 | -0.030 |
| 2006 | 0.107 | -0.042 | 0.076 | 0.078 |
| 2005 | 0.049 | 0.056 | 0.109 | 0.039 |
| 2004 | 0.031 | 0.021 | -0.019 | 0.083 |
| 2003 | -0.122 | 0.185 | 0.014 | 0.124 |
| 2002 | 0.039 | -0.134 | -0.307 | 0.082 |
| 2001 | -0.082 | 0.031 | -0.203 | 0.147 |
| 2000 | -0.037 | -0.037 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.059 |
| 5 years | 0.103 |
| 10 years | 0.034 |