Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 38 |
| 1 month | -0.028 | 0 | 22 |
| 3 months | -0.111 | 0 | 29 |
| 1 year | 0.063 | 0 | 31 |
| 3 years | 0.089 | 0 | 37 |
| 5 years | 0.126 | 0 | 42 |
| 10 years | 0.108 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.280 | — |
| 2023 | 0.228 | — |
| 2022 | -0.194 | — |
| 2021 | 0.300 | — |
| 2020 | 0.147 | — |
| 2019 | 0.278 | — |
| 2018 | -0.036 | — |
| 2017 | 0.112 | — |
| 2016 | 0.124 | — |
| 2015 | 0.070 | — |
| 2014 | 0.176 | — |
| 2013 | 0.345 | — |
| 2012 | 0.075 | — |
| 2011 | 0.015 | — |
| 2010 | 0.035 | — |
| 2009 | 0.210 | — |
| 2008 | -0.381 | — |
| 2007 | -0.027 | — |
| 2006 | 0.060 | — |
| 2005 | 0.053 | — |
| 2004 | 0.045 | — |
| 2003 | 0.244 | — |
| 2002 | -0.278 | — |
| 2001 | -0.077 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | — | — | — |
| 2024 | 0.128 | 0.044 | -0.001 | 0.087 |
| 2023 | 0.063 | 0.103 | -0.027 | 0.076 |
| 2022 | -0.045 | -0.140 | -0.022 | 0.003 |
| 2021 | 0.077 | 0.083 | 0.013 | 0.100 |
| 2020 | -0.150 | 0.174 | 0.062 | 0.082 |
| 2019 | 0.124 | 0.038 | 0.036 | 0.056 |
| 2018 | -0.029 | 0.071 | 0.075 | -0.138 |
| 2017 | 0.023 | 0.012 | 0.027 | 0.046 |
| 2016 | -0.041 | 0.021 | 0.048 | 0.096 |
| 2015 | 0.041 | -0.019 | -0.015 | 0.064 |
| 2014 | 0.010 | 0.040 | 0.031 | 0.086 |
| 2013 | 0.119 | 0.047 | 0.037 | 0.108 |
| 2012 | 0.089 | -0.024 | 0.025 | -0.012 |
| 2011 | 0.037 | -0.028 | -0.089 | 0.106 |
| 2010 | 0.046 | -0.118 | 0.045 | 0.074 |
| 2009 | -0.066 | 0.099 | 0.122 | 0.051 |
| 2008 | -0.137 | -0.045 | -0.039 | -0.218 |
| 2007 | -0.009 | 0.066 | -0.013 | -0.067 |
| 2006 | 0.011 | -0.041 | 0.063 | 0.029 |
| 2005 | -0.015 | 0.033 | 0.035 | 0 |
| 2004 | -0.004 | 0.040 | -0.040 | 0.051 |
| 2003 | -0.016 | 0.141 | 0.007 | 0.100 |
| 2002 | -0.004 | -0.172 | -0.168 | 0.053 |
| 2001 | -0.084 | 0.065 | -0.178 | 0.152 |
| 2000 | -0.005 | -0.086 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | 0.053 |
| 5 years | 0.103 |
| 10 years | 0.097 |