Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 18 |
| 1 month | -0.004 | 0 | 79 |
| 3 months | 0.023 | 0 | 31 |
| 1 year | 0.003 | 0 | 44 |
| 3 years | -0.013 | 0 | 96 |
| 5 years | -0.004 | 0 | 82 |
| 10 years | -0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.061 | — |
| 2023 | -0.012 | — |
| 2022 | 0.016 | — |
| 2021 | 0.022 | — |
| 2020 | -0.117 | — |
| 2019 | 0.032 | — |
| 2018 | 0.063 | — |
| 2017 | -0.104 | — |
| 2016 | 0.077 | — |
| 2015 | 0.054 | — |
| 2014 | 0.150 | — |
| 2013 | -0.028 | — |
| 2012 | 0.141 | — |
| 2011 | 0.001 | — |
| 2010 | 0.195 | — |
| 2009 | 0.161 | — |
| 2008 | 0.120 | — |
| 2007 | 0.003 | — |
| 2006 | 0.014 | — |
| 2005 | 0.104 | — |
| 2004 | 0.057 | — |
| 2003 | 0.006 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | -0.008 | 0.024 | — |
| 2024 | -0.023 | -0.036 | 0.056 | -0.056 |
| 2023 | 0.001 | -0.033 | -0.021 | 0.044 |
| 2022 | 0.045 | -0.022 | 0.004 | -0.010 |
| 2021 | 0.014 | -0.010 | 0.004 | 0.014 |
| 2020 | -0.034 | -0.013 | -0.049 | -0.026 |
| 2019 | 0.039 | -0.001 | 0.010 | -0.017 |
| 2018 | -0.014 | 0.026 | 0.017 | 0.033 |
| 2017 | 0.028 | -0.078 | -0.021 | -0.034 |
| 2016 | -0.057 | 0.013 | -0.026 | 0.158 |
| 2015 | 0.126 | -0.040 | -0.077 | 0.056 |
| 2014 | 0.004 | 0.030 | 0.088 | 0.022 |
| 2013 | 0.043 | -0.045 | -0.029 | 0.004 |
| 2012 | 0.042 | 0.042 | 0.038 | 0.012 |
| 2011 | -0.038 | -0.001 | -0.004 | 0.046 |
| 2010 | 0.122 | 0.076 | -0.042 | 0.032 |
| 2009 | 0.052 | 0.022 | 0.030 | 0.049 |
| 2008 | -0.013 | -0.050 | 0.127 | 0.060 |
| 2007 | 0.007 | 0.020 | -0.014 | -0.010 |
| 2006 | 0.008 | -0.033 | 0.030 | 0.010 |
| 2005 | 0.025 | 0.052 | 0.004 | 0.019 |
| 2004 | 0.046 | -0.022 | 0.026 | 0.007 |
| 2003 | 0.008 | 0.030 | -0.002 | -0.030 |
| 2002 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.057 |
| 3 years | -0.030 |
| 5 years | -0.014 |
| 10 years | -0.018 |
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