Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.081 | 0 | 79 |
| 1 month | -0.054 | 0 | 97 |
| 3 months | -0.100 | 0 | 73 |
| 1 year | 0.007 | 0 | 66 |
| 3 years | 0.028 | 0 | — |
| 5 years | 0.073 | 0 | — |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.161 | — |
| 2023 | 0.083 | — |
| 2022 | -0.150 | — |
| 2021 | 0.194 | — |
| 2020 | 0.045 | — |
| 2019 | 0.273 | — |
| 2018 | -0.131 | — |
| 2017 | 0.121 | — |
| 2016 | 0.041 | — |
| 2015 | 0.095 | — |
| 2014 | 0.167 | — |
| 2013 | 0.144 | — |
| 2012 | 0.124 | — |
| 2011 | -0.146 | — |
| 2010 | 0.171 | — |
| 2009 | 0.395 | — |
| 2008 | -0.444 | — |
| 2007 | 0.056 | — |
| 2006 | 0.114 | — |
| 2005 | 0.354 | — |
| 2004 | 0.041 | — |
| 2003 | 0.067 | — |
| 2002 | -0.359 | — |
| 2001 | -0.209 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.077 | 0.026 | 0.016 | 0.034 |
| 2023 | 0.026 | 0.029 | -0.011 | 0.038 |
| 2022 | -0.061 | -0.093 | -0.021 | 0.019 |
| 2021 | 0.087 | 0.049 | -0.001 | 0.048 |
| 2020 | -0.233 | 0.173 | 0.062 | 0.094 |
| 2019 | 0.140 | 0.012 | 0.033 | 0.068 |
| 2018 | -0.052 | 0.047 | 0.026 | -0.147 |
| 2017 | 0.049 | 0.011 | 0.013 | 0.044 |
| 2016 | -0.056 | -0.015 | 0.060 | 0.056 |
| 2015 | 0.149 | -0.021 | -0.120 | 0.106 |
| 2014 | 0 | 0.043 | 0.056 | 0.060 |
| 2013 | 0.076 | -0.030 | 0.041 | 0.052 |
| 2012 | 0.115 | -0.060 | 0.065 | 0.006 |
| 2011 | -0.024 | -0.025 | -0.154 | 0.060 |
| 2010 | 0.066 | -0.021 | 0.015 | 0.104 |
| 2009 | -0.016 | 0.156 | 0.151 | 0.065 |
| 2008 | -0.168 | -0.023 | -0.110 | -0.231 |
| 2007 | 0.009 | 0.074 | -0.009 | -0.017 |
| 2006 | 0.084 | -0.087 | 0.046 | 0.077 |
| 2005 | 0.042 | 0.085 | 0.132 | 0.057 |
| 2004 | 0.056 | -0.011 | -0.016 | 0.013 |
| 2003 | -0.095 | 0.091 | 0.049 | 0.030 |
| 2002 | -0.011 | -0.219 | -0.148 | -0.025 |
| 2001 | -0.156 | 0.032 | -0.232 | 0.182 |
| 2000 | -0.075 | 0.001 | -0.156 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.013 |
| 3 years | 0.022 |
| 5 years | 0.068 |
| 10 years | 0.040 |