Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 36 |
| 1 month | 0.034 | 0 | 30 |
| 3 months | 0.016 | 0 | 49 |
| 1 year | 0.033 | 0 | 77 |
| 3 years | 0.122 | 0 | 92 |
| 5 years | 0.205 | 0 | 82 |
| 10 years | 0.109 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.232 | — |
| 2022 | 0.037 | — |
| 2021 | 0.311 | — |
| 2020 | 0.098 | — |
| 2019 | 0.056 | — |
| 2018 | -0.119 | — |
| 2017 | 0.384 | — |
| 2016 | 0.068 | — |
| 2015 | 0.029 | — |
| 2014 | 0.454 | — |
| 2013 | 0.014 | — |
| 2012 | 0.345 | — |
| 2011 | -0.254 | — |
| 2010 | 0.131 | — |
| 2009 | 0.719 | — |
| 2008 | -0.477 | — |
| 2007 | 0.687 | — |
| 2006 | 0.321 | — |
| 2005 | 0.597 | — |
| 2004 | 0.438 | — |
| 2003 | 1.072 | — |
| 2002 | 0.151 | — |
| 2001 | -0.147 | — |
| 2000 | -0.181 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.020 | 0.082 | 0.062 | -0.066 |
| 2023 | -0.039 | 0.122 | 0.040 | 0.098 |
| 2022 | -0.011 | -0.083 | 0.113 | 0.027 |
| 2021 | 0.078 | 0.113 | 0.083 | 0.009 |
| 2020 | -0.303 | 0.177 | 0.107 | 0.209 |
| 2019 | 0.050 | 0.005 | -0.036 | 0.038 |
| 2018 | -0.082 | 0.007 | -0.053 | 0.005 |
| 2017 | 0.153 | 0.071 | 0.020 | 0.099 |
| 2016 | -0.046 | 0.112 | 0.080 | -0.068 |
| 2015 | 0.036 | 0.001 | -0.033 | 0.026 |
| 2014 | 0.055 | 0.187 | 0.069 | 0.086 |
| 2013 | -0.067 | 0.004 | -0.038 | 0.124 |
| 2012 | 0.176 | -0.017 | 0.105 | 0.053 |
| 2011 | -0.095 | -0.026 | -0.084 | -0.076 |
| 2010 | -0.027 | 0.025 | 0.141 | -0.007 |
| 2009 | -0.079 | 0.455 | 0.247 | 0.029 |
| 2008 | -0.292 | -0.101 | -0.032 | -0.151 |
| 2007 | -0.061 | 0.117 | 0.202 | 0.337 |
| 2006 | 0.190 | -0.162 | 0.139 | 0.163 |
| 2005 | 0.000 | 0.080 | 0.275 | 0.159 |
| 2004 | -0.118 | -0.050 | 0.314 | 0.306 |
| 2003 | -0.045 | 0.239 | 0.272 | 0.377 |
| 2002 | 0.130 | 0.020 | -0.080 | 0.086 |
| 2001 | -0.136 | -0.013 | -0.172 | 0.207 |
| 2000 | 0.142 | -0.149 | -0.136 | -0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.122 |
| 5 years | 0.205 |
| 10 years | 0.109 |