Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.102 | 0 | 76 |
| 1 month | -0.030 | 0 | 85 |
| 3 months | -0.141 | 0 | 71 |
| 1 year | -0.006 | 0 | 47 |
| 3 years | 0.096 | 0 | 11 |
| 5 years | 0.126 | 0 | 5 |
| 10 years | 0.116 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.241 | — |
| 2023 | 0.270 | — |
| 2022 | -0.175 | — |
| 2021 | 0.241 | — |
| 2020 | 0.212 | — |
| 2019 | 0.264 | — |
| 2018 | -0.071 | — |
| 2017 | 0.139 | — |
| 2016 | 0.257 | — |
| 2015 | 0.072 | — |
| 2014 | 0.110 | — |
| 2013 | 0.209 | — |
| 2012 | 0.000 | — |
| 2011 | -0.076 | — |
| 2010 | 0.173 | — |
| 2009 | 0.242 | — |
| 2008 | -0.246 | — |
| 2007 | 0.111 | — |
| 2006 | 0.007 | — |
| 2005 | 0.222 | — |
| 2004 | -0.003 | — |
| 2003 | 0.201 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.074 | — | — | — |
| 2024 | 0.130 | 0.039 | -0.026 | 0.085 |
| 2023 | 0.083 | 0.073 | -0.006 | 0.098 |
| 2022 | -0.050 | -0.147 | 0.007 | 0.011 |
| 2021 | 0.021 | 0.103 | 0.031 | 0.069 |
| 2020 | -0.123 | 0.226 | 0.069 | 0.055 |
| 2019 | 0.120 | 0.077 | 0.009 | 0.039 |
| 2018 | -0.065 | 0.090 | 0.070 | -0.147 |
| 2017 | 0.059 | 0.009 | 0.015 | 0.051 |
| 2016 | -0.006 | 0.062 | 0.086 | 0.097 |
| 2015 | 0.069 | -0.055 | -0.058 | 0.126 |
| 2014 | 0.000 | 0.013 | 0.036 | 0.058 |
| 2013 | 0.148 | 0.008 | -0.012 | 0.057 |
| 2012 | 0.052 | -0.084 | 0.044 | -0.006 |
| 2011 | 0.005 | -0.001 | -0.149 | 0.083 |
| 2010 | 0.109 | -0.144 | 0.074 | 0.151 |
| 2009 | -0.088 | 0.068 | 0.215 | 0.050 |
| 2008 | -0.101 | 0.013 | -0.141 | -0.036 |
| 2007 | 0.018 | 0.071 | 0.019 | 0.001 |
| 2006 | 0.078 | -0.078 | -0.010 | 0.024 |
| 2005 | 0.006 | 0.047 | 0.091 | 0.064 |
| 2004 | -0.031 | 0.012 | -0.012 | 0.029 |
| 2003 | -0.019 | 0.109 | 0.038 | 0.064 |
| 2002 | -0.186 | 0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.058 |
| 3 years | 0.076 |
| 5 years | 0.114 |
| 10 years | 0.110 |