Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | — |
| 1 month | 0.024 | 0 | — |
| 3 months | -0.052 | 0 | — |
| 1 year | 0.042 | 0 | — |
| 3 years | -0.012 | 0 | — |
| 5 years | 0.029 | 0 | — |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.034 | — |
| 2022 | -0.262 | — |
| 2021 | 0.101 | — |
| 2020 | 0.026 | — |
| 2019 | 0.380 | — |
| 2018 | -0.071 | — |
| 2017 | 0.211 | — |
| 2016 | 0.069 | — |
| 2015 | 0.081 | — |
| 2014 | 0.016 | — |
| 2013 | 0.319 | — |
| 2012 | 0.169 | — |
| 2011 | -0.074 | — |
| 2010 | 0.191 | — |
| 2009 | 0.221 | — |
| 2008 | -0.343 | — |
| 2007 | 0.003 | — |
| 2006 | 0.237 | — |
| 2005 | 0.158 | — |
| 2004 | 0.167 | — |
| 2003 | 0.233 | — |
| 2002 | -0.265 | — |
| 2001 | -0.178 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.019 | 0.003 | 0.051 | 0.021 |
| 2023 | -0.003 | -0.026 | -0.044 | 0.114 |
| 2022 | -0.138 | -0.127 | -0.067 | 0.051 |
| 2021 | 0.037 | 0.031 | 0.015 | 0.015 |
| 2020 | -0.281 | 0.141 | 0.049 | 0.193 |
| 2019 | 0.103 | 0.098 | 0.003 | 0.136 |
| 2018 | -0.047 | 0.089 | 0.035 | -0.136 |
| 2017 | 0.055 | 0.058 | 0.052 | 0.031 |
| 2016 | -0.028 | -0.033 | 0.120 | 0.015 |
| 2015 | 0.071 | 0.038 | -0.052 | 0.026 |
| 2014 | -0.003 | -0.037 | -0.021 | 0.082 |
| 2013 | 0.107 | 0.030 | 0.080 | 0.072 |
| 2012 | 0.093 | -0.034 | 0.056 | 0.048 |
| 2011 | 0.015 | 0.012 | -0.156 | 0.068 |
| 2010 | 0.034 | -0.081 | 0.151 | 0.089 |
| 2009 | -0.076 | 0.094 | 0.185 | 0.020 |
| 2008 | -0.074 | -0.041 | -0.087 | -0.190 |
| 2007 | 0.054 | 0.062 | -0.046 | -0.061 |
| 2006 | 0.119 | -0.065 | 0.048 | 0.128 |
| 2005 | 0.005 | 0.017 | 0.063 | 0.066 |
| 2004 | 0.060 | 0.001 | -0.002 | 0.103 |
| 2003 | -0.096 | 0.204 | 0.064 | 0.065 |
| 2002 | -0.004 | -0.144 | -0.188 | 0.062 |
| 2001 | -0.117 | -0.021 | -0.181 | 0.160 |
| 2000 | -0.087 | 0.033 | -0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | -0.012 |
| 5 years | 0.029 |
| 10 years | 0.041 |