Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.099 | 0 | 59 |
| 1 month | -0.047 | 0 | 80 |
| 3 months | -0.130 | 0 | 68 |
| 1 year | 0.006 | 0 | 68 |
| 3 years | 0.057 | 0 | 49 |
| 5 years | 0.101 | 0 | 51 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.199 | — |
| 2023 | 0.177 | — |
| 2022 | -0.122 | — |
| 2021 | 0.279 | — |
| 2020 | 0.050 | — |
| 2019 | 0.302 | — |
| 2018 | -0.055 | — |
| 2017 | 0.065 | — |
| 2016 | 0.035 | — |
| 2015 | 0.117 | — |
| 2014 | 0.181 | — |
| 2013 | 0.144 | — |
| 2012 | 0.089 | — |
| 2011 | -0.106 | — |
| 2010 | 0.114 | — |
| 2009 | 0.086 | — |
| 2008 | -0.393 | — |
| 2007 | -0.054 | — |
| 2006 | 0.067 | — |
| 2005 | 0.192 | — |
| 2004 | 0.042 | — |
| 2003 | 0.085 | — |
| 2002 | -0.372 | — |
| 2001 | -0.260 | — |
| 2000 | -0.053 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.054 | — | — | — |
| 2024 | 0.101 | 0.038 | -0.001 | 0.050 |
| 2023 | 0.035 | 0.065 | 0.002 | 0.065 |
| 2022 | -0.032 | -0.086 | -0.009 | 0 |
| 2021 | 0.093 | 0.058 | 0.004 | 0.101 |
| 2020 | -0.157 | 0.142 | 0.020 | 0.070 |
| 2019 | 0.137 | 0.029 | 0.053 | 0.057 |
| 2018 | -0.042 | 0.061 | 0.054 | -0.118 |
| 2017 | 0.050 | -0.018 | 0.006 | 0.028 |
| 2016 | -0.072 | 0.008 | 0.045 | 0.059 |
| 2015 | 0.152 | -0.027 | -0.071 | 0.074 |
| 2014 | 0.012 | 0.045 | 0.060 | 0.053 |
| 2013 | 0.057 | -0.003 | 0.036 | 0.049 |
| 2012 | 0.072 | -0.014 | 0.037 | -0.005 |
| 2011 | 0.009 | -0.048 | -0.170 | 0.122 |
| 2010 | 0.099 | -0.042 | -0.006 | 0.065 |
| 2009 | -0.101 | 0.058 | 0.097 | 0.040 |
| 2008 | -0.176 | -0.056 | -0.043 | -0.185 |
| 2007 | 0.007 | 0.060 | -0.064 | -0.053 |
| 2006 | 0.018 | -0.057 | 0.064 | 0.044 |
| 2005 | 0.032 | 0.062 | 0.053 | 0.032 |
| 2004 | 0.050 | 0.021 | -0.046 | 0.019 |
| 2003 | -0.106 | 0.116 | 0.052 | 0.033 |
| 2002 | -0.004 | -0.216 | -0.172 | -0.029 |
| 2001 | -0.126 | 0.045 | -0.285 | 0.132 |
| 2000 | 0.072 | -0.043 | 0.074 | -0.141 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.046 |
| 5 years | 0.094 |
| 10 years | 0.069 |