Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | 78 |
| 1 month | 0.025 | 0 | 44 |
| 3 months | -0.078 | 0 | 84 |
| 1 year | -0.104 | 0 | 61 |
| 3 years | -0.015 | 0 | 26 |
| 5 years | 0.090 | 0 | 33 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.090 | — |
| 2023 | 0.128 | — |
| 2022 | -0.183 | — |
| 2021 | 0.157 | — |
| 2020 | 0.504 | — |
| 2019 | 0.302 | — |
| 2018 | -0.140 | — |
| 2017 | 0.245 | — |
| 2016 | 0.013 | — |
| 2015 | -0.028 | — |
| 2014 | -0.031 | — |
| 2013 | 0.266 | — |
| 2012 | 0.038 | — |
| 2011 | -0.215 | — |
| 2010 | -0.128 | — |
| 2009 | 0.210 | — |
| 2008 | -0.541 | — |
| 2007 | 0.565 | — |
| 2006 | 0.316 | — |
| 2005 | 0.211 | — |
| 2004 | 0.316 | — |
| 2003 | 0.467 | — |
| 2002 | -0.560 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | -0.027 | -0.012 | 0.070 | -0.115 |
| 2023 | 0.109 | 0.021 | -0.121 | 0.132 |
| 2022 | -0.104 | -0.198 | -0.010 | 0.148 |
| 2021 | 0.040 | 0.035 | 0.006 | 0.068 |
| 2020 | -0.186 | 0.248 | 0.198 | 0.236 |
| 2019 | 0.117 | 0.062 | -0.007 | 0.105 |
| 2018 | -0.014 | -0.019 | -0.012 | -0.101 |
| 2017 | 0.078 | 0.089 | 0.051 | 0.008 |
| 2016 | 0.015 | -0.023 | 0.077 | -0.051 |
| 2015 | 0.013 | 0.006 | -0.127 | 0.092 |
| 2014 | 0.041 | 0.039 | -0.083 | -0.024 |
| 2013 | 0.071 | 0.006 | 0.116 | 0.054 |
| 2012 | 0.072 | -0.107 | 0.063 | 0.019 |
| 2011 | 0.082 | -0.082 | -0.236 | 0.034 |
| 2010 | -0.095 | -0.137 | 0.103 | 0.013 |
| 2009 | -0.099 | 0.240 | 0.074 | 0.008 |
| 2008 | -0.139 | 0.054 | -0.302 | -0.275 |
| 2007 | 0.137 | 0.126 | 0.046 | 0.168 |
| 2006 | 0.289 | -0.060 | -0.023 | 0.111 |
| 2005 | 0.003 | 0.042 | 0.214 | -0.045 |
| 2004 | 0.147 | 0.021 | -0.091 | 0.236 |
| 2003 | -0.111 | 0.222 | 0.273 | 0.061 |
| 2002 | -0.012 | -0.300 | -0.360 | -0.006 |
| 2001 | -0.419 | 0.100 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.151 |
| 3 years | -0.033 |
| 5 years | 0.078 |
| 10 years | 0.055 |