Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.130 | 0 | 96 |
| 1 month | -0.048 | 0 | 81 |
| 3 months | -0.151 | 0 | 92 |
| 1 year | -0.013 | 0 | 83 |
| 3 years | 0.053 | 0 | 54 |
| 5 years | 0.102 | 0 | 50 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.236 | — |
| 2023 | 0.160 | — |
| 2022 | -0.117 | — |
| 2021 | 0.282 | — |
| 2020 | 0.077 | — |
| 2019 | 0.299 | — |
| 2018 | -0.045 | — |
| 2017 | 0.074 | — |
| 2016 | 0.059 | — |
| 2015 | 0.102 | — |
| 2014 | 0.146 | — |
| 2013 | 0.217 | — |
| 2012 | 0.138 | — |
| 2011 | -0.074 | — |
| 2010 | 0.242 | — |
| 2009 | 0.367 | — |
| 2008 | -0.485 | — |
| 2007 | 0.129 | — |
| 2006 | -0.010 | — |
| 2005 | 0.167 | — |
| 2004 | -0.026 | — |
| 2003 | 0.062 | — |
| 2002 | -0.354 | — |
| 2001 | -0.095 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.087 | — | — | — |
| 2024 | 0.112 | 0.056 | -0.029 | 0.083 |
| 2023 | 0.037 | 0.060 | -0.005 | 0.061 |
| 2022 | -0.031 | -0.084 | -0.009 | 0.004 |
| 2021 | 0.102 | 0.057 | 0.004 | 0.096 |
| 2020 | -0.149 | 0.155 | 0.030 | 0.064 |
| 2019 | 0.143 | 0.029 | 0.042 | 0.058 |
| 2018 | -0.043 | 0.061 | 0.053 | -0.106 |
| 2017 | 0.055 | -0.014 | 0.008 | 0.025 |
| 2016 | -0.053 | 0.007 | 0.036 | 0.071 |
| 2015 | 0.144 | -0.027 | -0.079 | 0.075 |
| 2014 | -0.002 | 0.048 | 0.050 | 0.043 |
| 2013 | 0.099 | -0.003 | 0.042 | 0.065 |
| 2012 | 0.072 | 0.021 | 0.066 | -0.025 |
| 2011 | -0.027 | -0.029 | -0.088 | 0.075 |
| 2010 | 0.079 | 0.002 | 0.004 | 0.143 |
| 2009 | 0.029 | 0.156 | 0.094 | 0.051 |
| 2008 | -0.176 | 0.029 | -0.220 | -0.221 |
| 2007 | 0.023 | 0.081 | -0.009 | 0.030 |
| 2006 | 0.013 | -0.121 | 0.042 | 0.067 |
| 2005 | 0.036 | 0.074 | 0.034 | 0.015 |
| 2004 | 0.030 | 0.011 | -0.047 | -0.018 |
| 2003 | -0.072 | 0.096 | 0.012 | 0.031 |
| 2002 | -0.016 | -0.228 | -0.157 | 0.009 |
| 2001 | -0.080 | 0.097 | -0.226 | 0.159 |
| 2000 | -0.053 | 0.039 | -0.126 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | 0.035 |
| 5 years | 0.090 |
| 10 years | 0.072 |