Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 44 |
| 1 month | -0.047 | 0 | 92 |
| 3 months | -0.099 | 0 | 37 |
| 1 year | -0.119 | 0 | 91 |
| 3 years | 0.019 | 0 | 34 |
| 5 years | 0.092 | 0 | 34 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.019 | — |
| 2023 | 0.162 | — |
| 2022 | -0.075 | — |
| 2021 | 0.145 | — |
| 2020 | 0.190 | — |
| 2019 | 0.264 | — |
| 2018 | -0.127 | — |
| 2017 | 0.064 | — |
| 2016 | 0.080 | — |
| 2015 | 0.047 | — |
| 2014 | 0.113 | — |
| 2013 | 0.299 | — |
| 2012 | 0.187 | — |
| 2011 | -0.064 | — |
| 2010 | 0.094 | — |
| 2009 | 0.238 | — |
| 2008 | -0.409 | — |
| 2007 | -0.028 | — |
| 2006 | 0.134 | — |
| 2005 | 0.235 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | — | — | — |
| 2024 | 0.034 | 0.003 | 0.021 | -0.074 |
| 2023 | 0.097 | 0.036 | -0.052 | 0.078 |
| 2022 | -0.051 | -0.107 | -0.007 | 0.100 |
| 2021 | 0.066 | 0.036 | 0.008 | 0.029 |
| 2020 | -0.225 | 0.184 | 0.090 | 0.190 |
| 2019 | 0.123 | 0.008 | 0.036 | 0.077 |
| 2018 | -0.043 | 0.015 | 0.018 | -0.116 |
| 2017 | 0.049 | -0.018 | 0.022 | 0.010 |
| 2016 | -0.073 | -0.008 | 0.067 | 0.101 |
| 2015 | 0.163 | -0.022 | -0.132 | 0.061 |
| 2014 | 0.022 | 0.031 | 0.037 | 0.020 |
| 2013 | 0.094 | 0.026 | 0.067 | 0.085 |
| 2012 | 0.095 | -0.036 | 0.083 | 0.038 |
| 2011 | 0.014 | -0.008 | -0.145 | 0.088 |
| 2010 | 0.070 | -0.058 | 0.006 | 0.078 |
| 2009 | -0.076 | 0.129 | 0.137 | 0.043 |
| 2008 | -0.181 | -0.052 | -0.046 | -0.203 |
| 2007 | 0.006 | 0.058 | -0.053 | -0.035 |
| 2006 | 0.040 | -0.034 | 0.072 | 0.052 |
| 2005 | 0.057 | 0.056 | 0.054 | 0.050 |
| 2004 | 0.047 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.119 |
| 3 years | 0.019 |
| 5 years | 0.092 |
| 10 years | 0.041 |