Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.060 | 0 | 23 |
| 1 month | -0.037 | 0 | 42 |
| 3 months | -0.102 | 0 | 29 |
| 1 year | 0.030 | 0 | 44 |
| 3 years | 0.072 | 0 | 27 |
| 5 years | 0.099 | 0 | 54 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.198 | — |
| 2023 | 0.118 | — |
| 2022 | -0.092 | — |
| 2021 | 0.213 | — |
| 2020 | -0.018 | — |
| 2019 | 0.238 | — |
| 2018 | -0.089 | — |
| 2017 | 0.086 | — |
| 2016 | 0.088 | — |
| 2015 | 0.077 | — |
| 2014 | 0.110 | — |
| 2013 | 0.170 | — |
| 2012 | 0.088 | — |
| 2011 | -0.020 | — |
| 2010 | 0.090 | — |
| 2009 | 0.175 | — |
| 2008 | -0.448 | — |
| 2007 | -0.013 | — |
| 2006 | 0.140 | — |
| 2005 | 0.229 | — |
| 2004 | 0.186 | — |
| 2003 | 0.222 | — |
| 2002 | -0.255 | — |
| 2001 | -0.428 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.128 | 0.020 | -0.010 | 0.052 |
| 2023 | 0.047 | 0.042 | -0.028 | 0.055 |
| 2022 | -0.063 | -0.073 | -0.017 | 0.063 |
| 2021 | 0.100 | 0.031 | 0.005 | 0.064 |
| 2020 | -0.220 | 0.156 | 0.013 | 0.074 |
| 2019 | 0.115 | 0.028 | 0.039 | 0.040 |
| 2018 | -0.045 | 0.046 | 0.044 | -0.126 |
| 2017 | 0.041 | -0.019 | 0.020 | 0.042 |
| 2016 | -0.067 | 0.012 | 0.025 | 0.124 |
| 2015 | 0.150 | -0.042 | -0.086 | 0.069 |
| 2014 | -0.001 | 0.031 | 0.047 | 0.029 |
| 2013 | 0.065 | -0.005 | 0.037 | 0.065 |
| 2012 | 0.049 | -0.011 | 0.034 | 0.014 |
| 2011 | 0.015 | -0.012 | -0.127 | 0.120 |
| 2010 | 0.058 | -0.044 | 0.019 | 0.057 |
| 2009 | -0.095 | 0.091 | 0.129 | 0.053 |
| 2008 | -0.129 | -0.042 | -0.167 | -0.206 |
| 2007 | 0.040 | 0.039 | -0.056 | -0.034 |
| 2006 | 0.107 | -0.049 | 0.044 | 0.037 |
| 2005 | 0.049 | 0.063 | 0.075 | 0.026 |
| 2004 | 0.091 | -0.005 | 0.010 | 0.081 |
| 2003 | -0.085 | 0.146 | 0.101 | 0.058 |
| 2002 | 0.040 | -0.117 | -0.215 | 0.034 |
| 2001 | -0.328 | -0.058 | -0.213 | 0.149 |
| 2000 | -0.170 | -0.040 | -0.351 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | 0.051 |
| 5 years | 0.086 |
| 10 years | 0.051 |