Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 73 |
| 1 month | 0.002 | 0 | 20 |
| 3 months | -0.036 | 0 | 76 |
| 1 year | 0.027 | 0 | 68 |
| 3 years | 0.034 | 0 | 86 |
| 5 years | 0.059 | 0 | — |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.115 | — |
| 2022 | -0.187 | — |
| 2021 | 0.200 | — |
| 2020 | 0.110 | — |
| 2019 | 0.263 | — |
| 2018 | -0.063 | — |
| 2017 | 0.057 | — |
| 2016 | -0.116 | — |
| 2015 | 0.217 | — |
| 2014 | 0.181 | — |
| 2013 | 0.158 | — |
| 2012 | 0.234 | — |
| 2011 | -0.015 | — |
| 2010 | 0.019 | — |
| 2009 | 0.192 | — |
| 2008 | -0.278 | — |
| 2007 | -0.128 | — |
| 2006 | 0.272 | — |
| 2005 | 0.261 | — |
| 2004 | 0.057 | — |
| 2003 | 0.101 | — |
| 2002 | -0.273 | — |
| 2001 | -0.094 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.068 | -0.010 | 0.026 | -0.026 |
| 2023 | 0.074 | 0.022 | -0.029 | 0.046 |
| 2022 | -0.098 | -0.112 | -0.059 | 0.079 |
| 2021 | 0.059 | 0.060 | 0.010 | 0.058 |
| 2020 | -0.117 | 0.159 | 0.006 | 0.078 |
| 2019 | 0.125 | 0.014 | 0.036 | 0.068 |
| 2018 | -0.018 | 0.053 | 0.019 | -0.110 |
| 2017 | 0.076 | 0.028 | -0.012 | -0.033 |
| 2016 | -0.131 | 0.029 | -0.019 | 0.007 |
| 2015 | 0.193 | -0.021 | -0.026 | 0.070 |
| 2014 | 0.081 | 0.029 | 0.056 | 0.005 |
| 2013 | 0.088 | -0.001 | 0.020 | 0.044 |
| 2012 | 0.062 | 0.041 | 0.067 | 0.045 |
| 2011 | 0.002 | 0.063 | -0.112 | 0.041 |
| 2010 | 0.040 | -0.026 | -0.009 | 0.016 |
| 2009 | -0.075 | 0.079 | 0.125 | 0.062 |
| 2008 | -0.143 | -0.026 | -0.046 | -0.092 |
| 2007 | 0.054 | -0.020 | -0.107 | -0.056 |
| 2006 | 0.100 | -0.019 | 0.099 | 0.071 |
| 2005 | 0.037 | 0.090 | 0.060 | 0.052 |
| 2004 | 0.005 | 0.048 | 0.013 | -0.009 |
| 2003 | -0.070 | 0.120 | 0.012 | 0.044 |
| 2002 | 0.014 | -0.126 | -0.124 | -0.063 |
| 2001 | -0.064 | 0.067 | -0.073 | -0.022 |
| 2000 | -0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | 0.023 |
| 5 years | 0.053 |
| 10 years | 0.037 |