Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.088 | 0 | 63 |
| 1 month | -0.071 | 0 | 92 |
| 3 months | -0.080 | 0 | 54 |
| 1 year | 0.025 | 0 | 30 |
| 3 years | 0.003 | 0 | 26 |
| 5 years | 0.030 | 0 | — |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.212 | — |
| 2023 | -0.023 | — |
| 2022 | -0.172 | — |
| 2021 | 0.095 | — |
| 2020 | -0.041 | — |
| 2019 | 0.217 | — |
| 2018 | -0.080 | — |
| 2017 | 0.135 | — |
| 2016 | 0.124 | — |
| 2015 | -0.033 | — |
| 2014 | 0.160 | — |
| 2013 | -0.080 | — |
| 2012 | 0.176 | — |
| 2011 | -0.224 | — |
| 2010 | 0.324 | — |
| 2009 | 0.858 | — |
| 2008 | -0.644 | — |
| 2007 | 0.408 | — |
| 2006 | 0.388 | — |
| 2005 | 0.624 | — |
| 2004 | 0.149 | — |
| 2003 | 0.375 | — |
| 2002 | -0.096 | — |
| 2001 | -0.192 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.057 | 0.074 | 0.058 | 0.009 |
| 2023 | 0.006 | 0.002 | -0.031 | 0.001 |
| 2022 | -0.103 | -0.003 | -0.087 | 0.015 |
| 2021 | 0.047 | 0.033 | 0.029 | -0.016 |
| 2020 | -0.287 | 0.201 | -0.016 | 0.139 |
| 2019 | 0.111 | 0.027 | 0.003 | 0.064 |
| 2018 | -0.026 | -0.034 | 0.007 | -0.028 |
| 2017 | 0.064 | -0.051 | 0.044 | 0.076 |
| 2016 | -0.007 | 0.026 | 0.060 | 0.040 |
| 2015 | 0.159 | -0.046 | -0.170 | 0.053 |
| 2014 | -0.027 | 0.115 | 0.050 | 0.017 |
| 2013 | 0.044 | -0.103 | 0.002 | -0.021 |
| 2012 | 0.115 | -0.050 | 0.067 | 0.040 |
| 2011 | -0.058 | -0.069 | -0.144 | 0.034 |
| 2010 | 0.139 | 0.027 | 0.047 | 0.081 |
| 2009 | 0.088 | 0.358 | 0.140 | 0.103 |
| 2008 | -0.287 | -0.024 | -0.255 | -0.313 |
| 2007 | -0.017 | 0.127 | 0.161 | 0.095 |
| 2006 | 0.174 | -0.099 | 0.127 | 0.164 |
| 2005 | 0.067 | 0.148 | 0.253 | 0.058 |
| 2004 | 0.186 | -0.119 | 0.097 | 0.002 |
| 2003 | -0.033 | 0.172 | 0.146 | 0.059 |
| 2002 | 0.109 | -0.200 | 0.001 | 0.018 |
| 2001 | -0.333 | 0.255 | -0.298 | 0.375 |
| 2000 | -0.044 | -0.279 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | -0.014 |
| 5 years | 0.019 |
| 10 years | 0.002 |