Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.114 | 0 | 54 |
| 1 month | -0.059 | 0 | 83 |
| 3 months | -0.177 | 0 | 67 |
| 1 year | -0.164 | 0 | 85 |
| 3 years | 0.010 | 0 | 52 |
| 5 years | 0.061 | 0 | 22 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | -0.003 | — |
| 2022 | 0.073 | — |
| 2021 | 0.297 | — |
| 2020 | 0.024 | — |
| 2019 | 0.290 | — |
| 2018 | 0.096 | — |
| 2017 | -0.008 | — |
| 2016 | -0.041 | — |
| 2015 | 0.155 | — |
| 2014 | 0.381 | — |
| 2013 | 0.350 | — |
| 2012 | 0.071 | — |
| 2011 | 0.112 | — |
| 2010 | -0.067 | — |
| 2009 | 0.120 | — |
| 2008 | -0.116 | — |
| 2007 | -0.016 | — |
| 2006 | -0.071 | — |
| 2005 | 0.308 | — |
| 2004 | -0.013 | — |
| 2003 | 0.017 | — |
| 2002 | -0.362 | — |
| 2001 | -0.023 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.164 | 0.018 | -0.023 | -0.049 |
| 2023 | -0.027 | 0.058 | -0.004 | -0.027 |
| 2022 | 0.005 | 0.004 | 0.016 | 0.047 |
| 2021 | 0.065 | 0.072 | 0.044 | 0.089 |
| 2020 | -0.078 | 0.109 | 0.040 | -0.037 |
| 2019 | 0.143 | 0.008 | 0.037 | 0.080 |
| 2018 | 0.005 | 0.097 | 0.104 | -0.099 |
| 2017 | 0.038 | -0.010 | -0.037 | 0.002 |
| 2016 | -0.116 | 0.059 | 0.028 | -0.004 |
| 2015 | 0.208 | -0.036 | -0.092 | 0.092 |
| 2014 | 0.067 | 0.077 | 0.100 | 0.091 |
| 2013 | 0.145 | 0.060 | 0.022 | 0.088 |
| 2012 | 0.020 | 0.035 | 0.019 | -0.004 |
| 2011 | -0.016 | 0.076 | -0.024 | 0.076 |
| 2010 | 0.006 | -0.053 | -0.055 | 0.037 |
| 2009 | -0.032 | 0.025 | 0.008 | 0.120 |
| 2008 | -0.179 | 0.013 | 0.095 | -0.028 |
| 2007 | 0.030 | -0.007 | -0.040 | 0.002 |
| 2006 | 0.008 | -0.101 | 0.081 | -0.052 |
| 2005 | 0.044 | 0.173 | 0.018 | 0.049 |
| 2004 | 0.040 | 0.013 | -0.040 | -0.024 |
| 2003 | -0.032 | 0.074 | -0.054 | 0.033 |
| 2002 | -0.045 | -0.206 | -0.140 | -0.021 |
| 2001 | -0.084 | 0.095 | -0.071 | 0.048 |
| 2000 | 0.130 | 0.175 | -0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.164 |
| 3 years | 0.010 |
| 5 years | 0.061 |
| 10 years | 0.063 |