Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 23 |
| 1 month | -0.012 | 0 | 20 |
| 3 months | -0.073 | 0 | 43 |
| 1 year | 0.025 | 0 | 42 |
| 3 years | 0.040 | 0 | 32 |
| 5 years | 0.074 | 0 | 34 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.110 | — |
| 2022 | -0.125 | — |
| 2021 | 0.186 | — |
| 2020 | 0.054 | — |
| 2019 | 0.164 | — |
| 2018 | -0.057 | — |
| 2017 | 0.084 | — |
| 2016 | 0.063 | — |
| 2015 | 0.131 | — |
| 2014 | 0.173 | — |
| 2013 | 0.306 | — |
| 2012 | 0.101 | — |
| 2011 | -0.101 | — |
| 2010 | 0.033 | — |
| 2009 | 0.265 | — |
| 2008 | -0.431 | — |
| 2007 | 0.067 | — |
| 2006 | 0.158 | — |
| 2005 | 0.263 | — |
| 2004 | 0.061 | — |
| 2003 | 0.168 | — |
| 2002 | -0.255 | — |
| 2001 | -0.066 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.058 | 0.015 | 0.009 | 0.017 |
| 2023 | 0.055 | 0.012 | -0.009 | 0.049 |
| 2022 | -0.044 | -0.088 | -0.019 | 0.023 |
| 2021 | 0.057 | 0.049 | 0.008 | 0.061 |
| 2020 | -0.165 | 0.156 | 0.035 | 0.055 |
| 2019 | 0.084 | 0.044 | — | — |
| 2018 | -0.036 | 0.043 | 0.032 | -0.091 |
| 2017 | 0.046 | 0.006 | 0.017 | 0.012 |
| 2016 | -0.013 | 0.001 | 0.028 | 0.047 |
| 2015 | 0.132 | -0.013 | -0.038 | 0.053 |
| 2014 | 0.062 | 0.032 | 0.039 | 0.030 |
| 2013 | 0.122 | 0.048 | 0.037 | 0.070 |
| 2012 | 0.072 | -0.014 | 0.052 | -0.010 |
| 2011 | -0.004 | -0.052 | -0.124 | 0.087 |
| 2010 | 0.055 | -0.101 | 0.011 | 0.078 |
| 2009 | -0.049 | 0.149 | 0.099 | 0.055 |
| 2008 | -0.191 | 0.008 | -0.174 | -0.155 |
| 2007 | 0.044 | 0.057 | -0.043 | 0.009 |
| 2006 | 0.067 | -0.036 | 0.027 | 0.096 |
| 2005 | 0.028 | 0.047 | 0.113 | 0.055 |
| 2004 | 0.033 | 0.000 | -0.014 | 0.042 |
| 2003 | -0.107 | 0.169 | 0.049 | 0.067 |
| 2002 | 0.056 | -0.124 | -0.225 | 0.040 |
| 2001 | -0.079 | 0.028 | -0.214 | 0.254 |
| 2000 | -0.135 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.040 |
| 5 years | 0.074 |
| 10 years | 0.053 |