Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 98 |
| 1 month | -0.018 | 0 | 96 |
| 3 months | -0.033 | 0 | 98 |
| 1 year | 0.024 | 0 | 97 |
| 3 years | 0.023 | 0 | 63 |
| 5 years | 0.024 | 0 | 26 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.048 | — |
| 2023 | 0.078 | — |
| 2022 | -0.084 | — |
| 2021 | -0.026 | — |
| 2020 | -0.002 | — |
| 2019 | 0.102 | — |
| 2018 | -0.074 | — |
| 2017 | 0.045 | — |
| 2016 | 0.102 | — |
| 2015 | 0.021 | — |
| 2014 | 0.051 | — |
| 2013 | -0.049 | — |
| 2012 | 0.193 | — |
| 2011 | -0.031 | — |
| 2010 | 0.208 | — |
| 2009 | 0.398 | — |
| 2008 | -0.245 | — |
| 2007 | 0.023 | — |
| 2006 | 0.028 | — |
| 2005 | 0.213 | — |
| 2004 | 0.105 | — |
| 2003 | 0.304 | — |
| 2002 | 0.154 | — |
| 2001 | 0.050 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.020 | -0.008 | 0.031 | 0.005 |
| 2023 | 0.009 | 0.021 | -0.012 | 0.060 |
| 2022 | -0.040 | -0.064 | -0.015 | 0.035 |
| 2021 | -0.032 | 0.025 | -0.009 | -0.010 |
| 2020 | -0.150 | 0.109 | -0.001 | 0.060 |
| 2019 | 0.050 | 0.026 | 0.016 | 0.007 |
| 2018 | -0.008 | -0.052 | -0.002 | -0.013 |
| 2017 | 0.045 | -0.011 | 0.012 | 0.000 |
| 2016 | 0.027 | 0.049 | 0.030 | -0.008 |
| 2015 | 0.085 | -0.026 | -0.053 | 0.020 |
| 2014 | 0.010 | 0.041 | 0.019 | -0.019 |
| 2013 | 0.015 | -0.050 | -0.018 | 0.004 |
| 2012 | 0.069 | 0.022 | 0.059 | 0.031 |
| 2011 | -0.002 | 0.001 | -0.056 | 0.028 |
| 2010 | 0.132 | 0.028 | 0.032 | 0.005 |
| 2009 | 0.054 | 0.096 | 0.164 | 0.040 |
| 2008 | -0.053 | 0.057 | -0.005 | -0.242 |
| 2007 | 0.006 | 0.008 | -0.008 | 0.017 |
| 2006 | 0.029 | -0.061 | 0.042 | 0.021 |
| 2005 | 0.033 | 0.110 | 0.060 | -0.002 |
| 2004 | 0.015 | -0.031 | 0.070 | 0.050 |
| 2003 | 0.079 | 0.108 | 0.021 | 0.068 |
| 2002 | 0.093 | -0.048 | -0.005 | 0.115 |
| 2001 | 0.034 | 0.038 | -0.064 | 0.046 |
| 2000 | -0.008 | 0.040 | 0.003 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.007 |
| 5 years | 0.014 |
| 10 years | 0.004 |