Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 37 |
| 1 month | 0.011 | 0 | 66 |
| 3 months | 0.012 | 0 | 42 |
| 1 year | -0.050 | 0 | 84 |
| 3 years | 0.014 | 0 | 28 |
| 5 years | 0.080 | 0 | 42 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.064 | — |
| 2023 | 0.137 | — |
| 2022 | -0.173 | — |
| 2021 | 0.180 | — |
| 2020 | 0.088 | — |
| 2019 | 0.289 | — |
| 2018 | -0.209 | — |
| 2017 | 0.213 | — |
| 2016 | 0.012 | — |
| 2015 | 0.269 | — |
| 2014 | 0.054 | — |
| 2013 | 0.225 | — |
| 2012 | 0.226 | — |
| 2011 | -0.225 | — |
| 2010 | 0.151 | — |
| 2009 | 0.396 | — |
| 2008 | -0.456 | — |
| 2007 | -0.087 | — |
| 2006 | 0.371 | — |
| 2005 | 0.376 | — |
| 2004 | 0.204 | — |
| 2003 | 0.414 | — |
| 2002 | -0.190 | — |
| 2001 | -0.391 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | — | — | — |
| 2024 | 0.053 | -0.029 | -0.019 | -0.067 |
| 2023 | 0.090 | 0.015 | -0.040 | 0.071 |
| 2022 | -0.106 | -0.119 | -0.070 | 0.130 |
| 2021 | 0.068 | 0.083 | 0.000 | 0.021 |
| 2020 | -0.276 | 0.219 | 0.078 | 0.143 |
| 2019 | 0.110 | 0.072 | 0.022 | 0.061 |
| 2018 | -0.016 | 0.025 | -0.018 | -0.202 |
| 2017 | 0.083 | 0.052 | 0.058 | 0.006 |
| 2016 | -0.062 | -0.034 | 0.081 | 0.032 |
| 2015 | 0.248 | -0.012 | -0.032 | 0.064 |
| 2014 | 0.087 | -0.020 | -0.039 | 0.029 |
| 2013 | 0.035 | 0.003 | 0.097 | 0.075 |
| 2012 | 0.160 | -0.080 | 0.077 | 0.067 |
| 2011 | 0.020 | -0.006 | -0.247 | 0.015 |
| 2010 | 0.078 | -0.124 | 0.089 | 0.120 |
| 2009 | -0.062 | 0.225 | 0.223 | -0.008 |
| 2008 | -0.120 | -0.012 | -0.190 | -0.228 |
| 2007 | 0.076 | 0.073 | -0.107 | -0.114 |
| 2006 | 0.214 | -0.074 | 0.050 | 0.162 |
| 2005 | 0.106 | 0.088 | 0.159 | -0.014 |
| 2004 | 0.077 | 0.016 | -0.010 | 0.111 |
| 2003 | -0.092 | 0.214 | 0.143 | 0.123 |
| 2002 | 0.096 | -0.095 | -0.204 | 0.027 |
| 2001 | -0.235 | -0.076 | -0.258 | 0.161 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.074 |
| 3 years | 0.006 |
| 5 years | 0.074 |
| 10 years | 0.040 |