Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 88 |
| 1 month | -0.009 | 0 | 79 |
| 3 months | -0.039 | 0 | 88 |
| 1 year | 0.000 | 0 | 91 |
| 3 years | 0.081 | 0 | 62 |
| 5 years | 0.103 | 0 | 68 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.144 | — |
| 2022 | -0.171 | — |
| 2021 | 0.187 | — |
| 2020 | 0.042 | — |
| 2019 | 0.317 | — |
| 2018 | -0.216 | — |
| 2017 | 0.166 | — |
| 2016 | 0.141 | — |
| 2015 | 0.090 | — |
| 2014 | -0.058 | — |
| 2013 | 0.189 | — |
| 2012 | 0.241 | — |
| 2011 | -0.209 | — |
| 2010 | 0.240 | — |
| 2009 | 0.344 | — |
| 2008 | -0.456 | — |
| 2007 | 0.142 | — |
| 2006 | 0.223 | — |
| 2005 | 0.260 | — |
| 2004 | 0.076 | — |
| 2003 | 0.228 | — |
| 2002 | -0.322 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.125 | -0.056 | 0.027 | -0.013 |
| 2023 | 0.115 | 0.022 | -0.075 | 0.086 |
| 2022 | -0.125 | -0.129 | -0.065 | 0.162 |
| 2021 | 0.093 | 0.056 | -0.026 | 0.056 |
| 2020 | -0.276 | 0.184 | 0.051 | 0.155 |
| 2019 | 0.140 | 0.066 | 0.007 | 0.077 |
| 2018 | -0.050 | -0.017 | 0.001 | -0.161 |
| 2017 | 0.054 | -0.005 | 0.072 | 0.037 |
| 2016 | -0.031 | -0.051 | 0.127 | 0.102 |
| 2015 | 0.215 | -0.048 | -0.130 | 0.083 |
| 2014 | 0.010 | 0.014 | -0.080 | -0.001 |
| 2013 | 0.016 | -0.013 | 0.127 | 0.051 |
| 2012 | 0.159 | -0.112 | 0.085 | 0.111 |
| 2011 | -0.004 | 0.049 | -0.300 | 0.082 |
| 2010 | 0.042 | -0.038 | 0.086 | 0.138 |
| 2009 | -0.135 | 0.213 | 0.209 | 0.060 |
| 2008 | -0.158 | -0.041 | -0.171 | -0.188 |
| 2007 | 0.091 | 0.110 | -0.035 | -0.023 |
| 2006 | 0.113 | -0.074 | 0.079 | 0.100 |
| 2005 | 0.057 | 0.032 | 0.084 | 0.064 |
| 2004 | -0.008 | 0.056 | -0.027 | 0.056 |
| 2003 | -0.132 | 0.174 | 0.060 | 0.137 |
| 2002 | 0.074 | -0.113 | -0.309 | 0.030 |
| 2001 | -0.270 | 0.251 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | 0.067 |
| 5 years | 0.095 |
| 10 years | 0.045 |