Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.102 | 0 | 45 |
| 1 month | -0.105 | 0 | 62 |
| 3 months | -0.102 | 0 | 45 |
| 1 year | -0.056 | 0 | 83 |
| 3 years | 0.067 | 0 | 65 |
| 5 years | 0.128 | 0 | 55 |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.213 | — |
| 2023 | 0.158 | — |
| 2022 | -0.085 | — |
| 2021 | 0.236 | — |
| 2020 | 0.089 | — |
| 2019 | 0.350 | — |
| 2018 | 0.007 | — |
| 2017 | 0.138 | — |
| 2016 | 0.143 | — |
| 2015 | 0.086 | — |
| 2014 | 0.265 | — |
| 2013 | 0.238 | — |
| 2012 | 0.066 | — |
| 2011 | 0.000 | — |
| 2010 | 0.069 | — |
| 2009 | 0.279 | — |
| 2008 | -0.329 | — |
| 2007 | 0.084 | — |
| 2006 | 0.125 | — |
| 2005 | 0.244 | — |
| 2004 | 0.005 | — |
| 2003 | 0.052 | — |
| 2002 | -0.374 | — |
| 2001 | -0.093 | — |
| 2000 | -0.148 | — |
| 1999 | 0.320 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.102 | — | — | — |
| 2024 | 0.154 | 0.001 | 0.010 | 0.039 |
| 2023 | 0.074 | 0.108 | -0.055 | 0.030 |
| 2022 | -0.050 | -0.084 | -0.011 | 0.064 |
| 2021 | 0.081 | 0.029 | 0.021 | 0.088 |
| 2020 | -0.151 | 0.153 | 0.028 | 0.083 |
| 2019 | 0.164 | 0.039 | 0.054 | 0.059 |
| 2018 | 0.018 | 0.063 | 0.065 | -0.126 |
| 2017 | 0.054 | 0.003 | 0.024 | 0.052 |
| 2016 | -0.063 | 0.020 | 0.101 | 0.087 |
| 2015 | 0.128 | -0.052 | -0.065 | 0.086 |
| 2014 | 0.001 | 0.075 | 0.067 | 0.101 |
| 2013 | 0.070 | 0.058 | 0.004 | 0.088 |
| 2012 | 0.108 | -0.026 | -0.003 | -0.009 |
| 2011 | -0.059 | 0.015 | -0.019 | 0.067 |
| 2010 | 0.045 | -0.033 | -0.028 | 0.089 |
| 2009 | -0.022 | 0.123 | 0.064 | 0.094 |
| 2008 | -0.148 | -0.034 | -0.052 | -0.140 |
| 2007 | 0.042 | 0.076 | -0.006 | -0.028 |
| 2006 | 0.042 | -0.033 | 0.094 | 0.021 |
| 2005 | 0.042 | 0.095 | 0.037 | 0.051 |
| 2004 | 0.082 | -0.028 | -0.066 | 0.023 |
| 2003 | -0.057 | 0.056 | 0.007 | 0.048 |
| 2002 | -0.052 | -0.218 | -0.182 | 0.034 |
| 2001 | -0.096 | 0.085 | -0.186 | 0.137 |
| 2000 | -0.025 | -0.028 | 0.025 | -0.124 |
| 1999 | 0.071 | 0.011 | -0.045 | 0.277 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.056 |
| 3 years | 0.067 |
| 5 years | 0.128 |
| 10 years | 0.102 |