Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.081 | 0 | 92 |
| 1 month | -0.057 | 0 | 98 |
| 3 months | -0.090 | 0 | 86 |
| 1 year | -0.058 | 0 | 98 |
| 3 years | 0.003 | 0 | 85 |
| 5 years | 0.034 | 0 | 66 |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.058 | — |
| 2022 | -0.055 | — |
| 2021 | 0.114 | — |
| 2020 | -0.020 | — |
| 2019 | 0.156 | — |
| 2018 | -0.123 | — |
| 2017 | 0.132 | — |
| 2016 | -0.038 | — |
| 2015 | -0.024 | — |
| 2014 | 0.086 | — |
| 2013 | 0.141 | — |
| 2012 | 0.063 | — |
| 2011 | -0.134 | — |
| 2010 | 0.121 | — |
| 2009 | 0.285 | — |
| 2008 | -0.114 | — |
| 2007 | 0.039 | — |
| 2006 | 0.108 | — |
| 2005 | 0.217 | — |
| 2004 | 0.115 | — |
| 2003 | 0.086 | — |
| 2002 | -0.332 | — |
| 2001 | -0.200 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.063 | 0.013 | -0.010 | 0.017 |
| 2023 | -0.001 | 0.035 | 0 | 0.023 |
| 2022 | -0.003 | -0.035 | 0.005 | -0.023 |
| 2021 | 0.041 | 0.030 | 0.002 | 0.037 |
| 2020 | -0.121 | 0.056 | 0.020 | 0.035 |
| 2019 | 0.080 | 0.017 | 0.037 | 0.015 |
| 2018 | -0.021 | -0.016 | -0.005 | -0.085 |
| 2017 | 0.039 | 0.040 | 0.009 | 0.039 |
| 2016 | -0.038 | -0.018 | 0.018 | 0 |
| 2015 | 0.096 | -0.030 | -0.088 | 0.007 |
| 2014 | 0.012 | 0.043 | 0.012 | 0.016 |
| 2013 | 0.068 | -0.032 | 0.058 | 0.042 |
| 2012 | 0.044 | -0.019 | 0.024 | 0.014 |
| 2011 | -0.055 | -0.020 | -0.069 | 0.004 |
| 2010 | 0.069 | 0.008 | -0.027 | 0.069 |
| 2009 | -0.043 | 0.167 | 0.105 | 0.040 |
| 2008 | -0.060 | -0.025 | -0.021 | -0.012 |
| 2007 | 0.026 | 0.060 | -0.038 | -0.007 |
| 2006 | 0.062 | -0.085 | 0.063 | 0.072 |
| 2005 | 0.010 | 0.077 | 0.114 | 0.004 |
| 2004 | 0.054 | -0.002 | -0.004 | 0.063 |
| 2003 | -0.078 | 0.089 | 0.050 | 0.030 |
| 2002 | -0.001 | -0.216 | -0.130 | -0.018 |
| 2001 | -0.115 | 0.036 | -0.256 | 0.173 |
| 2000 | -0.065 | 0.069 | -0.188 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.096 |
| 3 years | -0.011 |
| 5 years | 0.025 |
| 10 years | 0.003 |