Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 49 |
| 1 month | -0.047 | 0 | 75 |
| 3 months | 0.004 | 0 | 49 |
| 1 year | 0.044 | 0 | 23 |
| 3 years | 0.013 | 0 | 26 |
| 5 years | 0.139 | 0 | 14 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.078 | — |
| 2022 | -0.196 | — |
| 2021 | 0.237 | — |
| 2020 | 0.122 | — |
| 2019 | 0.152 | — |
| 2018 | -0.178 | — |
| 2017 | 0.147 | — |
| 2016 | -0.076 | — |
| 2015 | 0.252 | — |
| 2014 | 0.001 | — |
| 2013 | 0.351 | — |
| 2012 | 0.230 | — |
| 2011 | -0.154 | — |
| 2010 | 0.262 | — |
| 2009 | 0.542 | — |
| 2008 | -0.629 | — |
| 2007 | -0.044 | — |
| 2006 | 0.327 | — |
| 2005 | 0.384 | — |
| 2004 | 0.214 | — |
| 2003 | 0.168 | — |
| 2002 | -0.356 | — |
| 2001 | -0.379 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | 0.064 | 0.039 | 0.036 | -0.035 |
| 2023 | 0.085 | -0.012 | -0.075 | 0.087 |
| 2022 | -0.075 | -0.148 | -0.109 | 0.145 |
| 2021 | 0.144 | 0.029 | 0.012 | 0.038 |
| 2020 | -0.305 | 0.213 | 0.077 | 0.235 |
| 2019 | 0.088 | -0.007 | -0.007 | 0.074 |
| 2018 | -0.038 | 0.031 | 0.000 | -0.172 |
| 2017 | 0.050 | 0.026 | 0.055 | 0.008 |
| 2016 | -0.105 | -0.072 | 0.057 | 0.052 |
| 2015 | 0.172 | 0.036 | -0.040 | 0.074 |
| 2014 | 0.074 | 0.002 | -0.066 | -0.004 |
| 2013 | 0.084 | -0.004 | 0.125 | 0.112 |
| 2012 | 0.168 | -0.078 | 0.091 | 0.047 |
| 2011 | 0.006 | -0.023 | -0.188 | 0.060 |
| 2010 | 0.055 | -0.051 | 0.067 | 0.181 |
| 2009 | -0.076 | 0.339 | 0.159 | 0.074 |
| 2008 | -0.188 | -0.004 | -0.281 | -0.363 |
| 2007 | 0.080 | 0.045 | -0.077 | -0.082 |
| 2006 | 0.169 | -0.044 | 0.048 | 0.133 |
| 2005 | 0.103 | 0.097 | 0.126 | 0.016 |
| 2004 | 0.087 | 0.029 | -0.005 | 0.091 |
| 2003 | -0.142 | 0.219 | 0.072 | 0.042 |
| 2002 | 0.015 | -0.112 | -0.255 | -0.041 |
| 2001 | -0.233 | -0.039 | -0.310 | 0.220 |
| 2000 | -0.286 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.003 |
| 5 years | 0.132 |
| 10 years | 0.033 |