Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 12 |
| 1 month | -0.056 | 0 | 15 |
| 3 months | -0.010 | 0 | 7 |
| 1 year | -0.056 | 0 | 28 |
| 3 years | 0.022 | 0 | 63 |
| 5 years | 0.090 | 0 | 97 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.038 | — |
| 2023 | 0.063 | — |
| 2022 | 0.098 | — |
| 2021 | 0.060 | — |
| 2020 | -0.023 | — |
| 2019 | 0.166 | — |
| 2018 | -0.049 | — |
| 2017 | 0.046 | — |
| 2016 | 0.115 | — |
| 2015 | 0.016 | — |
| 2014 | -0.130 | — |
| 2013 | 0.062 | — |
| 2012 | -0.021 | — |
| 2011 | 0.018 | — |
| 2010 | 0.025 | — |
| 2009 | 0.276 | — |
| 2008 | -0.381 | — |
| 2007 | 0.084 | — |
| 2006 | 0.055 | — |
| 2005 | 0.316 | — |
| 2004 | 0.121 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.094 | — | — | — |
| 2024 | 0.020 | 0.018 | -0.035 | -0.041 |
| 2023 | -0.023 | -0.003 | 0.079 | 0.012 |
| 2022 | 0.064 | -0.019 | -0.043 | 0.099 |
| 2021 | 0.011 | -0.007 | 0.043 | 0.012 |
| 2020 | -0.227 | 0.049 | -0.026 | 0.237 |
| 2019 | 0.136 | -0.017 | 0.014 | 0.029 |
| 2018 | -0.032 | 0.121 | 0.025 | -0.144 |
| 2017 | 0.014 | -0.040 | 0.051 | 0.023 |
| 2016 | -0.027 | 0.072 | 0.002 | 0.065 |
| 2015 | 0.082 | 0.010 | -0.115 | 0.051 |
| 2014 | 0.007 | 0.116 | -0.055 | -0.181 |
| 2013 | -0.002 | -0.042 | 0.060 | 0.047 |
| 2012 | 0.024 | -0.057 | 0.059 | -0.043 |
| 2011 | 0.050 | -0.070 | -0.122 | 0.188 |
| 2010 | 0.008 | -0.167 | 0.093 | 0.117 |
| 2009 | -0.056 | 0.166 | 0.073 | 0.080 |
| 2008 | -0.188 | 0.144 | -0.239 | -0.125 |
| 2007 | -0.024 | 0.131 | -0.031 | 0.013 |
| 2006 | 0.057 | -0.027 | -0.023 | 0.050 |
| 2005 | 0.113 | 0.118 | 0.130 | -0.064 |
| 2004 | 0.028 | 0.080 | 0.029 | -0.019 |
| 2003 | 0.086 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.075 |
| 3 years | 0.015 |
| 5 years | 0.085 |
| 10 years | 0.027 |