Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 85 |
| 1 month | 0.019 | 0 | 60 |
| 3 months | -0.065 | 0 | 74 |
| 1 year | -0.057 | 0 | 70 |
| 3 years | 0.021 | 0 | 50 |
| 5 years | 0.088 | 0 | 34 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.034 | — |
| 2023 | 0.016 | — |
| 2022 | -0.116 | — |
| 2021 | 0.289 | — |
| 2020 | 0.137 | — |
| 2019 | 0.338 | — |
| 2018 | -0.023 | — |
| 2017 | 0.075 | — |
| 2016 | 0.195 | — |
| 2015 | 0.117 | — |
| 2014 | 0.114 | — |
| 2013 | 0.355 | — |
| 2012 | 0.141 | — |
| 2011 | -0.273 | — |
| 2010 | 0.144 | — |
| 2009 | 0.365 | — |
| 2008 | -0.410 | — |
| 2007 | 0.142 | — |
| 2006 | 0.252 | — |
| 2005 | 0.437 | — |
| 2004 | 0.185 | — |
| 2003 | 0.239 | — |
| 2002 | -0.164 | — |
| 2001 | -0.122 | — |
| 2000 | -0.174 | — |
| 1999 | 0.517 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.062 | 0.027 | 0.010 | -0.061 |
| 2023 | 0.050 | 0.018 | -0.084 | 0.038 |
| 2022 | -0.118 | -0.070 | -0.079 | 0.170 |
| 2021 | 0.146 | 0.068 | -0.027 | 0.082 |
| 2020 | -0.200 | 0.134 | 0.155 | 0.086 |
| 2019 | 0.157 | 0.046 | 0.033 | 0.070 |
| 2018 | 0.064 | 0.086 | -0.010 | -0.146 |
| 2017 | 0.015 | 0.081 | 0 | -0.020 |
| 2016 | -0.024 | 0.042 | 0.137 | 0.034 |
| 2015 | 0.159 | -0.060 | -0.053 | 0.083 |
| 2014 | -0.001 | 0.080 | -0.030 | 0.065 |
| 2013 | 0.038 | 0.034 | 0.136 | 0.111 |
| 2012 | 0.158 | -0.123 | 0.037 | 0.084 |
| 2011 | 0.004 | -0.038 | -0.236 | -0.014 |
| 2010 | 0.061 | -0.080 | 0.092 | 0.074 |
| 2009 | -0.101 | 0.307 | 0.119 | 0.038 |
| 2008 | -0.091 | -0.068 | -0.173 | -0.158 |
| 2007 | 0.115 | 0.107 | -0.001 | -0.073 |
| 2006 | 0.188 | -0.101 | 0.051 | 0.116 |
| 2005 | 0.111 | 0.143 | 0.110 | 0.019 |
| 2004 | 0.087 | 0.001 | 0.007 | 0.083 |
| 2003 | -0.089 | 0.114 | 0.078 | 0.132 |
| 2002 | 0.018 | -0.094 | -0.176 | 0.102 |
| 2001 | -0.189 | 0.062 | -0.139 | 0.184 |
| 2000 | -0.030 | -0.049 | -0.082 | -0.024 |
| 1999 | -0.006 | 0.124 | -0.050 | 0.429 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.057 |
| 3 years | 0.021 |
| 5 years | 0.088 |
| 10 years | 0.083 |