Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 99 |
| 1 month | -0.024 | 0 | 89 |
| 3 months | -0.038 | 0 | 100 |
| 1 year | -0.126 | 0 | 99 |
| 3 years | 0.202 | 0 | 1 |
| 5 years | 0.149 | 0 | 7 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.046 | — |
| 2023 | 0.396 | — |
| 2022 | 0.080 | — |
| 2021 | -0.045 | — |
| 2020 | 0.272 | — |
| 2019 | -0.031 | — |
| 2018 | -0.099 | — |
| 2017 | 0.036 | — |
| 2016 | -0.187 | — |
| 2015 | 0.019 | — |
| 2014 | 0.009 | — |
| 2013 | 0.413 | — |
| 2012 | 0.272 | — |
| 2011 | -0.049 | — |
| 2010 | -0.009 | — |
| 2009 | 0.347 | — |
| 2008 | -0.440 | — |
| 2007 | -0.151 | — |
| 2006 | 0.107 | — |
| 2005 | 0.113 | — |
| 2004 | 0.136 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | — | — | — |
| 2024 | 0.110 | -0.083 | -0.070 | 0.008 |
| 2023 | 0.249 | -0.003 | -0.030 | 0.156 |
| 2022 | -0.171 | -0.181 | 0.310 | 0.215 |
| 2021 | 0.012 | -0.018 | 0.051 | -0.085 |
| 2020 | -0.215 | 0.162 | -0.045 | 0.460 |
| 2019 | 0.041 | -0.105 | -0.031 | 0.074 |
| 2018 | -0.001 | 0.063 | -0.019 | -0.136 |
| 2017 | 0.010 | 0.072 | -0.050 | 0.008 |
| 2016 | -0.137 | -0.109 | 0.063 | -0.005 |
| 2015 | 0.057 | 0.041 | -0.018 | -0.056 |
| 2014 | 0.127 | -0.012 | 0.029 | -0.119 |
| 2013 | 0.130 | 0.098 | 0.052 | 0.083 |
| 2012 | 0.089 | 0.009 | 0.053 | 0.100 |
| 2011 | -0.035 | 0.029 | -0.028 | -0.014 |
| 2010 | -0.035 | -0.027 | 0.096 | -0.037 |
| 2009 | 0.006 | 0.189 | 0.042 | 0.081 |
| 2008 | -0.038 | -0.103 | -0.162 | -0.225 |
| 2007 | -0.030 | -0.015 | -0.074 | -0.041 |
| 2006 | 0.051 | -0.039 | 0.076 | 0.018 |
| 2005 | 0.037 | 0.054 | -0.009 | 0.027 |
| 2004 | 0.065 | -0.002 | 0.017 | 0.052 |
| 2003 | 0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.126 |
| 3 years | 0.202 |
| 5 years | 0.149 |
| 10 years | 0.017 |