Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.152 | 0 | — |
| 1 month | -0.035 | 0 | — |
| 3 months | -0.166 | 0 | — |
| 1 year | 0.021 | 0 | — |
| 3 years | 0.089 | 0 | — |
| 5 years | 0.136 | 0 | — |
| 10 years | 0.132 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.296 | — |
| 2023 | 0.367 | — |
| 2022 | -0.246 | — |
| 2021 | 0.341 | — |
| 2020 | 0.280 | — |
| 2019 | 0.431 | — |
| 2018 | -0.030 | — |
| 2017 | 0.131 | — |
| 2016 | 0.117 | — |
| 2015 | 0.117 | — |
| 2014 | 0.252 | — |
| 2013 | 0.202 | — |
| 2012 | 0.060 | — |
| 2011 | -0.041 | — |
| 2010 | 0.162 | — |
| 2009 | 0.337 | — |
| 2008 | -0.387 | — |
| 2007 | 0.042 | — |
| 2006 | 0.042 | — |
| 2005 | 0.137 | — |
| 2004 | -0.026 | — |
| 2003 | 0.166 | — |
| 2002 | -0.432 | — |
| 2001 | -0.367 | — |
| 2000 | -0.270 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.121 | — | — | — |
| 2024 | 0.110 | 0.092 | -0.029 | 0.101 |
| 2023 | 0.157 | 0.102 | -0.013 | 0.086 |
| 2022 | -0.058 | -0.147 | -0.015 | -0.047 |
| 2021 | 0.063 | 0.089 | 0.035 | 0.119 |
| 2020 | -0.114 | 0.256 | 0.074 | 0.071 |
| 2019 | 0.189 | 0.042 | 0.056 | 0.093 |
| 2018 | -0.005 | 0.087 | 0.061 | -0.154 |
| 2017 | 0.084 | -0.039 | 0.035 | 0.049 |
| 2016 | -0.020 | 0.000 | 0.077 | 0.058 |
| 2015 | 0.112 | -0.029 | -0.066 | 0.108 |
| 2014 | 0.009 | 0.049 | 0.104 | 0.072 |
| 2013 | 0.076 | -0.004 | 0.033 | 0.086 |
| 2012 | 0.109 | -0.021 | 0.039 | -0.060 |
| 2011 | -0.029 | -0.046 | -0.037 | 0.075 |
| 2010 | 0.069 | -0.039 | 0.026 | 0.103 |
| 2009 | 0.020 | 0.109 | 0.095 | 0.080 |
| 2008 | -0.203 | -0.004 | -0.058 | -0.182 |
| 2007 | -0.021 | 0.090 | 0.015 | -0.037 |
| 2006 | 0.020 | -0.101 | 0.091 | 0.043 |
| 2005 | -0.023 | 0.075 | 0.051 | 0.029 |
| 2004 | 0.014 | -0.006 | -0.081 | 0.052 |
| 2003 | -0.086 | 0.132 | 0.071 | 0.052 |
| 2002 | -0.079 | -0.317 | -0.223 | 0.161 |
| 2001 | -0.232 | 0.049 | -0.306 | 0.130 |
| 2000 | 0.264 | -0.137 | 0.018 | -0.343 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.089 |
| 5 years | 0.136 |
| 10 years | 0.132 |