Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.115 | 0 | 58 |
| 1 month | -0.071 | 0 | 100 |
| 3 months | -0.132 | 0 | 37 |
| 1 year | -0.038 | 0 | 79 |
| 3 years | 0.011 | 0 | 86 |
| 5 years | 0.064 | 0 | 78 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.176 | — |
| 2023 | 0.075 | — |
| 2022 | -0.160 | — |
| 2021 | 0.137 | — |
| 2020 | 0.137 | — |
| 2019 | 0.256 | — |
| 2018 | -0.118 | — |
| 2017 | 0.120 | — |
| 2016 | 0.022 | — |
| 2015 | 0.101 | — |
| 2014 | 0.142 | — |
| 2013 | 0.096 | — |
| 2012 | 0.133 | — |
| 2011 | -0.156 | — |
| 2010 | 0.179 | — |
| 2009 | 0.396 | — |
| 2008 | -0.504 | — |
| 2007 | 0.145 | — |
| 2006 | 0.059 | — |
| 2005 | 0.366 | — |
| 2004 | 0.107 | — |
| 2003 | 0.124 | — |
| 2002 | -0.297 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.103 | 0.025 | -0.019 | 0.060 |
| 2023 | 0.017 | 0.033 | -0.020 | 0.045 |
| 2022 | -0.058 | -0.095 | 0.001 | -0.015 |
| 2021 | 0.035 | 0.060 | -0.004 | 0.040 |
| 2020 | -0.200 | 0.184 | 0.057 | 0.136 |
| 2019 | 0.148 | 0.011 | 0.018 | 0.063 |
| 2018 | -0.008 | 0.034 | 0.008 | -0.148 |
| 2017 | 0.057 | 0.005 | 0.016 | 0.038 |
| 2016 | -0.061 | 0.013 | 0.063 | 0.011 |
| 2015 | 0.158 | -0.005 | -0.122 | 0.089 |
| 2014 | 0.008 | 0.046 | 0.044 | 0.037 |
| 2013 | 0.067 | -0.048 | 0.046 | 0.032 |
| 2012 | 0.098 | -0.035 | 0.062 | 0.007 |
| 2011 | -0.049 | -0.044 | -0.123 | 0.059 |
| 2010 | 0.065 | -0.017 | 0.024 | 0.100 |
| 2009 | 0.009 | 0.161 | 0.119 | 0.065 |
| 2008 | -0.165 | 0.017 | -0.171 | -0.295 |
| 2007 | 0.022 | 0.085 | 0.033 | -0.001 |
| 2006 | 0.053 | -0.098 | 0.051 | 0.061 |
| 2005 | 0.056 | 0.093 | 0.110 | 0.066 |
| 2004 | 0.084 | -0.038 | 0.034 | 0.026 |
| 2003 | -0.072 | 0.096 | 0.064 | 0.038 |
| 2002 | 0.013 | -0.188 | -0.135 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.076 |
| 3 years | -0.003 |
| 5 years | 0.056 |
| 10 years | 0.033 |