Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 70 |
| 1 month | -0.003 | 0 | 61 |
| 3 months | -0.060 | 0 | 74 |
| 1 year | 0.016 | 0 | 66 |
| 3 years | 0.069 | 0 | 63 |
| 5 years | 0.064 | 0 | 80 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.153 | — |
| 2022 | -0.134 | — |
| 2021 | 0.084 | — |
| 2020 | 0.081 | — |
| 2019 | 0.229 | — |
| 2018 | -0.096 | — |
| 2017 | 0.100 | — |
| 2016 | 0.061 | — |
| 2015 | 0.199 | — |
| 2014 | 0.101 | — |
| 2013 | 0.202 | — |
| 2012 | 0.060 | — |
| 2011 | -0.146 | — |
| 2010 | 0.220 | — |
| 2009 | 0.051 | — |
| 2008 | -0.272 | — |
| 2007 | -0.163 | — |
| 2006 | -0.041 | — |
| 2005 | 0.428 | — |
| 2004 | 0.013 | — |
| 2003 | 0.103 | — |
| 2002 | -0.258 | — |
| 2001 | -0.274 | — |
| 2000 | -0.331 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.126 | -0.040 | 0.014 | 0.043 |
| 2023 | 0.045 | 0.050 | 0.011 | 0.039 |
| 2022 | -0.061 | -0.092 | -0.015 | 0.031 |
| 2021 | 0.054 | -0.014 | 0.070 | -0.025 |
| 2020 | -0.122 | 0.097 | 0.018 | 0.103 |
| 2019 | 0.095 | -0.003 | 0.072 | 0.050 |
| 2018 | -0.025 | 0.032 | 0.043 | -0.138 |
| 2017 | 0.033 | -0.010 | 0.003 | 0.073 |
| 2016 | -0.107 | 0.043 | 0.074 | 0.061 |
| 2015 | 0.240 | -0.016 | -0.114 | 0.110 |
| 2014 | -0.056 | 0.076 | 0.061 | 0.022 |
| 2013 | 0.147 | 0.028 | 0.023 | -0.003 |
| 2012 | 0.089 | -0.027 | -0.034 | 0.035 |
| 2011 | -0.107 | -0.023 | -0.012 | -0.010 |
| 2010 | 0.150 | -0.031 | -0.046 | 0.148 |
| 2009 | -0.115 | 0.156 | 0.014 | 0.013 |
| 2008 | -0.140 | 0.046 | -0.092 | -0.109 |
| 2007 | 0.012 | -0.014 | -0.073 | -0.095 |
| 2006 | 0.023 | -0.085 | -0.003 | 0.029 |
| 2005 | 0.017 | 0.041 | 0.192 | 0.131 |
| 2004 | 0.151 | -0.034 | -0.099 | 0.012 |
| 2003 | -0.140 | 0.072 | 0.186 | 0.008 |
| 2002 | 0.043 | -0.086 | -0.132 | -0.103 |
| 2001 | -0.037 | 0.038 | -0.254 | -0.028 |
| 2000 | 0.040 | -0.144 | -0.012 | -0.239 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.069 |
| 5 years | 0.064 |
| 10 years | 0.050 |