Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.076 | 0 | — |
| 1 month | -0.010 | 0 | — |
| 3 months | -0.102 | 0 | — |
| 1 year | 0.048 | 0 | — |
| 3 years | 0.053 | 0 | — |
| 5 years | 0.099 | 0 | — |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.185 | — |
| 2022 | -0.209 | — |
| 2021 | 0.217 | — |
| 2020 | 0.156 | — |
| 2019 | 0.206 | — |
| 2018 | -0.082 | — |
| 2017 | 0.185 | — |
| 2016 | 0.082 | — |
| 2015 | 0.042 | — |
| 2014 | 0.093 | — |
| 2013 | 0.224 | — |
| 2012 | 0.142 | — |
| 2011 | -0.014 | — |
| 2010 | 0.186 | — |
| 2009 | 0.222 | — |
| 2008 | -0.369 | — |
| 2007 | -0.024 | — |
| 2006 | 0.079 | — |
| 2005 | 0.260 | — |
| 2004 | 0.051 | — |
| 2003 | 0.114 | — |
| 2002 | -0.379 | — |
| 2001 | -0.194 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | — | — | — |
| 2024 | 0.086 | 0.012 | 0.035 | 0.031 |
| 2023 | 0.046 | 0.073 | -0.043 | 0.104 |
| 2022 | -0.052 | -0.167 | -0.038 | 0.042 |
| 2021 | 0.048 | 0.071 | 0.012 | 0.071 |
| 2020 | -0.212 | 0.195 | 0.094 | 0.122 |
| 2019 | 0.105 | 0.023 | 0.006 | 0.060 |
| 2018 | -0.025 | 0.046 | 0.071 | -0.160 |
| 2017 | 0.065 | 0.028 | 0.026 | 0.055 |
| 2016 | -0.013 | 0.007 | 0.046 | 0.041 |
| 2015 | 0.047 | -0.004 | -0.074 | 0.078 |
| 2014 | -0.013 | 0.055 | 0.013 | 0.036 |
| 2013 | 0.100 | 0.004 | 0.031 | 0.075 |
| 2012 | 0.111 | -0.028 | 0.064 | -0.006 |
| 2011 | 0.023 | 0.003 | -0.130 | 0.105 |
| 2010 | 0.066 | -0.087 | 0.086 | 0.122 |
| 2009 | -0.103 | 0.129 | 0.146 | 0.053 |
| 2008 | -0.177 | 0.019 | -0.084 | -0.179 |
| 2007 | 0.016 | 0.051 | -0.033 | -0.055 |
| 2006 | 0.050 | -0.059 | 0.049 | 0.041 |
| 2005 | 0.046 | 0.058 | 0.090 | 0.045 |
| 2004 | 0.027 | 0.007 | -0.019 | 0.037 |
| 2003 | -0.096 | 0.122 | 0.019 | 0.078 |
| 2002 | 0.009 | -0.207 | -0.243 | 0.025 |
| 2001 | -0.117 | 0.026 | -0.211 | 0.128 |
| 2000 | -0.086 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.045 |
| 5 years | 0.095 |
| 10 years | 0.070 |