Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 60 |
| 1 month | 0.037 | 0 | 6 |
| 3 months | -0.061 | 0 | 69 |
| 1 year | -0.013 | 0 | 70 |
| 3 years | -0.050 | 0 | 95 |
| 5 years | 0.000 | 0 | 96 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.042 | — |
| 2023 | 0.099 | — |
| 2022 | -0.378 | — |
| 2021 | 0.198 | — |
| 2020 | 0.204 | — |
| 2019 | 0.390 | — |
| 2018 | -0.056 | — |
| 2017 | 0.265 | — |
| 2016 | -0.043 | — |
| 2015 | 0.310 | — |
| 2014 | 0.074 | — |
| 2013 | 0.235 | — |
| 2012 | 0.339 | — |
| 2011 | -0.052 | — |
| 2010 | 0.198 | — |
| 2009 | 0.319 | — |
| 2008 | -0.370 | — |
| 2007 | 0.004 | — |
| 2006 | 0.139 | — |
| 2005 | 0.185 | — |
| 2004 | 0.157 | — |
| 2003 | 0.137 | — |
| 2002 | -0.310 | — |
| 2001 | -0.110 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.016 | -0.030 | 0.028 | -0.054 |
| 2023 | 0.088 | 0.044 | -0.102 | 0.077 |
| 2022 | -0.195 | -0.182 | -0.132 | 0.089 |
| 2021 | 0.027 | 0.067 | 0.040 | 0.051 |
| 2020 | -0.149 | 0.214 | 0.103 | 0.057 |
| 2019 | 0.225 | 0.023 | 0.027 | 0.079 |
| 2018 | 0.006 | 0.151 | 0.027 | -0.206 |
| 2017 | 0.101 | 0.031 | 0.040 | 0.072 |
| 2016 | -0.092 | 0.027 | 0.050 | -0.022 |
| 2015 | 0.167 | 0.027 | -0.013 | 0.107 |
| 2014 | 0.044 | -0.001 | -0.040 | 0.072 |
| 2013 | 0.132 | -0.010 | 0.075 | 0.025 |
| 2012 | 0.136 | 0.007 | 0.095 | 0.069 |
| 2011 | 0.011 | 0.029 | -0.108 | 0.021 |
| 2010 | 0.046 | -0.013 | 0.068 | 0.087 |
| 2009 | -0.039 | 0.189 | 0.127 | 0.024 |
| 2008 | -0.118 | -0.048 | -0.031 | -0.226 |
| 2007 | 0.055 | 0.026 | -0.019 | -0.055 |
| 2006 | 0.073 | -0.027 | 0.026 | 0.064 |
| 2005 | 0.038 | 0.048 | 0.080 | 0.009 |
| 2004 | 0.087 | 0.036 | -0.013 | 0.041 |
| 2003 | -0.085 | 0.120 | 0.068 | 0.038 |
| 2002 | 0.014 | -0.151 | -0.180 | -0.021 |
| 2001 | -0.074 | 0.041 | -0.185 | 0.133 |
| 2000 | 0.075 | -0.071 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | -0.057 |
| 5 years | -0.004 |
| 10 years | 0.050 |