Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.117 | 0 | 78 |
| 1 month | -0.107 | 0 | 94 |
| 3 months | -0.117 | 0 | 78 |
| 1 year | -0.085 | 0 | 33 |
| 3 years | -0.010 | 0 | 11 |
| 5 years | 0.152 | 0 | 13 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.090 | — |
| 2022 | -0.164 | — |
| 2021 | 0.269 | — |
| 2020 | 0.456 | — |
| 2019 | 0.428 | — |
| 2018 | -0.125 | — |
| 2017 | 0.183 | — |
| 2016 | 0.060 | — |
| 2015 | 0.093 | — |
| 2014 | 0.112 | — |
| 2013 | 0.065 | — |
| 2012 | 0.014 | — |
| 2011 | -0.144 | — |
| 2010 | -0.081 | — |
| 2009 | 0.776 | — |
| 2008 | -0.546 | — |
| 2007 | 0.556 | — |
| 2006 | 0.129 | — |
| 2005 | 0.263 | — |
| 2004 | 0.076 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.117 | — | — | — |
| 2024 | 0.061 | 0.019 | 0.015 | 0.002 |
| 2023 | 0.124 | 0.031 | -0.103 | 0.049 |
| 2022 | -0.089 | -0.137 | 0.041 | 0.021 |
| 2021 | 0.077 | 0.055 | 0.013 | 0.104 |
| 2020 | -0.195 | 0.284 | 0.069 | 0.318 |
| 2019 | 0.174 | 0.050 | 0.072 | 0.082 |
| 2018 | -0.002 | 0.020 | -0.042 | -0.103 |
| 2017 | 0.069 | -0.020 | 0.078 | 0.049 |
| 2016 | -0.066 | -0.006 | 0.083 | 0.054 |
| 2015 | 0.197 | -0.073 | -0.155 | 0.166 |
| 2014 | 0.072 | 0.038 | -0.012 | 0.012 |
| 2013 | 0.068 | -0.064 | 0.035 | 0.030 |
| 2012 | 0.078 | 0.013 | -0.023 | -0.049 |
| 2011 | 0.077 | -0.100 | -0.176 | 0.072 |
| 2010 | -0.024 | -0.118 | 0.089 | -0.020 |
| 2009 | -0.042 | 0.424 | 0.107 | 0.175 |
| 2008 | -0.282 | 0.161 | -0.146 | -0.362 |
| 2007 | 0.122 | 0.165 | 0.074 | 0.109 |
| 2006 | 0.179 | -0.081 | -0.017 | 0.061 |
| 2005 | 0.054 | 0.094 | 0.130 | -0.030 |
| 2004 | 0.093 | 0.014 | -0.069 | 0.042 |
| 2003 | 0.063 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.131 |
| 3 years | -0.027 |
| 5 years | 0.140 |
| 10 years | 0.083 |