Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.109 | 0 | 99 |
| 1 month | -0.073 | 0 | 96 |
| 3 months | -0.109 | 0 | 99 |
| 1 year | -0.079 | 0 | 96 |
| 3 years | -0.068 | 0 | 92 |
| 5 years | 0.028 | 0 | 87 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.021 | — |
| 2022 | -0.273 | — |
| 2021 | 0.151 | — |
| 2020 | 0.007 | — |
| 2019 | 0.288 | — |
| 2018 | -0.192 | — |
| 2017 | 0.276 | — |
| 2016 | -0.029 | — |
| 2015 | 0.202 | — |
| 2014 | 0.040 | — |
| 2013 | 0.310 | — |
| 2012 | 0.274 | — |
| 2011 | -0.088 | — |
| 2010 | 0.272 | — |
| 2009 | 0.382 | — |
| 2008 | -0.305 | — |
| 2007 | 0.061 | — |
| 2006 | 0.286 | — |
| 2005 | 0.231 | — |
| 2004 | 0.196 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.109 | — | — | — |
| 2024 | 0.001 | 0.038 | 0.033 | -0.036 |
| 2023 | 0.013 | -0.017 | -0.043 | 0.071 |
| 2022 | -0.155 | -0.128 | -0.125 | 0.129 |
| 2021 | 0.051 | 0.064 | 0.045 | -0.016 |
| 2020 | -0.309 | 0.170 | 0.075 | 0.159 |
| 2019 | 0.086 | 0.070 | -0.006 | 0.115 |
| 2018 | -0.088 | 0.084 | -0.015 | -0.170 |
| 2017 | 0.065 | 0.072 | 0.051 | 0.063 |
| 2016 | -0.036 | -0.112 | 0.134 | 0 |
| 2015 | 0.093 | 0.051 | -0.009 | 0.055 |
| 2014 | 0.030 | -0.050 | 0.007 | 0.055 |
| 2013 | 0.124 | 0.004 | 0.084 | 0.070 |
| 2012 | 0.138 | -0.028 | 0.097 | 0.049 |
| 2011 | 0.012 | 0.027 | -0.158 | 0.042 |
| 2010 | 0.087 | -0.074 | 0.132 | 0.117 |
| 2009 | -0.019 | 0.163 | 0.207 | 0.004 |
| 2008 | -0.021 | -0.037 | -0.143 | -0.139 |
| 2007 | 0.056 | -0.012 | -0.012 | 0.030 |
| 2006 | 0.151 | -0.048 | 0.057 | 0.111 |
| 2005 | 0.006 | 0.030 | 0.083 | 0.097 |
| 2004 | 0.082 | 0.002 | -0.003 | 0.107 |
| 2003 | 0.054 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.107 |
| 3 years | -0.077 |
| 5 years | 0.022 |
| 10 years | 0.009 |