Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 79 |
| 1 month | 0.051 | 0 | 6 |
| 3 months | 0.011 | 0 | 80 |
| 1 year | -0.006 | 0 | 72 |
| 3 years | -0.044 | 0 | 61 |
| 5 years | 0.012 | 0 | 82 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.056 | — |
| 2023 | 0.143 | — |
| 2022 | -0.354 | — |
| 2021 | 0.076 | — |
| 2020 | 0.129 | — |
| 2019 | 0.294 | — |
| 2018 | -0.180 | — |
| 2017 | 0.259 | — |
| 2016 | 0.010 | — |
| 2015 | 0.206 | — |
| 2014 | 0.034 | — |
| 2013 | 0.408 | — |
| 2012 | 0.301 | — |
| 2011 | -0.140 | — |
| 2010 | 0.375 | — |
| 2009 | 0.383 | — |
| 2008 | -0.362 | — |
| 2007 | 0.092 | — |
| 2006 | 0.306 | — |
| 2005 | 0.336 | — |
| 2004 | 0.215 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.013 | -0.048 | 0.027 | -0.046 |
| 2023 | 0.085 | 0.004 | 0.007 | 0.041 |
| 2022 | -0.117 | -0.198 | -0.176 | 0.106 |
| 2021 | 0.010 | 0.053 | -0.003 | 0.016 |
| 2020 | -0.260 | 0.271 | 0.064 | 0.128 |
| 2019 | 0.110 | 0.029 | 0.025 | 0.105 |
| 2018 | -0.028 | 0.011 | 0.007 | -0.172 |
| 2017 | 0.076 | 0.061 | 0.070 | 0.031 |
| 2016 | -0.036 | -0.039 | 0.068 | 0.022 |
| 2015 | 0.211 | -0.072 | -0.017 | 0.092 |
| 2014 | -0.002 | 0.015 | -0.064 | 0.091 |
| 2013 | 0.112 | 0.029 | 0.106 | 0.112 |
| 2012 | 0.213 | -0.067 | 0.076 | 0.068 |
| 2011 | 0.008 | 0.047 | -0.212 | 0.035 |
| 2010 | 0.110 | -0.013 | 0.095 | 0.147 |
| 2009 | -0.169 | 0.280 | 0.253 | 0.038 |
| 2008 | -0.109 | 0.063 | -0.223 | -0.134 |
| 2007 | 0.105 | 0.082 | -0.046 | -0.043 |
| 2006 | 0.222 | -0.074 | 0.052 | 0.096 |
| 2005 | 0.098 | 0.085 | 0.112 | 0.009 |
| 2004 | 0.077 | 0.051 | -0.002 | 0.076 |
| 2003 | 0.239 | 0.088 | 0.084 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | -0.044 |
| 5 years | 0.012 |
| 10 years | 0.022 |