Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 83 |
| 1 month | -0.044 | 0 | 76 |
| 3 months | -0.081 | 0 | 84 |
| 1 year | -0.004 | 0 | 69 |
| 3 years | -0.009 | 0 | 77 |
| 5 years | 0.036 | 0 | 70 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.131 | — |
| 2023 | 0.060 | — |
| 2022 | -0.186 | — |
| 2021 | 0.051 | — |
| 2020 | 0.050 | — |
| 2019 | 0.202 | — |
| 2018 | -0.139 | — |
| 2017 | 0.162 | — |
| 2016 | 0.138 | — |
| 2015 | -0.036 | — |
| 2014 | 0.085 | — |
| 2013 | -0.081 | — |
| 2012 | 0.129 | — |
| 2011 | -0.175 | — |
| 2010 | 0.244 | — |
| 2009 | 0.619 | — |
| 2008 | -0.509 | — |
| 2007 | 0.229 | — |
| 2006 | 0.148 | — |
| 2005 | 0.477 | — |
| 2004 | 0.120 | — |
| 2003 | 0.220 | — |
| 2002 | -0.202 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.038 | 0.058 | 0.030 | 0.000 |
| 2023 | 0.024 | 0.007 | -0.007 | 0.034 |
| 2022 | -0.064 | -0.068 | -0.062 | -0.006 |
| 2021 | 0.080 | 0.043 | -0.066 | -0.001 |
| 2020 | -0.236 | 0.145 | 0.053 | 0.140 |
| 2019 | 0.121 | -0.012 | -0.008 | 0.094 |
| 2018 | -0.014 | -0.042 | -0.027 | -0.063 |
| 2017 | 0.093 | -0.015 | 0.026 | 0.052 |
| 2016 | 0.009 | 0.037 | 0.074 | 0.013 |
| 2015 | 0.156 | -0.030 | -0.175 | 0.043 |
| 2014 | -0.013 | 0.068 | 0.036 | -0.007 |
| 2013 | 0.007 | -0.091 | 0.007 | -0.003 |
| 2012 | 0.099 | -0.047 | 0.054 | 0.022 |
| 2011 | -0.044 | -0.039 | -0.162 | 0.072 |
| 2010 | 0.083 | 0.009 | 0.048 | 0.086 |
| 2009 | 0.062 | 0.237 | 0.138 | 0.084 |
| 2008 | -0.167 | 0.003 | -0.180 | -0.284 |
| 2007 | 0.000 | 0.129 | 0.083 | 0.004 |
| 2006 | 0.071 | -0.085 | 0.048 | 0.118 |
| 2005 | 0.060 | 0.108 | 0.165 | 0.079 |
| 2004 | 0.098 | -0.078 | 0.053 | 0.050 |
| 2003 | -0.097 | 0.146 | 0.097 | 0.075 |
| 2002 | 0.114 | -0.178 | -0.154 | 0.030 |
| 2001 | 0.071 | -0.255 | 0.278 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | -0.009 |
| 5 years | 0.036 |
| 10 years | 0.011 |