Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.053 | 0 | 35 |
| 1 month | -0.059 | 0 | 45 |
| 3 months | -0.072 | 0 | 40 |
| 1 year | -0.022 | 0 | 33 |
| 3 years | -0.018 | 0 | 40 |
| 5 years | 0.030 | 0 | 35 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | -0.002 | — |
| 2022 | -0.189 | — |
| 2021 | 0.004 | — |
| 2020 | 0.082 | — |
| 2019 | 0.160 | — |
| 2018 | -0.136 | — |
| 2017 | 0.316 | — |
| 2016 | 0.129 | — |
| 2015 | -0.145 | — |
| 2014 | 0.092 | — |
| 2013 | -0.052 | — |
| 2012 | 0.157 | — |
| 2011 | -0.173 | — |
| 2010 | 0.071 | — |
| 2009 | 0.735 | — |
| 2008 | -0.545 | — |
| 2007 | 0.279 | — |
| 2006 | 0.223 | — |
| 2005 | 0.555 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.096 | 0.048 | 0.019 | -0.011 |
| 2023 | 0.027 | -0.012 | -0.008 | -0.009 |
| 2022 | -0.061 | -0.078 | -0.091 | 0.031 |
| 2021 | 0.089 | 0.033 | -0.073 | -0.036 |
| 2020 | -0.237 | 0.157 | 0.063 | 0.152 |
| 2019 | 0.110 | -0.016 | -0.022 | 0.086 |
| 2018 | -0.004 | -0.045 | -0.027 | -0.066 |
| 2017 | 0.097 | 0.016 | 0.090 | 0.082 |
| 2016 | 0.011 | 0.025 | 0.084 | 0.005 |
| 2015 | -0.002 | -0.030 | -0.142 | 0.030 |
| 2014 | -0.014 | 0.072 | 0.039 | -0.006 |
| 2013 | 0.016 | -0.083 | 0.011 | 0.006 |
| 2012 | 0.102 | -0.047 | 0.069 | 0.030 |
| 2011 | 0.007 | -0.087 | -0.165 | 0.078 |
| 2010 | 0.040 | -0.069 | 0.073 | 0.031 |
| 2009 | 0.078 | 0.284 | 0.157 | 0.083 |
| 2008 | -0.211 | 0.023 | -0.187 | -0.306 |
| 2007 | 0.020 | 0.151 | 0.086 | 0.004 |
| 2006 | 0.101 | -0.097 | 0.073 | 0.147 |
| 2005 | 0.065 | 0.116 | 0.200 | 0.090 |
| 2004 | 0.057 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.090 |
| 3 years | -0.041 |
| 5 years | 0.016 |
| 10 years | 0.010 |