Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | 32 |
| 1 month | -0.081 | 0 | 57 |
| 3 months | -0.083 | 0 | 51 |
| 1 year | 0.049 | 0 | 37 |
| 3 years | -0.021 | 0 | 28 |
| 5 years | -0.036 | 0 | 78 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.200 | — |
| 2023 | -0.119 | — |
| 2022 | -0.171 | — |
| 2021 | -0.121 | — |
| 2020 | 0.165 | — |
| 2019 | 0.242 | — |
| 2018 | -0.109 | — |
| 2017 | 0.237 | — |
| 2016 | 0.070 | — |
| 2015 | 0.047 | — |
| 2014 | 0.147 | — |
| 2013 | 0.197 | — |
| 2012 | 0.143 | — |
| 2011 | -0.160 | — |
| 2010 | 0.210 | — |
| 2009 | 0.643 | — |
| 2008 | -0.498 | — |
| 2007 | 0.431 | — |
| 2006 | 0.440 | — |
| 2005 | 0.225 | — |
| 2004 | 0.013 | — |
| 2003 | 0.387 | — |
| 2002 | -0.216 | — |
| 2001 | -0.111 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.021 | 0.078 | 0.081 | 0.008 |
| 2023 | 0.023 | -0.078 | -0.024 | -0.043 |
| 2022 | -0.140 | 0.032 | -0.129 | 0.073 |
| 2021 | 0.078 | -0.010 | -0.157 | -0.023 |
| 2020 | -0.087 | 0.225 | 0.004 | 0.038 |
| 2019 | 0.162 | -0.015 | 0.015 | 0.069 |
| 2018 | -0.020 | 0.057 | -0.001 | -0.138 |
| 2017 | 0.096 | 0.028 | 0.066 | 0.031 |
| 2016 | -0.067 | 0.073 | 0.094 | -0.022 |
| 2015 | 0.129 | 0.030 | -0.181 | 0.100 |
| 2014 | -0.029 | 0.065 | 0.066 | 0.041 |
| 2013 | 0.064 | -0.016 | 0.083 | 0.055 |
| 2012 | 0.102 | -0.043 | 0.007 | 0.076 |
| 2011 | -0.072 | 0.008 | -0.164 | 0.074 |
| 2010 | 0.040 | 0.028 | 0.087 | 0.042 |
| 2009 | 0.083 | 0.308 | 0.035 | 0.120 |
| 2008 | -0.265 | -0.042 | -0.162 | -0.148 |
| 2007 | 0.040 | 0.179 | 0.260 | -0.073 |
| 2006 | 0.183 | -0.029 | 0.061 | 0.181 |
| 2005 | 0.051 | 0.082 | 0.078 | -0.001 |
| 2004 | 0.034 | -0.055 | 0.064 | -0.026 |
| 2003 | -0.069 | 0.126 | 0.262 | 0.048 |
| 2002 | 0.074 | -0.096 | -0.173 | -0.022 |
| 2001 | -0.074 | 0.096 | -0.308 | 0.266 |
| 2000 | -0.113 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | -0.031 |
| 5 years | -0.042 |
| 10 years | 0.002 |