Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | 69 |
| 1 month | -0.050 | 0 | 13 |
| 3 months | -0.156 | 0 | 83 |
| 1 year | -0.067 | 0 | 85 |
| 3 years | 0.015 | 0 | 76 |
| 5 years | 0.111 | 0 | 43 |
| 10 years | 0.085 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.107 | — |
| 2023 | 0.071 | — |
| 2022 | 0.081 | — |
| 2021 | 0.286 | — |
| 2020 | 0.015 | — |
| 2019 | 0.081 | — |
| 2018 | 0.003 | — |
| 2017 | -0.001 | — |
| 2016 | 0.342 | — |
| 2015 | 0.087 | — |
| 2014 | 0.277 | — |
| 2013 | 0.325 | — |
| 2012 | 0.117 | — |
| 2011 | -0.030 | — |
| 2010 | 0.175 | — |
| 2009 | 0.191 | — |
| 2008 | -0.238 | — |
| 2007 | 0.146 | — |
| 2006 | -0.096 | — |
| 2005 | 0.230 | — |
| 2004 | -0.046 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.086 | -0.018 | -0.030 | 0.070 |
| 2023 | -0.049 | 0.024 | 0.054 | 0.043 |
| 2022 | 0.103 | -0.056 | 0.041 | -0.003 |
| 2021 | 0.123 | 0.036 | 0.033 | 0.071 |
| 2020 | -0.184 | 0.138 | -0.018 | 0.112 |
| 2019 | 0.057 | 0.052 | 0.009 | -0.036 |
| 2018 | -0.075 | 0.104 | 0.084 | -0.094 |
| 2017 | 0.011 | -0.035 | -0.011 | 0.035 |
| 2016 | 0.024 | 0.083 | 0.095 | 0.106 |
| 2015 | 0.073 | -0.043 | -0.037 | 0.100 |
| 2014 | 0.029 | 0.022 | 0.087 | 0.117 |
| 2013 | 0.197 | 0.054 | -0.013 | 0.064 |
| 2012 | 0.102 | -0.031 | 0.046 | 0.001 |
| 2011 | 0.023 | -0.024 | -0.116 | 0.099 |
| 2010 | 0.119 | -0.121 | 0.034 | 0.155 |
| 2009 | -0.078 | 0.023 | 0.204 | 0.049 |
| 2008 | -0.164 | 0.049 | -0.090 | -0.045 |
| 2007 | 0.052 | 0.025 | -0.006 | 0.068 |
| 2006 | 0.099 | -0.097 | -0.081 | -0.009 |
| 2005 | -0.030 | 0.057 | 0.124 | 0.067 |
| 2004 | -0.009 | -0.031 | -0.037 | 0.032 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.067 |
| 3 years | 0.015 |
| 5 years | 0.111 |
| 10 years | 0.085 |