Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 96 |
| 1 month | -0.001 | 0 | 86 |
| 3 months | -0.018 | 0 | 94 |
| 1 year | 0.052 | 0 | 84 |
| 3 years | 0.013 | 0 | 82 |
| 5 years | 0.070 | 0 | 60 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.046 | — |
| 2022 | -0.159 | — |
| 2021 | 0.016 | — |
| 2020 | 0.237 | — |
| 2019 | 0.261 | — |
| 2018 | -0.132 | — |
| 2017 | 0.340 | — |
| 2016 | 0.091 | — |
| 2015 | -0.120 | — |
| 2014 | 0.023 | — |
| 2013 | 0.101 | — |
| 2012 | 0.146 | — |
| 2011 | -0.201 | — |
| 2010 | 0.168 | — |
| 2009 | 0.623 | — |
| 2008 | -0.419 | — |
| 2007 | 0.218 | — |
| 2006 | 0.211 | — |
| 2005 | 0.128 | — |
| 2004 | 0.168 | — |
| 2003 | 0.451 | — |
| 2002 | -0.050 | — |
| 2001 | -0.128 | — |
| 2000 | -0.248 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | — | — | — |
| 2024 | 0.032 | 0.041 | 0.079 | -0.066 |
| 2023 | 0.036 | 0.002 | -0.062 | 0.075 |
| 2022 | -0.028 | -0.115 | -0.139 | 0.135 |
| 2021 | 0.065 | 0.009 | -0.087 | 0.035 |
| 2020 | -0.252 | 0.226 | 0.094 | 0.233 |
| 2019 | 0.128 | 0.011 | -0.014 | 0.122 |
| 2018 | 0.031 | -0.058 | -0.009 | -0.098 |
| 2017 | 0.122 | 0.047 | 0.047 | 0.090 |
| 2016 | 0.077 | 0.012 | 0.074 | -0.068 |
| 2015 | 0.018 | -0.002 | -0.153 | 0.021 |
| 2014 | 0.028 | 0.052 | -0.031 | -0.024 |
| 2013 | 0.055 | -0.042 | 0.075 | 0.014 |
| 2012 | 0.109 | -0.081 | 0.070 | 0.051 |
| 2011 | 0.010 | 0.001 | -0.236 | 0.034 |
| 2010 | 0.009 | -0.093 | 0.195 | 0.068 |
| 2009 | -0.034 | 0.308 | 0.209 | 0.062 |
| 2008 | -0.049 | -0.061 | -0.199 | -0.188 |
| 2007 | 0.028 | 0.115 | 0.063 | 0.001 |
| 2006 | 0.039 | -0.029 | 0.063 | 0.129 |
| 2005 | 0.002 | 0.037 | 0.095 | -0.008 |
| 2004 | 0.054 | -0.088 | 0.075 | 0.131 |
| 2003 | -0.044 | 0.158 | 0.152 | 0.138 |
| 2002 | 0.074 | -0.024 | -0.124 | 0.034 |
| 2001 | -0.129 | 0.005 | -0.169 | 0.198 |
| 2000 | -0.009 | -0.124 | -0.090 | -0.048 |
| 1999 | -0.060 | 0.308 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | -0.004 |
| 5 years | 0.059 |
| 10 years | 0.040 |