Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.107 | 0 | 58 |
| 1 month | -0.138 | 0 | 58 |
| 3 months | -0.123 | 0 | 41 |
| 1 year | -0.133 | 0 | 50 |
| 3 years | 0.012 | 0 | 69 |
| 5 years | 0.118 | 0 | 82 |
| 10 years | -0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | -0.008 | — |
| 2022 | 0.294 | — |
| 2021 | 0.400 | — |
| 2020 | -0.377 | — |
| 2019 | 0.093 | — |
| 2018 | -0.161 | — |
| 2017 | -0.044 | — |
| 2016 | 0.195 | — |
| 2015 | -0.127 | — |
| 2014 | 0.004 | — |
| 2013 | 0.038 | — |
| 2012 | 0.003 | — |
| 2011 | -0.082 | — |
| 2010 | 0.174 | — |
| 2009 | 0.263 | — |
| 2008 | -0.360 | — |
| 2007 | 0.148 | — |
| 2006 | 0.024 | — |
| 2005 | 0.463 | — |
| 2004 | 0.146 | — |
| 2003 | 0.007 | — |
| 2002 | -0.231 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | — | — | — |
| 2024 | 0.109 | -0.006 | -0.048 | 0.040 |
| 2023 | -0.056 | -0.009 | 0.128 | -0.060 |
| 2022 | 0.178 | -0.001 | 0.048 | 0.048 |
| 2021 | 0.207 | 0.062 | 0.036 | 0.055 |
| 2020 | -0.431 | 0.097 | -0.140 | 0.158 |
| 2019 | 0.142 | -0.039 | -0.024 | 0.020 |
| 2018 | -0.076 | 0.149 | 0.005 | -0.213 |
| 2017 | -0.024 | -0.092 | 0.042 | 0.036 |
| 2016 | -0.024 | 0.074 | 0.025 | 0.112 |
| 2015 | 0.092 | -0.050 | -0.181 | 0.027 |
| 2014 | 0.005 | 0.084 | -0.014 | -0.066 |
| 2013 | 0.035 | -0.061 | 0.034 | 0.033 |
| 2012 | 0.018 | -0.043 | 0.054 | -0.023 |
| 2011 | 0.018 | -0.050 | -0.159 | 0.130 |
| 2010 | 0.050 | -0.093 | 0.052 | 0.173 |
| 2009 | -0.034 | 0.104 | 0.088 | 0.088 |
| 2008 | -0.160 | 0.182 | -0.183 | -0.210 |
| 2007 | 0.003 | 0.132 | -0.002 | 0.013 |
| 2006 | 0.051 | -0.013 | -0.049 | 0.038 |
| 2005 | 0.162 | 0.124 | 0.186 | -0.055 |
| 2004 | 0.045 | 0.068 | 0.062 | -0.033 |
| 2003 | -0.083 | 0.048 | -0.029 | 0.078 |
| 2002 | 0.115 | -0.146 | -0.195 | 0.003 |
| 2001 | 0.063 | -0.149 | 0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.159 |
| 3 years | 0.002 |
| 5 years | 0.111 |
| 10 years | -0.014 |