Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | 36 |
| 1 month | -0.081 | 0 | 44 |
| 3 months | -0.075 | 0 | 36 |
| 1 year | 0.012 | 0 | 9 |
| 3 years | 0.080 | 0 | 14 |
| 5 years | 0.138 | 0 | 8 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.232 | — |
| 2023 | 0.172 | — |
| 2022 | -0.098 | — |
| 2021 | 0.311 | — |
| 2020 | 0.025 | — |
| 2019 | 0.315 | — |
| 2018 | -0.046 | — |
| 2017 | 0.119 | — |
| 2016 | 0.126 | — |
| 2015 | 0.054 | — |
| 2014 | 0.205 | — |
| 2013 | 0.192 | — |
| 2012 | 0.104 | — |
| 2011 | -0.142 | — |
| 2010 | 0.128 | — |
| 2009 | 0.289 | — |
| 2008 | -0.331 | — |
| 2007 | 0.038 | — |
| 2006 | 0.016 | — |
| 2005 | 0.431 | — |
| 2004 | 0.034 | — |
| 2003 | 0.161 | — |
| 2002 | -0.425 | — |
| 2001 | -0.105 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | — | — | — |
| 2024 | 0.127 | 0.026 | 0.023 | 0.041 |
| 2023 | 0.065 | 0.086 | -0.027 | 0.042 |
| 2022 | -0.043 | -0.104 | 0.005 | 0.047 |
| 2021 | 0.123 | 0.045 | 0.022 | 0.094 |
| 2020 | -0.152 | 0.105 | 0.061 | 0.032 |
| 2019 | 0.138 | 0.043 | 0.050 | 0.055 |
| 2018 | -0.005 | 0.059 | 0.029 | -0.121 |
| 2017 | 0.049 | -0.005 | 0.022 | 0.049 |
| 2016 | -0.038 | 0.018 | 0.078 | 0.068 |
| 2015 | 0.130 | -0.036 | -0.089 | 0.062 |
| 2014 | 0.021 | 0.069 | 0.027 | 0.076 |
| 2013 | 0.054 | 0.014 | 0.044 | 0.069 |
| 2012 | 0.090 | -0.043 | 0.028 | 0.028 |
| 2011 | -0.027 | -0.021 | -0.169 | 0.085 |
| 2010 | 0.044 | -0.059 | 0.040 | 0.103 |
| 2009 | -0.023 | 0.153 | 0.068 | 0.071 |
| 2008 | -0.171 | -0.012 | -0.051 | -0.140 |
| 2007 | 0.052 | 0.041 | -0.025 | -0.028 |
| 2006 | 0.068 | -0.089 | 0.033 | 0.011 |
| 2005 | 0.060 | 0.140 | 0.087 | 0.090 |
| 2004 | 0.084 | -0.018 | -0.040 | 0.012 |
| 2003 | -0.074 | 0.122 | 0.018 | 0.098 |
| 2002 | -0.053 | -0.243 | -0.228 | 0.040 |
| 2001 | -0.107 | 0.072 | -0.177 | 0.136 |
| 2000 | -0.091 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.080 |
| 5 years | 0.138 |
| 10 years | 0.091 |