Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 22 |
| 1 month | -0.005 | 0 | 11 |
| 3 months | -0.065 | 0 | 36 |
| 1 year | 0.025 | 0 | 41 |
| 3 years | 0.037 | 0 | 39 |
| 5 years | 0.066 | 0 | 47 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.099 | — |
| 2022 | -0.126 | — |
| 2021 | 0.181 | — |
| 2020 | 0.047 | — |
| 2019 | 0.192 | — |
| 2018 | -0.059 | — |
| 2017 | 0.077 | — |
| 2016 | 0.057 | — |
| 2015 | 0.125 | — |
| 2014 | 0.167 | — |
| 2013 | 0.298 | — |
| 2012 | 0.095 | — |
| 2011 | -0.106 | — |
| 2010 | 0.027 | — |
| 2009 | 0.258 | — |
| 2008 | -0.434 | — |
| 2007 | 0.060 | — |
| 2006 | 0.151 | — |
| 2005 | 0.255 | — |
| 2004 | 0.055 | — |
| 2003 | 0.161 | — |
| 2002 | -0.259 | — |
| 2001 | -0.071 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.056 | 0.014 | 0.005 | 0.022 |
| 2023 | 0.046 | 0.017 | -0.011 | 0.045 |
| 2022 | -0.048 | -0.091 | -0.027 | 0.038 |
| 2021 | 0.058 | 0.046 | 0.009 | 0.058 |
| 2020 | -0.151 | 0.139 | 0.024 | 0.057 |
| 2019 | 0.095 | 0.028 | 0.016 | 0.042 |
| 2018 | -0.037 | 0.041 | 0.030 | -0.088 |
| 2017 | 0.045 | 0.004 | 0.015 | 0.011 |
| 2016 | -0.015 | 0.000 | 0.027 | 0.045 |
| 2015 | 0.130 | -0.014 | -0.040 | 0.052 |
| 2014 | 0.061 | 0.030 | 0.038 | 0.029 |
| 2013 | 0.121 | 0.047 | 0.036 | 0.068 |
| 2012 | 0.070 | -0.015 | 0.051 | -0.011 |
| 2011 | -0.005 | -0.054 | -0.125 | 0.085 |
| 2010 | 0.053 | -0.103 | 0.009 | 0.076 |
| 2009 | -0.051 | 0.147 | 0.097 | 0.053 |
| 2008 | -0.192 | 0.006 | -0.176 | -0.156 |
| 2007 | 0.043 | 0.055 | -0.044 | 0.008 |
| 2006 | 0.065 | -0.037 | 0.025 | 0.094 |
| 2005 | 0.027 | 0.045 | 0.111 | 0.053 |
| 2004 | 0.031 | -0.002 | -0.015 | 0.040 |
| 2003 | -0.109 | 0.167 | 0.048 | 0.065 |
| 2002 | 0.054 | -0.126 | -0.226 | 0.038 |
| 2001 | -0.080 | 0.027 | -0.215 | 0.252 |
| 2000 | -0.137 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.019 |
| 5 years | 0.055 |
| 10 years | 0.046 |