Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.090 | 0 | — |
| 1 month | -0.032 | 0 | — |
| 3 months | -0.115 | 0 | — |
| 1 year | 0.004 | 0 | — |
| 3 years | 0.019 | 0 | — |
| 5 years | 0.056 | 0 | — |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.156 | — |
| 2023 | 0.132 | — |
| 2022 | -0.170 | — |
| 2021 | 0.153 | — |
| 2020 | -0.048 | — |
| 2019 | 0.169 | — |
| 2018 | -0.122 | — |
| 2017 | 0.092 | — |
| 2016 | -0.004 | — |
| 2015 | 0.065 | — |
| 2014 | 0.134 | — |
| 2013 | 0.107 | — |
| 2012 | 0.138 | — |
| 2011 | -0.101 | — |
| 2010 | 0.157 | — |
| 2009 | 0.318 | — |
| 2008 | -0.401 | — |
| 2007 | -0.031 | — |
| 2006 | 0.102 | — |
| 2005 | 0.258 | — |
| 2004 | 0.043 | — |
| 2003 | 0.063 | — |
| 2002 | -0.390 | — |
| 2001 | -0.173 | — |
| 2000 | -0.067 | — |
| 1999 | 0.388 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.072 | 0.016 | 0.025 | 0.036 |
| 2023 | 0.044 | 0.040 | -0.018 | 0.063 |
| 2022 | -0.050 | -0.079 | -0.047 | -0.005 |
| 2021 | 0.065 | 0.042 | 0.005 | 0.034 |
| 2020 | -0.233 | 0.120 | 0.018 | 0.087 |
| 2019 | 0.089 | 0.003 | 0.014 | 0.055 |
| 2018 | -0.020 | 0.010 | -0.004 | -0.110 |
| 2017 | 0.031 | 0.016 | 0.014 | 0.028 |
| 2016 | -0.045 | -0.024 | 0.036 | 0.031 |
| 2015 | 0.134 | -0.033 | -0.070 | 0.044 |
| 2014 | 0.016 | 0.042 | 0.037 | 0.033 |
| 2013 | 0.061 | -0.020 | 0.033 | 0.030 |
| 2012 | 0.084 | -0.023 | 0.045 | 0.028 |
| 2011 | -0.030 | -0.004 | -0.126 | 0.066 |
| 2010 | 0.068 | -0.034 | 0.035 | 0.084 |
| 2009 | -0.065 | 0.159 | 0.154 | 0.054 |
| 2008 | -0.144 | -0.037 | -0.105 | -0.188 |
| 2007 | 0.012 | 0.023 | -0.021 | -0.044 |
| 2006 | 0.055 | -0.072 | 0.063 | 0.059 |
| 2005 | 0.034 | 0.063 | 0.081 | 0.059 |
| 2004 | 0.038 | -0.003 | -0.021 | 0.029 |
| 2003 | -0.063 | 0.073 | 0.023 | 0.033 |
| 2002 | -0.007 | -0.223 | -0.185 | -0.030 |
| 2001 | -0.123 | 0.101 | -0.276 | 0.183 |
| 2000 | 0.089 | -0.052 | 0.069 | -0.155 |
| 1999 | 0.094 | 0.078 | -0.059 | 0.250 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.019 |
| 5 years | 0.056 |
| 10 years | 0.013 |