Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 15 |
| 1 month | 0.018 | 0 | 1 |
| 3 months | -0.040 | 0 | 9 |
| 1 year | -0.035 | 0 | 98 |
| 3 years | 0.004 | 0 | 95 |
| 5 years | 0.071 | 0 | 56 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | -0.017 | — |
| 2022 | 0.077 | — |
| 2021 | 0.223 | — |
| 2020 | -0.064 | — |
| 2019 | 0.141 | — |
| 2018 | -0.036 | — |
| 2017 | 0.061 | — |
| 2016 | 0.043 | — |
| 2015 | -0.002 | — |
| 2014 | 0.067 | — |
| 2013 | 0.284 | — |
| 2012 | 0.209 | — |
| 2011 | -0.141 | — |
| 2010 | 0.115 | — |
| 2009 | 0.220 | — |
| 2008 | -0.121 | — |
| 2007 | 0.160 | — |
| 2006 | 0.082 | — |
| 2005 | 0.187 | — |
| 2004 | 0.110 | — |
| 2003 | 0.366 | — |
| 2002 | 0.152 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.020 | 0.041 | -0.021 | 0.007 |
| 2023 | -0.007 | -0.103 | 0.060 | 0.041 |
| 2022 | 0.064 | -0.034 | 0.067 | -0.019 |
| 2021 | 0.132 | 0.043 | 0.029 | 0.007 |
| 2020 | -0.198 | 0.096 | -0.042 | 0.111 |
| 2019 | 0.030 | 0.068 | -0.045 | 0.085 |
| 2018 | -0.034 | 0.144 | 0.028 | -0.152 |
| 2017 | 0.021 | -0.015 | 0.007 | 0.048 |
| 2016 | -0.049 | 0.014 | 0.039 | 0.040 |
| 2015 | 0.062 | -0.050 | -0.051 | 0.043 |
| 2014 | 0.006 | -0.010 | -0.005 | 0.076 |
| 2013 | 0.157 | 0.007 | 0.052 | 0.047 |
| 2012 | 0.135 | -0.079 | 0.072 | 0.078 |
| 2011 | 0.043 | 0.027 | -0.227 | 0.037 |
| 2010 | 0.086 | -0.104 | 0.045 | 0.096 |
| 2009 | -0.116 | 0.190 | 0.270 | -0.087 |
| 2008 | -0.009 | -0.045 | -0.138 | 0.078 |
| 2007 | 0.041 | 0.083 | 0.004 | 0.025 |
| 2006 | 0.081 | -0.061 | 0.000 | 0.065 |
| 2005 | 0.070 | -0.027 | 0.098 | 0.038 |
| 2004 | 0.030 | -0.008 | 0.000 | 0.087 |
| 2003 | -0.032 | 0.182 | 0.135 | 0.052 |
| 2002 | 0.066 | 0.053 | -0.069 | 0.102 |
| 2001 | 0.076 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.083 |
| 3 years | -0.013 |
| 5 years | 0.060 |
| 10 years | 0.034 |