Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 32 |
| 1 month | -0.009 | 0 | 58 |
| 3 months | -0.008 | 0 | 33 |
| 1 year | -0.070 | 0 | 25 |
| 3 years | 0.021 | 0 | 26 |
| 5 years | 0.003 | 0 | 28 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.272 | — |
| 2023 | -0.097 | — |
| 2022 | -0.046 | — |
| 2021 | 0.019 | — |
| 2020 | 0.039 | — |
| 2019 | -0.027 | — |
| 2018 | 0.002 | — |
| 2017 | -0.053 | — |
| 2016 | 0.186 | — |
| 2015 | 0.171 | — |
| 2014 | 0.120 | — |
| 2013 | -0.002 | — |
| 2012 | -0.080 | — |
| 2011 | 0.117 | — |
| 2010 | -0.063 | — |
| 2009 | -0.070 | — |
| 2008 | 0.276 | — |
| 2007 | 0.040 | — |
| 2006 | 0.054 | — |
| 2005 | -0.030 | — |
| 2004 | -0.003 | — |
| 2003 | 0.070 | — |
| 2002 | 0.125 | — |
| 2001 | -0.030 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | -0.068 | -0.017 | — |
| 2024 | -0.006 | 0.117 | 0.082 | 0.059 |
| 2023 | -0.062 | -0.047 | 0.034 | -0.024 |
| 2022 | -0.030 | 0.012 | 0.006 | -0.034 |
| 2021 | 0.033 | -0.040 | 0.034 | -0.006 |
| 2020 | 0.268 | -0.042 | -0.032 | -0.116 |
| 2019 | -0.012 | -0.009 | 0.032 | -0.037 |
| 2018 | -0.069 | 0.068 | -0.044 | 0.054 |
| 2017 | -0.099 | -0.034 | 0.004 | 0.084 |
| 2016 | -0.010 | 0.077 | 0.043 | 0.066 |
| 2015 | 0.035 | 0.024 | 0.084 | 0.019 |
| 2014 | -0.001 | -0.008 | 0.038 | 0.090 |
| 2013 | -0.053 | 0.051 | 0.012 | -0.009 |
| 2012 | -0.089 | 0.067 | -0.066 | 0.014 |
| 2011 | -0.041 | -0.016 | 0.151 | 0.028 |
| 2010 | -0.053 | 0.033 | -0.029 | -0.013 |
| 2009 | 0.034 | -0.084 | 0.025 | -0.042 |
| 2008 | -0.014 | -0.035 | 0.072 | 0.251 |
| 2007 | 0.023 | -0.011 | 0.020 | 0.008 |
| 2006 | 0.032 | 0.049 | -0.022 | -0.004 |
| 2005 | 0.007 | -0.038 | 0.009 | -0.006 |
| 2004 | -0.003 | 0.027 | -0.008 | -0.019 |
| 2003 | 0.029 | -0.026 | 0.045 | 0.022 |
| 2002 | -0.016 | 0.103 | 0.020 | 0.017 |
| 2001 | -0.001 | -0.041 | 0.054 | -0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.070 |
| 3 years | 0.021 |
| 5 years | 0.003 |
| 10 years | 0.020 |
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