Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 93 |
| 1 month | -0.021 | 0 | 97 |
| 3 months | -0.060 | 0 | 94 |
| 1 year | 0.027 | 0 | 80 |
| 3 years | 0.062 | 0 | 81 |
| 5 years | 0.093 | 0 | 80 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.208 | — |
| 2022 | -0.174 | — |
| 2021 | 0.306 | — |
| 2020 | 0.037 | — |
| 2019 | 0.112 | — |
| 2018 | -0.112 | — |
| 2017 | 0.059 | — |
| 2016 | -0.010 | — |
| 2015 | 0.000 | — |
| 2014 | 0.064 | — |
| 2013 | 0.107 | — |
| 2012 | 0.064 | — |
| 2011 | -0.096 | — |
| 2010 | 0.077 | — |
| 2009 | 0.183 | — |
| 2008 | -0.231 | — |
| 2007 | 0.066 | — |
| 2006 | 0.123 | — |
| 2005 | 0.183 | — |
| 2004 | 0.089 | — |
| 2003 | 0.110 | — |
| 2002 | -0.222 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.086 | -0.038 | 0.018 | 0.005 |
| 2023 | 0.129 | 0.062 | -0.061 | 0.073 |
| 2022 | -0.088 | -0.109 | -0.009 | 0.026 |
| 2021 | 0.034 | 0.127 | 0.004 | 0.116 |
| 2020 | -0.087 | 0.068 | 0.007 | 0.056 |
| 2019 | 0.075 | 0.010 | 0.000 | 0.024 |
| 2018 | -0.015 | 0.023 | 0.005 | -0.122 |
| 2017 | 0.034 | 0.004 | 0.014 | 0.006 |
| 2016 | -0.047 | -0.001 | 0.015 | 0.025 |
| 2015 | 0.100 | -0.010 | -0.101 | 0.021 |
| 2014 | 0.012 | 0.015 | 0.011 | 0.025 |
| 2013 | 0.028 | 0.001 | 0.044 | 0.031 |
| 2012 | 0.058 | -0.039 | 0.025 | 0.021 |
| 2011 | -0.005 | -0.015 | -0.083 | 0.006 |
| 2010 | 0.033 | -0.023 | 0.024 | 0.041 |
| 2009 | -0.008 | 0.050 | 0.097 | 0.034 |
| 2008 | -0.086 | -0.003 | -0.034 | -0.127 |
| 2007 | 0.023 | 0.070 | -0.023 | -0.003 |
| 2006 | 0.073 | -0.048 | 0.033 | 0.063 |
| 2005 | 0.037 | 0.038 | 0.073 | 0.025 |
| 2004 | 0.040 | 0.011 | -0.016 | 0.052 |
| 2003 | -0.037 | 0.069 | 0.029 | 0.048 |
| 2002 | 0.017 | -0.119 | -0.117 | -0.017 |
| 2001 | -0.092 | 0.055 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | 0.044 |
| 5 years | 0.081 |
| 10 years | 0.027 |