Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.094 | 0 | 62 |
| 1 month | -0.040 | 0 | 36 |
| 3 months | 0.089 | 0 | 71 |
| 1 year | 0.209 | 0 | 86 |
| 3 years | -0.006 | 0 | 82 |
| 5 years | -0.017 | 0 | 80 |
| 10 years | -0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | -0.150 | — |
| 2022 | -0.224 | — |
| 2021 | -0.158 | — |
| 2020 | 0.211 | — |
| 2019 | 0.144 | — |
| 2018 | -0.180 | — |
| 2017 | 0.461 | — |
| 2016 | -0.011 | — |
| 2015 | -0.073 | — |
| 2014 | 0.038 | — |
| 2013 | 0.108 | — |
| 2012 | 0.230 | — |
| 2011 | -0.228 | — |
| 2010 | 0.062 | — |
| 2009 | 0.569 | — |
| 2008 | -0.517 | — |
| 2007 | 0.416 | — |
| 2006 | 0.335 | — |
| 2005 | 0.079 | — |
| 2004 | 0.161 | — |
| 2003 | 0.415 | — |
| 2002 | -0.183 | — |
| 2001 | -0.201 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.140 | — | — | — |
| 2024 | -0.027 | 0.062 | 0.191 | -0.072 |
| 2023 | 0.031 | -0.077 | -0.054 | -0.055 |
| 2022 | -0.120 | 0.005 | -0.229 | 0.139 |
| 2021 | 0.011 | 0.040 | -0.152 | -0.056 |
| 2020 | -0.145 | 0.155 | 0.048 | 0.169 |
| 2019 | 0.124 | -0.013 | -0.060 | 0.097 |
| 2018 | -0.003 | -0.037 | -0.059 | -0.092 |
| 2017 | 0.101 | 0.090 | 0.113 | 0.093 |
| 2016 | -0.062 | 0.005 | 0.122 | -0.065 |
| 2015 | 0.049 | 0.070 | -0.219 | 0.058 |
| 2014 | -0.041 | 0.038 | 0.003 | 0.039 |
| 2013 | 0.005 | -0.058 | 0.099 | 0.065 |
| 2012 | 0.099 | -0.040 | 0.055 | 0.106 |
| 2011 | 0.014 | -0.037 | -0.244 | 0.045 |
| 2010 | -0.016 | -0.087 | 0.142 | 0.035 |
| 2009 | -0.018 | 0.308 | 0.135 | 0.077 |
| 2008 | -0.216 | -0.027 | -0.205 | -0.203 |
| 2007 | 0.005 | 0.125 | 0.268 | -0.013 |
| 2006 | 0.084 | 0.006 | 0.068 | 0.145 |
| 2005 | -0.043 | 0.059 | 0.076 | -0.010 |
| 2004 | 0.025 | -0.057 | 0.091 | 0.102 |
| 2003 | -0.057 | 0.122 | 0.210 | 0.106 |
| 2002 | -0.029 | -0.034 | -0.146 | 0.020 |
| 2001 | -0.133 | 0.037 | -0.229 | 0.154 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.209 |
| 3 years | -0.006 |
| 5 years | -0.017 |
| 10 years | -0.013 |