Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.101 | 0 | 74 |
| 1 month | -0.030 | 0 | 85 |
| 3 months | -0.140 | 0 | 70 |
| 1 year | -0.001 | 0 | 43 |
| 3 years | 0.101 | 0 | 9 |
| 5 years | 0.131 | 0 | 4 |
| 10 years | 0.122 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.247 | — |
| 2023 | 0.276 | — |
| 2022 | -0.171 | — |
| 2021 | 0.247 | — |
| 2020 | 0.218 | — |
| 2019 | 0.271 | — |
| 2018 | -0.066 | — |
| 2017 | 0.145 | — |
| 2016 | 0.264 | — |
| 2015 | 0.078 | — |
| 2014 | 0.116 | — |
| 2013 | 0.216 | — |
| 2012 | 0.006 | — |
| 2011 | -0.071 | — |
| 2010 | 0.180 | — |
| 2009 | 0.249 | — |
| 2008 | -0.242 | — |
| 2007 | 0.117 | — |
| 2006 | 0.012 | — |
| 2005 | 0.229 | — |
| 2004 | 0.005 | — |
| 2003 | 0.204 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.073 | — | — | — |
| 2024 | 0.131 | 0.040 | -0.025 | 0.087 |
| 2023 | 0.085 | 0.075 | -0.005 | 0.100 |
| 2022 | -0.049 | -0.146 | 0.008 | 0.012 |
| 2021 | 0.023 | 0.104 | 0.032 | 0.070 |
| 2020 | -0.122 | 0.227 | 0.071 | 0.056 |
| 2019 | 0.121 | 0.079 | 0.010 | 0.040 |
| 2018 | -0.064 | 0.091 | 0.071 | -0.146 |
| 2017 | 0.060 | 0.010 | 0.016 | 0.052 |
| 2016 | -0.005 | 0.063 | 0.087 | 0.098 |
| 2015 | 0.071 | -0.054 | -0.056 | 0.128 |
| 2014 | 0.002 | 0.014 | 0.037 | 0.059 |
| 2013 | 0.150 | 0.010 | -0.011 | 0.058 |
| 2012 | 0.054 | -0.083 | 0.045 | -0.004 |
| 2011 | 0.006 | 0.000 | -0.148 | 0.084 |
| 2010 | 0.110 | -0.142 | 0.075 | 0.153 |
| 2009 | -0.087 | 0.069 | 0.216 | 0.052 |
| 2008 | -0.100 | 0.014 | -0.140 | -0.035 |
| 2007 | 0.019 | 0.072 | 0.020 | 0.002 |
| 2006 | 0.079 | -0.077 | -0.008 | 0.026 |
| 2005 | 0.007 | 0.052 | 0.090 | 0.065 |
| 2004 | -0.027 | 0.013 | -0.010 | 0.030 |
| 2003 | -0.018 | 0.110 | 0.037 | 0.066 |
| 2002 | -0.186 | 0.004 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.054 |
| 3 years | 0.082 |
| 5 years | 0.119 |
| 10 years | 0.116 |