Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | 69 |
| 1 month | -0.072 | 0 | 90 |
| 3 months | -0.136 | 0 | 64 |
| 1 year | -0.096 | 0 | 78 |
| 3 years | -0.012 | 0 | 55 |
| 5 years | 0.028 | 0 | 62 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.009 | — |
| 2022 | -0.058 | — |
| 2021 | 0.281 | — |
| 2020 | 0.004 | — |
| 2019 | 0.227 | — |
| 2018 | 0.031 | — |
| 2017 | 0.031 | — |
| 2016 | -0.050 | — |
| 2015 | 0.153 | — |
| 2014 | 0.307 | — |
| 2013 | 0.304 | — |
| 2012 | 0.129 | — |
| 2011 | 0.082 | — |
| 2010 | 0.092 | — |
| 2009 | 0.183 | — |
| 2008 | -0.236 | — |
| 2007 | -0.070 | — |
| 2006 | -0.023 | — |
| 2005 | 0.266 | — |
| 2004 | 0.026 | — |
| 2003 | 0.096 | — |
| 2002 | -0.361 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.103 | 0.007 | 0.001 | -0.049 |
| 2023 | -0.038 | 0.018 | 0.001 | 0.030 |
| 2022 | -0.054 | -0.030 | -0.019 | 0.047 |
| 2021 | 0.059 | 0.082 | 0.038 | 0.078 |
| 2020 | -0.089 | 0.086 | -0.001 | 0.016 |
| 2019 | 0.095 | 0.007 | 0.012 | 0.100 |
| 2018 | -0.067 | 0.094 | 0.114 | -0.093 |
| 2017 | 0.053 | 0.012 | -0.013 | -0.020 |
| 2016 | -0.113 | 0.057 | -0.010 | 0.024 |
| 2015 | 0.213 | -0.031 | -0.119 | 0.114 |
| 2014 | 0.032 | 0.055 | 0.112 | 0.078 |
| 2013 | 0.146 | 0.029 | 0.027 | 0.077 |
| 2012 | 0.036 | 0.051 | 0.069 | -0.029 |
| 2011 | -0.023 | 0.048 | -0.041 | 0.102 |
| 2010 | 0.088 | -0.036 | -0.016 | 0.058 |
| 2009 | 0.015 | 0.038 | 0.060 | 0.060 |
| 2008 | -0.180 | 0.030 | 0.030 | -0.121 |
| 2007 | -0.015 | 0.027 | -0.039 | -0.043 |
| 2006 | -0.006 | -0.076 | 0.057 | 0.007 |
| 2005 | -0.023 | 0.130 | 0.084 | 0.057 |
| 2004 | 0.055 | 0.018 | -0.042 | -0.003 |
| 2003 | -0.035 | 0.132 | -0.002 | 0.005 |
| 2002 | -0.073 | -0.238 | -0.097 | 0.000 |
| 2001 | -0.205 | 0.193 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.142 |
| 3 years | -0.029 |
| 5 years | 0.018 |
| 10 years | 0.032 |