Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 60 |
| 1 month | -0.021 | 0 | 62 |
| 3 months | -0.080 | 0 | 61 |
| 1 year | 0.067 | 0 | 29 |
| 3 years | 0.083 | 0 | 21 |
| 5 years | 0.115 | 0 | 22 |
| 10 years | 0.084 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.219 | — |
| 2023 | 0.210 | — |
| 2022 | -0.194 | — |
| 2021 | 0.242 | — |
| 2020 | 0.128 | — |
| 2019 | 0.255 | — |
| 2018 | -0.080 | — |
| 2017 | 0.123 | — |
| 2016 | 0.088 | — |
| 2015 | 0.053 | — |
| 2014 | 0.094 | — |
| 2013 | 0.299 | — |
| 2012 | 0.082 | — |
| 2011 | -0.052 | — |
| 2010 | 0.009 | — |
| 2009 | 0.249 | — |
| 2008 | -0.413 | — |
| 2007 | 0.012 | — |
| 2006 | 0.111 | — |
| 2005 | 0.105 | — |
| 2004 | 0.089 | — |
| 2003 | 0.295 | — |
| 2002 | -0.257 | — |
| 2001 | -0.127 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | — | — | — |
| 2024 | 0.112 | 0.030 | 0.004 | 0.060 |
| 2023 | 0.067 | 0.085 | -0.028 | 0.076 |
| 2022 | -0.054 | -0.139 | -0.034 | 0.024 |
| 2021 | 0.065 | 0.076 | 0.008 | 0.074 |
| 2020 | -0.166 | 0.165 | 0.054 | 0.100 |
| 2019 | 0.121 | 0.037 | 0.025 | 0.054 |
| 2018 | -0.033 | 0.056 | 0.050 | -0.141 |
| 2017 | 0.026 | 0.024 | 0.032 | 0.036 |
| 2016 | -0.055 | 0.008 | 0.061 | 0.077 |
| 2015 | 0.057 | -0.017 | -0.035 | 0.050 |
| 2014 | 0.007 | 0.038 | -0.001 | 0.048 |
| 2013 | 0.093 | 0.027 | 0.068 | 0.085 |
| 2012 | 0.081 | -0.046 | 0.032 | 0.017 |
| 2011 | 0.030 | -0.023 | -0.118 | 0.067 |
| 2010 | 0.025 | -0.129 | 0.069 | 0.058 |
| 2009 | -0.074 | 0.145 | 0.139 | 0.034 |
| 2008 | -0.132 | -0.033 | -0.110 | -0.214 |
| 2007 | 0.011 | 0.070 | -0.009 | -0.056 |
| 2006 | 0.035 | -0.029 | 0.059 | 0.045 |
| 2005 | -0.004 | 0.025 | 0.070 | 0.011 |
| 2004 | 0.007 | 0.034 | -0.030 | 0.079 |
| 2003 | -0.035 | 0.161 | 0.032 | 0.121 |
| 2002 | -0.001 | -0.133 | -0.181 | 0.048 |
| 2001 | -0.093 | 0.031 | -0.173 | 0.129 |
| 2000 | -0.047 | -0.068 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.047 |
| 5 years | 0.092 |
| 10 years | 0.073 |