Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 9 |
| 1 month | -0.036 | 0 | 39 |
| 3 months | -0.062 | 0 | 9 |
| 1 year | 0.099 | 0 | 4 |
| 3 years | 0.033 | 0 | 80 |
| 5 years | 0.081 | 0 | 77 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.082 | — |
| 2022 | -0.143 | — |
| 2021 | 0.236 | — |
| 2020 | -0.058 | — |
| 2019 | 0.233 | — |
| 2018 | -0.134 | — |
| 2017 | 0.097 | — |
| 2016 | 0.102 | — |
| 2015 | 0.088 | — |
| 2014 | 0.238 | — |
| 2013 | 0.222 | — |
| 2012 | 0.127 | — |
| 2011 | -0.096 | — |
| 2010 | 0.099 | — |
| 2009 | 0.324 | — |
| 2008 | -0.435 | — |
| 2007 | -0.088 | — |
| 2006 | 0.112 | — |
| 2005 | 0.265 | — |
| 2004 | 0.094 | — |
| 2003 | 0.112 | — |
| 2002 | -0.374 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.079 | 0.008 | 0.054 | 0.029 |
| 2023 | 0.015 | 0.016 | 0.012 | 0.038 |
| 2022 | -0.039 | -0.073 | -0.056 | 0.020 |
| 2021 | 0.132 | 0.023 | -0.004 | 0.072 |
| 2020 | -0.253 | 0.134 | 0.004 | 0.108 |
| 2019 | 0.119 | -0.027 | 0.037 | 0.091 |
| 2018 | -0.067 | 0.045 | 0.035 | -0.142 |
| 2017 | 0.046 | -0.018 | 0.012 | 0.056 |
| 2016 | -0.042 | -0.039 | 0.068 | 0.120 |
| 2015 | 0.155 | -0.031 | -0.124 | 0.110 |
| 2014 | 0.018 | 0.069 | 0.060 | 0.073 |
| 2013 | 0.098 | -0.005 | 0.058 | 0.057 |
| 2012 | 0.089 | -0.025 | 0.055 | 0.006 |
| 2011 | 0.003 | -0.031 | -0.130 | 0.069 |
| 2010 | 0.052 | -0.060 | 0.011 | 0.099 |
| 2009 | -0.080 | 0.197 | 0.142 | 0.053 |
| 2008 | -0.153 | -0.011 | -0.143 | -0.213 |
| 2007 | 0.017 | 0.031 | -0.056 | -0.079 |
| 2006 | 0.060 | -0.065 | 0.055 | 0.064 |
| 2005 | 0.047 | 0.076 | 0.069 | 0.050 |
| 2004 | 0.055 | 0.015 | -0.019 | 0.041 |
| 2003 | -0.076 | 0.099 | 0.037 | 0.056 |
| 2002 | 0.001 | -0.208 | -0.188 | -0.028 |
| 2001 | -0.006 | -0.231 | 0.167 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.019 |
| 5 years | 0.072 |
| 10 years | 0.035 |