Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 75 |
| 1 month | -0.006 | 0 | 48 |
| 3 months | -0.038 | 0 | 78 |
| 1 year | 0.034 | 0 | 62 |
| 3 years | 0.063 | 0 | 57 |
| 5 years | 0.107 | 0 | 46 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.136 | — |
| 2022 | -0.096 | — |
| 2021 | 0.255 | — |
| 2020 | -0.020 | — |
| 2019 | 0.254 | — |
| 2018 | -0.128 | — |
| 2017 | 0.061 | — |
| 2016 | -0.004 | — |
| 2015 | 0.089 | — |
| 2014 | 0.031 | — |
| 2013 | 0.212 | — |
| 2012 | 0.203 | — |
| 2011 | -0.073 | — |
| 2010 | 0.204 | — |
| 2009 | 0.253 | — |
| 2008 | -0.453 | — |
| 2007 | -0.018 | — |
| 2006 | 0.239 | — |
| 2005 | 0.280 | — |
| 2004 | 0.069 | — |
| 2003 | 0.217 | — |
| 2002 | -0.394 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | 0.074 | 0.011 | 0.027 | -0.034 |
| 2023 | 0.093 | 0.018 | -0.037 | 0.061 |
| 2022 | -0.054 | -0.100 | -0.012 | 0.075 |
| 2021 | 0.087 | 0.069 | 0.015 | 0.064 |
| 2020 | -0.216 | 0.161 | -0.013 | 0.091 |
| 2019 | 0.128 | 0.051 | 0.022 | 0.035 |
| 2018 | -0.032 | 0.051 | -0.003 | -0.141 |
| 2017 | 0.042 | -0.001 | 0.031 | -0.010 |
| 2016 | -0.066 | -0.020 | 0.038 | 0.049 |
| 2015 | 0.164 | -0.018 | -0.091 | 0.048 |
| 2014 | -0.009 | 0.022 | 0.011 | 0.007 |
| 2013 | 0.049 | -0.002 | 0.087 | 0.066 |
| 2012 | 0.100 | -0.031 | 0.080 | 0.046 |
| 2011 | 0.014 | 0.029 | -0.185 | 0.090 |
| 2010 | 0.039 | -0.040 | 0.113 | 0.085 |
| 2009 | -0.092 | 0.144 | 0.164 | 0.036 |
| 2008 | -0.153 | -0.044 | -0.123 | -0.230 |
| 2007 | 0.049 | 0.055 | -0.069 | -0.047 |
| 2006 | 0.151 | -0.049 | 0.040 | 0.089 |
| 2005 | 0.051 | 0.077 | 0.089 | 0.039 |
| 2004 | 0.070 | 0.013 | -0.072 | 0.063 |
| 2003 | -0.150 | 0.228 | 0.059 | 0.102 |
| 2002 | 0.001 | -0.215 | -0.280 | 0.071 |
| 2001 | 0.009 | -0.207 | 0.127 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.043 |
| 5 years | 0.094 |
| 10 years | 0.036 |