Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | 81 |
| 1 month | 0.007 | 0 | 60 |
| 3 months | -0.108 | 0 | 83 |
| 1 year | -0.035 | 0 | 26 |
| 3 years | 0.097 | 0 | 48 |
| 5 years | 0.070 | 0 | 78 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.201 | — |
| 2023 | 0.166 | — |
| 2022 | -0.084 | — |
| 2021 | 0.087 | — |
| 2020 | 0.017 | — |
| 2019 | 0.283 | — |
| 2018 | -0.069 | — |
| 2017 | 0.116 | — |
| 2016 | 0.101 | — |
| 2015 | 0.175 | — |
| 2014 | 0.157 | — |
| 2013 | 0.230 | — |
| 2012 | 0.014 | — |
| 2011 | -0.143 | — |
| 2010 | 0.078 | — |
| 2009 | -0.033 | — |
| 2008 | -0.146 | — |
| 2007 | -0.111 | — |
| 2006 | -0.106 | — |
| 2005 | 0.503 | — |
| 2004 | 0.043 | — |
| 2003 | 0.092 | — |
| 2002 | -0.254 | — |
| 2001 | -0.215 | — |
| 2000 | -0.202 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.093 | — | — | — |
| 2024 | 0.170 | -0.044 | 0.009 | 0.064 |
| 2023 | 0.049 | 0.113 | -0.011 | 0.009 |
| 2022 | -0.062 | -0.072 | -0.004 | 0.057 |
| 2021 | 0.056 | -0.025 | 0.071 | -0.014 |
| 2020 | -0.107 | 0.048 | 0.028 | 0.057 |
| 2019 | 0.115 | 0.020 | 0.097 | 0.029 |
| 2018 | 0.021 | 0.042 | 0.015 | -0.138 |
| 2017 | 0.026 | -0.007 | 0.006 | 0.089 |
| 2016 | -0.104 | 0.053 | 0.096 | 0.064 |
| 2015 | 0.221 | -0.011 | -0.112 | 0.096 |
| 2014 | -0.051 | 0.098 | 0.052 | 0.056 |
| 2013 | 0.103 | 0.067 | 0.014 | 0.029 |
| 2012 | 0.068 | -0.039 | -0.062 | 0.053 |
| 2011 | -0.117 | -0.003 | 0.017 | -0.044 |
| 2010 | 0.076 | -0.019 | -0.093 | 0.127 |
| 2009 | -0.130 | 0.162 | -0.047 | 0.004 |
| 2008 | -0.151 | 0.054 | -0.068 | 0.025 |
| 2007 | 0.060 | -0.021 | -0.068 | -0.081 |
| 2006 | 0.039 | -0.113 | 0.001 | -0.031 |
| 2005 | 0.038 | 0.065 | 0.176 | 0.156 |
| 2004 | 0.191 | -0.036 | -0.110 | 0.022 |
| 2003 | -0.120 | 0.055 | 0.164 | 0.010 |
| 2002 | 0.016 | -0.074 | -0.125 | -0.094 |
| 2001 | 0.005 | 0.048 | -0.203 | -0.065 |
| 2000 | 0.027 | -0.049 | -0.017 | -0.168 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.073 |
| 3 years | 0.084 |
| 5 years | 0.063 |
| 10 years | 0.059 |