Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | — |
| 1 month | 0.016 | 0 | — |
| 3 months | -0.013 | 0 | — |
| 1 year | -0.007 | 0 | — |
| 3 years | 0.014 | 0 | — |
| 5 years | -0.008 | 0 | — |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.022 | — |
| 2023 | 0.030 | — |
| 2022 | -0.233 | — |
| 2021 | 0.133 | — |
| 2020 | 0.176 | — |
| 2019 | 0.183 | — |
| 2018 | -0.081 | — |
| 2017 | 0.236 | — |
| 2016 | -0.089 | — |
| 2015 | 0.017 | — |
| 2014 | 0.114 | — |
| 2013 | 0.286 | — |
| 2012 | 0.145 | — |
| 2011 | -0.065 | — |
| 2010 | 0.080 | — |
| 2009 | 0.124 | — |
| 2008 | -0.222 | — |
| 2007 | 0.089 | — |
| 2006 | -0.084 | — |
| 2005 | 0.260 | — |
| 2004 | -0.012 | — |
| 2003 | -0.063 | — |
| 2002 | -0.321 | — |
| 2001 | -0.158 | — |
| 2000 | 0.251 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | 0.019 | 0.003 | — |
| 2024 | 0.053 | -0.058 | 0.071 | -0.080 |
| 2023 | -0.007 | 0.029 | -0.077 | 0.092 |
| 2022 | -0.134 | -0.144 | -0.098 | 0.147 |
| 2021 | 0.026 | 0.073 | -0.018 | 0.048 |
| 2020 | -0.192 | 0.178 | 0.074 | 0.150 |
| 2019 | 0.112 | 0.025 | -0.025 | 0.065 |
| 2018 | -0.013 | 0.013 | 0.053 | -0.127 |
| 2017 | 0.076 | 0.082 | 0.020 | 0.041 |
| 2016 | -0.055 | 0.016 | 0.007 | -0.057 |
| 2015 | 0.068 | -0.002 | -0.088 | 0.046 |
| 2014 | 0.010 | 0.021 | 0.023 | 0.056 |
| 2013 | 0.128 | 0.004 | 0.062 | 0.070 |
| 2012 | 0.094 | 0.000 | 0.025 | 0.022 |
| 2011 | 0.043 | 0.059 | -0.185 | 0.039 |
| 2010 | 0.099 | -0.116 | 0.023 | 0.086 |
| 2009 | -0.032 | 0.039 | 0.043 | 0.071 |
| 2008 | -0.148 | -0.003 | 0.103 | -0.170 |
| 2007 | 0.018 | 0.032 | 0.013 | 0.024 |
| 2006 | -0.001 | -0.116 | 0.072 | -0.032 |
| 2005 | 0.027 | 0.115 | 0.055 | 0.045 |
| 2004 | 0.034 | 0.023 | -0.054 | -0.012 |
| 2003 | -0.087 | 0.081 | -0.043 | -0.009 |
| 2002 | -0.032 | -0.232 | -0.092 | 0.007 |
| 2001 | -0.171 | 0.042 | -0.115 | 0.101 |
| 2000 | 0.113 | 0.073 | 0.133 | -0.075 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.057 |
| 3 years | -0.003 |
| 5 years | -0.018 |
| 10 years | 0.022 |
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