Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 24 |
| 1 month | -0.011 | 0 | 43 |
| 3 months | -0.005 | 0 | 8 |
| 1 year | 0.026 | 0 | 62 |
| 3 years | 0.021 | 0 | 96 |
| 5 years | 0.076 | 0 | 84 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.003 | — |
| 2023 | 0.071 | — |
| 2022 | -0.086 | — |
| 2021 | 0.201 | — |
| 2020 | -0.051 | — |
| 2019 | 0.204 | — |
| 2018 | -0.161 | — |
| 2017 | 0.083 | — |
| 2016 | -0.013 | — |
| 2015 | 0.001 | — |
| 2014 | 0.031 | — |
| 2013 | 0.325 | — |
| 2012 | 0.092 | — |
| 2011 | -0.140 | — |
| 2010 | -0.021 | — |
| 2009 | 0.176 | — |
| 2008 | -0.301 | — |
| 2007 | 0.070 | — |
| 2006 | 0.168 | — |
| 2005 | 0.158 | — |
| 2004 | 0.040 | — |
| 2003 | 0.123 | — |
| 2002 | -0.321 | — |
| 2001 | -0.060 | — |
| 2000 | -0.039 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.066 | — | — | — |
| 2024 | 0.031 | 0.004 | 0.005 | -0.042 |
| 2023 | 0.080 | -0.004 | -0.041 | 0.037 |
| 2022 | -0.029 | -0.080 | -0.057 | 0.084 |
| 2021 | 0.094 | 0.038 | -0.007 | 0.065 |
| 2020 | -0.253 | 0.163 | 0.000 | 0.091 |
| 2019 | 0.089 | 0.021 | 0.013 | 0.069 |
| 2018 | -0.033 | 0.001 | -0.001 | -0.133 |
| 2017 | 0.079 | -0.014 | 0.035 | -0.017 |
| 2016 | -0.075 | -0.054 | 0.049 | 0.076 |
| 2015 | 0.138 | -0.029 | -0.120 | 0.030 |
| 2014 | 0.044 | 0.005 | -0.002 | -0.015 |
| 2013 | 0.035 | 0.022 | 0.150 | 0.089 |
| 2012 | 0.041 | -0.046 | 0.070 | 0.027 |
| 2011 | 0.022 | -0.017 | -0.183 | 0.048 |
| 2010 | -0.006 | -0.088 | 0.055 | 0.023 |
| 2009 | -0.132 | 0.137 | 0.179 | 0.012 |
| 2008 | -0.129 | -0.015 | -0.075 | -0.119 |
| 2007 | -0.003 | 0.067 | -0.004 | 0.011 |
| 2006 | 0.075 | -0.036 | 0.062 | 0.061 |
| 2005 | 0.029 | 0.041 | 0.052 | 0.029 |
| 2004 | 0.000 | 0.000 | -0.014 | 0.056 |
| 2003 | -0.114 | 0.142 | 0.002 | 0.108 |
| 2002 | -0.010 | -0.147 | -0.238 | 0.055 |
| 2001 | -0.044 | -0.023 | -0.130 | 0.157 |
| 2000 | 0.030 | -0.035 | 0.005 | -0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.021 |
| 5 years | 0.076 |
| 10 years | 0.011 |