Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.143 | 0 | 73 |
| 1 month | -0.009 | 0 | 52 |
| 3 months | -0.158 | 0 | 65 |
| 1 year | 0.024 | 0 | 57 |
| 3 years | 0.099 | 0 | 34 |
| 5 years | 0.113 | 0 | 42 |
| 10 years | 0.116 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.331 | — |
| 2023 | 0.378 | — |
| 2022 | -0.362 | — |
| 2021 | 0.217 | — |
| 2020 | 0.465 | — |
| 2019 | 0.390 | — |
| 2018 | -0.068 | — |
| 2017 | 0.212 | — |
| 2016 | 0.082 | — |
| 2015 | 0.014 | — |
| 2014 | 0.124 | — |
| 2013 | 0.202 | — |
| 2012 | 0.068 | — |
| 2011 | -0.021 | — |
| 2010 | 0.105 | — |
| 2009 | 0.510 | — |
| 2008 | -0.429 | — |
| 2007 | 0.021 | — |
| 2006 | 0.082 | — |
| 2005 | 0.063 | — |
| 2004 | 0.032 | — |
| 2003 | 0.377 | — |
| 2002 | -0.496 | — |
| 2001 | -0.395 | — |
| 2000 | -0.297 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.135 | — | — | — |
| 2024 | 0.169 | 0.055 | -0.049 | 0.134 |
| 2023 | 0.180 | 0.117 | -0.063 | 0.116 |
| 2022 | -0.152 | -0.230 | -0.028 | 0.004 |
| 2021 | 0.004 | 0.119 | 0.034 | 0.047 |
| 2020 | -0.069 | 0.275 | 0.090 | 0.131 |
| 2019 | 0.175 | 0.037 | 0.030 | 0.108 |
| 2018 | -0.012 | 0.063 | 0.054 | -0.159 |
| 2017 | 0.075 | 0.034 | 0.037 | 0.052 |
| 2016 | -0.011 | -0.008 | 0.050 | 0.050 |
| 2015 | 0.033 | -0.019 | -0.037 | 0.039 |
| 2014 | 0.013 | 0.022 | -0.008 | 0.094 |
| 2013 | 0.036 | 0.018 | 0.051 | 0.085 |
| 2012 | 0.119 | -0.078 | 0.007 | 0.028 |
| 2011 | 0 | -0.004 | -0.079 | 0.067 |
| 2010 | 0.025 | -0.087 | 0.061 | 0.113 |
| 2009 | 0.065 | 0.161 | 0.142 | 0.070 |
| 2008 | -0.164 | 0.022 | -0.105 | -0.253 |
| 2007 | -0.036 | 0.119 | 0.033 | -0.084 |
| 2006 | 0.034 | -0.088 | 0.094 | 0.049 |
| 2005 | -0.071 | 0.039 | 0.078 | 0.021 |
| 2004 | 0.014 | 0.042 | -0.092 | 0.075 |
| 2003 | 0.021 | 0.146 | 0.064 | 0.106 |
| 2002 | -0.102 | -0.311 | -0.248 | 0.084 |
| 2001 | -0.366 | 0.116 | -0.402 | 0.431 |
| 2000 | 0.167 | -0.084 | 0.032 | -0.363 |
| 1999 | 0.389 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.086 |
| 3 years | 0.058 |
| 5 years | 0.088 |
| 10 years | 0.103 |