Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.076 | 0 | 98 |
| 1 month | -0.039 | 0 | 98 |
| 3 months | -0.105 | 0 | 99 |
| 1 year | -0.033 | 0 | 98 |
| 3 years | 0.016 | 0 | 71 |
| 5 years | 0.036 | 0 | 59 |
| 10 years | 0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.087 | — |
| 2022 | -0.084 | — |
| 2021 | 0.124 | — |
| 2020 | -0.038 | — |
| 2019 | 0.129 | — |
| 2018 | -0.037 | — |
| 2017 | 0.034 | — |
| 2016 | -0.008 | — |
| 2015 | 0.042 | — |
| 2014 | 0.077 | — |
| 2013 | 0.047 | — |
| 2012 | 0.102 | — |
| 2011 | -0.038 | — |
| 2010 | 0.086 | — |
| 2009 | 0.124 | — |
| 2008 | -0.470 | — |
| 2007 | -0.016 | — |
| 2006 | -0.004 | — |
| 2005 | 0.112 | — |
| 2004 | -0.026 | — |
| 2003 | 0.081 | — |
| 2002 | -0.305 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | — | — | — |
| 2024 | 0.074 | 0.023 | -0.008 | 0.028 |
| 2023 | 0.030 | 0.020 | -0.013 | 0.050 |
| 2022 | -0.009 | -0.058 | -0.004 | -0.014 |
| 2021 | 0.032 | 0.042 | -0.002 | 0.047 |
| 2020 | -0.084 | 0.013 | 0.015 | 0.022 |
| 2019 | 0.079 | 0.008 | 0.030 | 0.008 |
| 2018 | -0.020 | 0.045 | 0.020 | -0.078 |
| 2017 | 0.028 | -0.002 | 0.004 | 0.004 |
| 2016 | -0.045 | -0.003 | 0.032 | 0.010 |
| 2015 | 0.098 | -0.017 | -0.069 | 0.036 |
| 2014 | 0.006 | 0.029 | 0.008 | 0.032 |
| 2013 | 0.010 | -0.013 | 0.029 | 0.021 |
| 2012 | 0.072 | -0.003 | 0.027 | 0.003 |
| 2011 | -0.024 | 0.017 | -0.068 | 0.039 |
| 2010 | 0.030 | 0.016 | 0.008 | 0.029 |
| 2009 | -0.045 | 0.062 | 0.067 | 0.039 |
| 2008 | -0.140 | -0.060 | -0.073 | -0.293 |
| 2007 | 0.015 | 0.068 | -0.056 | -0.039 |
| 2006 | 0.027 | -0.048 | 0.005 | 0.012 |
| 2005 | 0.031 | 0.014 | 0.055 | 0.009 |
| 2004 | 0.070 | -0.046 | -0.052 | 0.006 |
| 2003 | -0.073 | 0.094 | 0.066 | -0.001 |
| 2002 | 0.066 | -0.173 | -0.190 | -0.027 |
| 2001 | -0.118 | 0.104 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | 0.012 |
| 5 years | 0.034 |
| 10 years | 0.016 |