Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.055 | 0 | 62 |
| 1 month | 0.003 | 0 | 38 |
| 3 months | -0.008 | 0 | 50 |
| 1 year | 0.027 | 0 | 79 |
| 3 years | 0.050 | 0 | 86 |
| 5 years | 0.107 | 0 | 64 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.102 | — |
| 2022 | -0.113 | — |
| 2021 | 0.238 | — |
| 2020 | 0.007 | — |
| 2019 | 0.308 | — |
| 2018 | -0.141 | — |
| 2017 | 0.080 | — |
| 2016 | 0.026 | — |
| 2015 | 0.080 | — |
| 2014 | 0.030 | — |
| 2013 | 0.196 | — |
| 2012 | 0.169 | — |
| 2011 | -0.151 | — |
| 2010 | -0.026 | — |
| 2009 | 0.237 | — |
| 2008 | -0.423 | — |
| 2007 | 0.094 | — |
| 2006 | 0.170 | — |
| 2005 | 0.239 | — |
| 2004 | 0.088 | — |
| 2003 | 0.179 | — |
| 2002 | -0.368 | — |
| 2001 | -0.201 | — |
| 2000 | -0.006 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | — | — | — |
| 2024 | 0.077 | 0.009 | 0.018 | -0.060 |
| 2023 | 0.078 | 0.001 | -0.032 | 0.055 |
| 2022 | -0.070 | -0.086 | -0.045 | 0.093 |
| 2021 | 0.103 | 0.040 | 0.001 | 0.078 |
| 2020 | -0.235 | 0.180 | -0.002 | 0.118 |
| 2019 | 0.132 | 0.062 | 0.032 | 0.055 |
| 2018 | -0.043 | 0.030 | -0.002 | -0.128 |
| 2017 | 0.063 | -0.003 | 0.045 | -0.025 |
| 2016 | -0.077 | -0.024 | 0.045 | 0.091 |
| 2015 | 0.179 | -0.056 | -0.085 | 0.060 |
| 2014 | 0.017 | 0.038 | -0.001 | -0.024 |
| 2013 | 0.002 | 0.010 | 0.106 | 0.069 |
| 2012 | 0.075 | -0.061 | 0.085 | 0.067 |
| 2011 | 0.036 | 0.003 | -0.232 | 0.063 |
| 2010 | -0.009 | -0.102 | 0.068 | 0.025 |
| 2009 | -0.145 | 0.175 | 0.192 | 0.035 |
| 2008 | -0.179 | -0.047 | -0.094 | -0.187 |
| 2007 | 0.014 | 0.098 | -0.024 | 0.007 |
| 2006 | 0.076 | -0.037 | 0.068 | 0.057 |
| 2005 | 0.040 | 0.056 | 0.080 | 0.045 |
| 2004 | 0.012 | 0.027 | -0.019 | 0.068 |
| 2003 | -0.128 | 0.207 | -0.012 | 0.134 |
| 2002 | -0.011 | -0.166 | -0.272 | 0.051 |
| 2001 | -0.122 | -0.002 | -0.214 | 0.161 |
| 2000 | 0.060 | -0.007 | -0.030 | -0.027 |
| 1999 | -0.038 | 0.340 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.032 |
| 5 years | 0.095 |
| 10 years | 0.039 |