Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 50 |
| 1 month | 0.013 | 0 | 60 |
| 3 months | 0.001 | 0 | 59 |
| 1 year | -0.051 | 0 | 85 |
| 3 years | 0.009 | 0 | 30 |
| 5 years | 0.090 | 0 | 33 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.084 | — |
| 2023 | 0.204 | — |
| 2022 | -0.211 | — |
| 2021 | 0.221 | — |
| 2020 | 0.166 | — |
| 2019 | 0.259 | — |
| 2018 | -0.177 | — |
| 2017 | 0.246 | — |
| 2016 | 0.054 | — |
| 2015 | 0.317 | — |
| 2014 | 0.031 | — |
| 2013 | 0.289 | — |
| 2012 | 0.241 | — |
| 2011 | -0.289 | — |
| 2010 | 0.193 | — |
| 2009 | 0.539 | — |
| 2008 | -0.499 | — |
| 2007 | 0.053 | — |
| 2006 | 0.278 | — |
| 2005 | 0.312 | — |
| 2004 | 0.244 | — |
| 2003 | 0.376 | — |
| 2002 | -0.130 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | 0.024 | -0.051 | 0.004 | -0.061 |
| 2023 | 0.116 | 0.015 | -0.016 | 0.080 |
| 2022 | -0.122 | -0.095 | -0.104 | 0.108 |
| 2021 | 0.091 | 0.077 | 0.010 | 0.029 |
| 2020 | -0.254 | 0.250 | 0.064 | 0.174 |
| 2019 | 0.114 | 0.030 | -0.005 | 0.103 |
| 2018 | -0.004 | 0.018 | -0.023 | -0.170 |
| 2017 | 0.100 | 0.054 | 0.064 | 0.010 |
| 2016 | -0.054 | -0.036 | 0.102 | 0.049 |
| 2015 | 0.218 | 0.021 | -0.054 | 0.120 |
| 2014 | 0.074 | 0.004 | -0.055 | 0.011 |
| 2013 | 0.026 | -0.003 | 0.138 | 0.108 |
| 2012 | 0.142 | -0.075 | 0.088 | 0.081 |
| 2011 | 0.035 | -0.071 | -0.266 | 0.008 |
| 2010 | 0.063 | -0.093 | 0.089 | 0.136 |
| 2009 | -0.011 | 0.262 | 0.234 | 0.000 |
| 2008 | -0.102 | -0.003 | -0.199 | -0.301 |
| 2007 | 0.103 | 0.085 | -0.049 | -0.075 |
| 2006 | 0.187 | -0.079 | 0.021 | 0.144 |
| 2005 | 0.058 | 0.111 | 0.126 | -0.009 |
| 2004 | 0.097 | 0.053 | -0.024 | 0.103 |
| 2003 | -0.110 | 0.231 | 0.136 | 0.106 |
| 2002 | 0.125 | -0.069 | -0.176 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.098 |
| 3 years | -0.008 |
| 5 years | 0.079 |
| 10 years | 0.060 |