Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.091 | 0 | — |
| 1 month | -0.049 | 0 | — |
| 3 months | -0.162 | 0 | — |
| 1 year | -0.133 | 0 | — |
| 3 years | -0.011 | 0 | — |
| 5 years | 0.040 | 0 | — |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.012 | — |
| 2023 | 0.005 | — |
| 2022 | 0.036 | — |
| 2021 | 0.154 | — |
| 2020 | 0.155 | — |
| 2019 | 0.176 | — |
| 2018 | 0.017 | — |
| 2017 | 0.043 | — |
| 2016 | 0.071 | — |
| 2015 | 0.114 | — |
| 2014 | 0.292 | — |
| 2013 | 0.347 | — |
| 2012 | 0.101 | — |
| 2011 | 0.057 | — |
| 2010 | 0.159 | — |
| 2009 | 0.164 | — |
| 2008 | -0.095 | — |
| 2007 | 0.080 | — |
| 2006 | -0.120 | — |
| 2005 | 0.148 | — |
| 2004 | 0.033 | — |
| 2003 | 0.329 | — |
| 2002 | -0.438 | — |
| 2001 | -0.141 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.092 | 0.010 | -0.036 | -0.048 |
| 2023 | -0.038 | 0.023 | 0.007 | 0.015 |
| 2022 | -0.002 | -0.035 | 0.050 | 0.025 |
| 2021 | 0.007 | 0.071 | 0.019 | 0.050 |
| 2020 | -0.076 | 0.182 | 0.028 | 0.028 |
| 2019 | 0.075 | 0.035 | 0.009 | 0.047 |
| 2018 | -0.064 | 0.130 | 0.111 | -0.134 |
| 2017 | 0.080 | 0.002 | -0.041 | 0.005 |
| 2016 | -0.071 | 0.100 | 0.064 | -0.016 |
| 2015 | 0.154 | -0.042 | -0.089 | 0.106 |
| 2014 | 0.035 | 0.034 | 0.089 | 0.109 |
| 2013 | 0.208 | 0.014 | 0.028 | 0.070 |
| 2012 | 0.070 | 0.036 | 0.037 | -0.042 |
| 2011 | 0.038 | 0.052 | -0.089 | 0.062 |
| 2010 | 0.149 | -0.093 | 0.019 | 0.092 |
| 2009 | -0.032 | 0.017 | 0.130 | 0.046 |
| 2008 | -0.139 | 0.036 | 0.087 | -0.067 |
| 2007 | 0.028 | 0.022 | 0.027 | 0.002 |
| 2006 | 0.044 | -0.154 | 0 | -0.003 |
| 2005 | -0.065 | 0.121 | 0.079 | 0.016 |
| 2004 | 0.051 | 0.005 | -0.060 | 0.040 |
| 2003 | 0.002 | 0.200 | 0.072 | 0.030 |
| 2002 | -0.100 | -0.255 | -0.166 | 0.005 |
| 2001 | -0.275 | 0.262 | -0.252 | 0.256 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.133 |
| 3 years | -0.011 |
| 5 years | 0.040 |
| 10 years | 0.056 |