Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 5 |
| 1 month | -0.031 | 0 | 38 |
| 3 months | 0.018 | 0 | 5 |
| 1 year | 0.140 | 0 | 4 |
| 3 years | 0.035 | 0 | 24 |
| 5 years | 0.115 | 0 | — |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.046 | — |
| 2022 | -0.148 | — |
| 2021 | 0.241 | — |
| 2020 | -0.143 | — |
| 2019 | 0.037 | — |
| 2018 | -0.082 | — |
| 2017 | 0.259 | — |
| 2016 | 0.073 | — |
| 2015 | -0.039 | — |
| 2014 | -0.037 | — |
| 2013 | -0.039 | — |
| 2012 | 0.219 | — |
| 2011 | -0.303 | — |
| 2010 | 0.152 | — |
| 2009 | 0.512 | — |
| 2008 | -0.581 | — |
| 2007 | 0.210 | — |
| 2006 | 0.229 | — |
| 2005 | 0.475 | — |
| 2004 | 0.529 | — |
| 2003 | 0.152 | — |
| 2002 | 0.002 | — |
| 2001 | -0.078 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.043 | 0.062 | 0.073 | -0.017 |
| 2023 | 0.012 | 0.006 | -0.005 | 0.032 |
| 2022 | -0.043 | -0.065 | -0.065 | 0.019 |
| 2021 | 0.032 | 0.142 | 0.043 | 0.010 |
| 2020 | -0.347 | 0.179 | -0.076 | 0.205 |
| 2019 | 0.035 | 0.014 | -0.044 | 0.034 |
| 2018 | -0.043 | -0.070 | 0.078 | -0.043 |
| 2017 | 0.113 | 0.054 | 0.041 | 0.031 |
| 2016 | 0.025 | -0.097 | 0.070 | 0.083 |
| 2015 | 0.086 | -0.019 | -0.077 | -0.023 |
| 2014 | -0.005 | 0.041 | 0.012 | -0.081 |
| 2013 | -0.083 | -0.075 | 0.127 | 0.004 |
| 2012 | 0.110 | -0.076 | 0.112 | 0.068 |
| 2011 | 0.034 | -0.017 | -0.278 | -0.050 |
| 2010 | 0.125 | -0.139 | 0.131 | 0.051 |
| 2009 | -0.219 | 0.434 | 0.304 | 0.035 |
| 2008 | -0.161 | -0.018 | -0.178 | -0.381 |
| 2007 | 0.066 | 0.124 | 0.007 | 0.003 |
| 2006 | 0.052 | -0.070 | 0.094 | 0.147 |
| 2005 | 0.095 | 0.078 | 0.251 | -0.001 |
| 2004 | 0.193 | -0.001 | 0.106 | 0.160 |
| 2003 | -0.087 | 0.073 | 0.157 | 0.017 |
| 2002 | 0.110 | -0.102 | -0.060 | 0.069 |
| 2001 | -0.127 | 0.027 | -0.180 | 0.254 |
| 2000 | -0.160 | -0.073 | -0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.016 |
| 5 years | 0.103 |
| 10 years | 0.020 |