Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 49 |
| 1 month | -0.021 | 0 | 42 |
| 3 months | -0.070 | 0 | 52 |
| 1 year | 0.034 | 0 | 21 |
| 3 years | 0.046 | 0 | 4 |
| 5 years | 0.087 | 0 | 8 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.181 | — |
| 2023 | 0.047 | — |
| 2022 | -0.054 | — |
| 2021 | 0.041 | — |
| 2020 | 0.210 | — |
| 2019 | 0.123 | — |
| 2018 | -0.134 | — |
| 2017 | 0.374 | — |
| 2016 | 0.310 | — |
| 2015 | -0.038 | — |
| 2014 | 0.126 | — |
| 2013 | 0.090 | — |
| 2012 | 0.276 | — |
| 2011 | -0.197 | — |
| 2010 | 0.173 | — |
| 2009 | 0.499 | — |
| 2008 | -0.372 | — |
| 2007 | 0.584 | — |
| 2006 | 0.160 | — |
| 2005 | 0.312 | — |
| 2004 | 0.091 | — |
| 2003 | 0.359 | — |
| 2002 | -0.239 | — |
| 2001 | 0.099 | — |
| 2000 | -0.312 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.064 | 0.050 | 0.043 | 0.013 |
| 2023 | 0.010 | -0.016 | 0.011 | 0.042 |
| 2022 | -0.011 | -0.049 | -0.038 | 0.047 |
| 2021 | 0.065 | 0.026 | -0.051 | 0.003 |
| 2020 | -0.150 | 0.202 | 0.059 | 0.118 |
| 2019 | 0.090 | 0.021 | -0.011 | 0.020 |
| 2018 | -0.031 | 0.017 | -0.028 | -0.096 |
| 2017 | 0.152 | 0.050 | 0.069 | 0.063 |
| 2016 | 0.062 | 0.060 | 0.172 | -0.006 |
| 2015 | 0.100 | -0.073 | -0.132 | 0.087 |
| 2014 | 0.020 | 0.029 | 0.019 | 0.053 |
| 2013 | 0.137 | -0.071 | 0.018 | 0.015 |
| 2012 | 0.147 | -0.044 | 0.081 | 0.077 |
| 2011 | -0.036 | 0.000 | -0.197 | 0.037 |
| 2010 | 0.050 | -0.083 | 0.125 | 0.083 |
| 2009 | 0.017 | 0.109 | 0.256 | 0.057 |
| 2008 | -0.155 | -0.080 | -0.204 | 0.016 |
| 2007 | 0.056 | 0.177 | 0.198 | 0.064 |
| 2006 | 0.077 | -0.046 | 0.027 | 0.099 |
| 2005 | 0.044 | 0.077 | 0.095 | 0.067 |
| 2004 | 0.023 | -0.081 | 0.088 | 0.067 |
| 2003 | -0.042 | 0.122 | 0.171 | 0.078 |
| 2002 | 0.172 | -0.125 | -0.188 | -0.086 |
| 2001 | 0.033 | 0.148 | -0.280 | 0.287 |
| 2000 | -0.004 | -0.129 | -0.088 | -0.130 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.032 |
| 5 years | 0.078 |
| 10 years | 0.072 |