Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.053 | 0 | 49 |
| 1 month | -0.023 | 0 | 47 |
| 3 months | -0.089 | 0 | 60 |
| 1 year | 0.019 | 0 | 50 |
| 3 years | 0.044 | 0 | 24 |
| 5 years | 0.087 | 0 | 13 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.121 | — |
| 2022 | -0.137 | — |
| 2021 | 0.223 | — |
| 2020 | 0.011 | — |
| 2019 | 0.237 | — |
| 2018 | -0.115 | — |
| 2017 | 0.110 | — |
| 2016 | 0.078 | — |
| 2015 | 0.134 | — |
| 2014 | 0.167 | — |
| 2013 | 0.202 | — |
| 2012 | 0.151 | — |
| 2011 | -0.088 | — |
| 2010 | 0.166 | — |
| 2009 | 0.226 | — |
| 2008 | -0.336 | — |
| 2007 | 0.030 | — |
| 2006 | 0.025 | — |
| 2005 | 0.235 | — |
| 2004 | 0.037 | — |
| 2003 | 0.064 | — |
| 2002 | -0.217 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.076 | 0.013 | 0.023 | 0.017 |
| 2023 | 0.053 | 0.027 | -0.025 | 0.064 |
| 2022 | -0.069 | -0.091 | -0.018 | 0.039 |
| 2021 | 0.088 | 0.057 | 0.005 | 0.058 |
| 2020 | -0.221 | 0.149 | 0.019 | 0.109 |
| 2019 | 0.118 | 0.023 | 0.024 | 0.056 |
| 2018 | -0.027 | 0.032 | 0.013 | -0.130 |
| 2017 | 0.060 | -0.005 | 0.029 | 0.022 |
| 2016 | -0.058 | 0.009 | 0.062 | 0.067 |
| 2015 | 0.169 | -0.024 | -0.089 | 0.090 |
| 2014 | 0.015 | 0.043 | 0.045 | 0.055 |
| 2013 | 0.100 | -0.011 | 0.037 | 0.065 |
| 2012 | 0.109 | -0.016 | 0.050 | 0.004 |
| 2011 | -0.014 | -0.026 | -0.142 | 0.107 |
| 2010 | 0.070 | -0.042 | 0.012 | 0.124 |
| 2009 | -0.020 | 0.104 | 0.095 | 0.035 |
| 2008 | -0.133 | 0.002 | -0.084 | -0.166 |
| 2007 | 0.000 | 0.045 | 0.007 | -0.021 |
| 2006 | 0.034 | -0.080 | 0.030 | 0.046 |
| 2005 | 0.026 | 0.066 | 0.065 | 0.059 |
| 2004 | 0.045 | 0.003 | -0.027 | 0.017 |
| 2003 | -0.077 | 0.083 | 0.030 | 0.034 |
| 2002 | 0.009 | -0.127 | -0.113 | 0.002 |
| 2001 | -0.178 | 0.103 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | 0.023 |
| 5 years | 0.074 |
| 10 years | 0.046 |