Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | — |
| 1 month | -0.029 | 0 | — |
| 3 months | -0.087 | 0 | — |
| 1 year | 0.026 | 0 | — |
| 3 years | 0.058 | 0 | — |
| 5 years | 0.123 | 0 | — |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.103 | — |
| 2022 | -0.083 | — |
| 2021 | 0.275 | — |
| 2020 | -0.005 | — |
| 2019 | 0.203 | — |
| 2018 | -0.132 | — |
| 2017 | 0.165 | — |
| 2016 | 0.113 | — |
| 2015 | -0.047 | — |
| 2014 | 0.101 | — |
| 2013 | 0.305 | — |
| 2012 | 0.179 | — |
| 2011 | -0.013 | — |
| 2010 | 0.098 | — |
| 2009 | 0.242 | — |
| 2008 | -0.335 | — |
| 2007 | 0.021 | — |
| 2006 | 0.167 | — |
| 2005 | 0.093 | — |
| 2004 | 0.158 | — |
| 2003 | 0.258 | — |
| 2002 | -0.182 | — |
| 2001 | 0.034 | — |
| 2000 | 0.169 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.119 | -0.020 | 0.052 | -0.012 |
| 2023 | -0.014 | 0.040 | -0.002 | 0.077 |
| 2022 | -0.005 | -0.119 | -0.060 | 0.113 |
| 2021 | 0.143 | 0.048 | -0.022 | 0.089 |
| 2020 | -0.298 | 0.161 | 0.032 | 0.183 |
| 2019 | 0.093 | 0.021 | 0.007 | 0.071 |
| 2018 | -0.025 | -0.011 | 0.068 | -0.157 |
| 2017 | 0.034 | 0.019 | 0.040 | 0.063 |
| 2016 | -0.010 | 0.010 | 0.037 | 0.074 |
| 2015 | -0.006 | 0.002 | -0.090 | 0.051 |
| 2014 | 0.024 | 0.023 | 0.000 | 0.052 |
| 2013 | 0.102 | 0.056 | 0.016 | 0.103 |
| 2012 | 0.142 | -0.043 | 0.071 | 0.008 |
| 2011 | 0.066 | -0.003 | -0.176 | 0.127 |
| 2010 | 0.064 | -0.129 | 0.076 | 0.101 |
| 2009 | -0.131 | 0.178 | 0.166 | 0.040 |
| 2008 | -0.118 | -0.016 | -0.019 | -0.220 |
| 2007 | -0.006 | 0.066 | 0.002 | -0.039 |
| 2006 | 0.042 | -0.016 | 0.049 | 0.085 |
| 2005 | -0.010 | 0.019 | 0.065 | 0.018 |
| 2004 | 0.047 | 0.010 | 0.010 | 0.084 |
| 2003 | -0.042 | 0.146 | 0.010 | 0.134 |
| 2002 | 0.022 | -0.107 | -0.174 | 0.085 |
| 2001 | -0.053 | 0.070 | -0.096 | 0.130 |
| 2000 | -0.032 | 0.001 | 0.135 | 0.063 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.058 |
| 5 years | 0.123 |
| 10 years | 0.060 |