Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 53 |
| 1 month | -0.025 | 0 | 91 |
| 3 months | -0.034 | 0 | 72 |
| 1 year | 0.018 | 0 | 74 |
| 3 years | 0.076 | 0 | 37 |
| 5 years | 0.116 | 0 | 31 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.155 | — |
| 2022 | -0.053 | — |
| 2021 | 0.267 | — |
| 2020 | -0.074 | — |
| 2019 | 0.272 | — |
| 2018 | -0.106 | — |
| 2017 | 0.083 | — |
| 2016 | 0.002 | — |
| 2015 | 0.066 | — |
| 2014 | 0.055 | — |
| 2013 | 0.164 | — |
| 2012 | 0.124 | — |
| 2011 | -0.064 | — |
| 2010 | 0.034 | — |
| 2009 | 0.290 | — |
| 2008 | -0.422 | — |
| 2007 | 0.016 | — |
| 2006 | 0.125 | — |
| 2005 | 0.234 | — |
| 2004 | 0.065 | — |
| 2003 | 0.128 | — |
| 2002 | -0.334 | — |
| 2001 | -0.175 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.066 | — | — | — |
| 2024 | 0.086 | 0.026 | -0.009 | -0.038 |
| 2023 | 0.088 | 0.030 | -0.015 | 0.047 |
| 2022 | -0.030 | -0.072 | -0.037 | 0.093 |
| 2021 | 0.081 | 0.068 | 0.005 | 0.092 |
| 2020 | -0.216 | 0.113 | -0.030 | 0.093 |
| 2019 | 0.141 | 0.036 | 0.024 | 0.051 |
| 2018 | -0.060 | 0.042 | 0.012 | -0.099 |
| 2017 | 0.061 | 0.002 | 0.019 | 0.001 |
| 2016 | -0.096 | 0.026 | 0.016 | 0.064 |
| 2015 | 0.158 | -0.031 | -0.095 | 0.050 |
| 2014 | 0.009 | 0.048 | 0.020 | -0.023 |
| 2013 | 0.059 | -0.022 | 0.070 | 0.050 |
| 2012 | 0.048 | -0.012 | 0.063 | 0.022 |
| 2011 | -0.001 | 0.009 | -0.157 | 0.100 |
| 2010 | 0.025 | -0.089 | 0.053 | 0.051 |
| 2009 | -0.113 | 0.177 | 0.171 | 0.055 |
| 2008 | -0.175 | -0.021 | -0.091 | -0.213 |
| 2007 | 0.008 | 0.077 | -0.029 | -0.036 |
| 2006 | 0.050 | -0.025 | 0.054 | 0.043 |
| 2005 | 0.040 | 0.071 | 0.078 | 0.028 |
| 2004 | 0.017 | 0.013 | -0.005 | 0.040 |
| 2003 | -0.080 | 0.127 | 0.004 | 0.083 |
| 2002 | -0.008 | -0.180 | -0.166 | -0.018 |
| 2001 | -0.121 | 0.012 | -0.186 | 0.140 |
| 2000 | -0.052 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.061 |
| 5 years | 0.106 |
| 10 years | 0.044 |