Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 72 |
| 1 month | -0.021 | 0 | 77 |
| 3 months | -0.012 | 0 | 74 |
| 1 year | 0.046 | 0 | 72 |
| 3 years | 0.083 | 0 | 57 |
| 5 years | 0.138 | 0 | 42 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.177 | — |
| 2022 | -0.060 | — |
| 2021 | 0.216 | — |
| 2020 | -0.082 | — |
| 2019 | 0.150 | — |
| 2018 | -0.182 | — |
| 2017 | 0.080 | — |
| 2016 | -0.005 | — |
| 2015 | 0.092 | — |
| 2014 | 0.000 | — |
| 2013 | 0.284 | — |
| 2012 | 0.233 | — |
| 2011 | -0.193 | — |
| 2010 | 0.170 | — |
| 2009 | 0.352 | — |
| 2008 | -0.404 | — |
| 2007 | -0.050 | — |
| 2006 | 0.129 | — |
| 2005 | 0.274 | — |
| 2004 | 0.149 | — |
| 2003 | 0.432 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.063 | — | — | — |
| 2024 | 0.038 | -0.005 | 0.056 | -0.036 |
| 2023 | 0.095 | 0.017 | 0.019 | 0.037 |
| 2022 | -0.048 | -0.092 | -0.064 | 0.163 |
| 2021 | 0.137 | 0.027 | 0.018 | 0.023 |
| 2020 | -0.315 | 0.124 | -0.043 | 0.247 |
| 2019 | 0.096 | 0.011 | 0.019 | 0.019 |
| 2018 | -0.022 | 0.013 | -0.015 | -0.162 |
| 2017 | 0.044 | 0.011 | 0.038 | -0.014 |
| 2016 | -0.084 | -0.071 | 0.061 | 0.102 |
| 2015 | 0.175 | -0.013 | -0.086 | 0.030 |
| 2014 | 0.040 | -0.038 | -0.034 | 0.034 |
| 2013 | 0.056 | -0.002 | 0.144 | 0.065 |
| 2012 | 0.161 | -0.063 | 0.081 | 0.049 |
| 2011 | 0.026 | -0.010 | -0.268 | 0.086 |
| 2010 | 0.057 | -0.066 | 0.087 | 0.090 |
| 2009 | -0.079 | 0.192 | 0.222 | 0.008 |
| 2008 | -0.161 | -0.058 | -0.026 | -0.226 |
| 2007 | 0.044 | 0.062 | -0.084 | -0.066 |
| 2006 | 0.077 | -0.047 | 0.047 | 0.050 |
| 2005 | 0.034 | 0.054 | 0.099 | 0.063 |
| 2004 | 0.066 | 0.047 | -0.042 | 0.075 |
| 2003 | -0.090 | 0.225 | 0.097 | 0.170 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.068 |
| 5 years | 0.129 |
| 10 years | 0.020 |