Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 26 |
| 1 month | -0.070 | 0 | 39 |
| 3 months | -0.032 | 0 | 26 |
| 1 year | -0.017 | 0 | 92 |
| 3 years | 0.049 | 0 | 67 |
| 5 years | 0.091 | 0 | 92 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.161 | — |
| 2022 | -0.079 | — |
| 2021 | 0.116 | — |
| 2020 | -0.042 | — |
| 2019 | 0.159 | — |
| 2018 | -0.113 | — |
| 2017 | 0.018 | — |
| 2016 | 0.102 | — |
| 2015 | 0.030 | — |
| 2014 | 0.105 | — |
| 2013 | 0.241 | — |
| 2012 | 0.183 | — |
| 2011 | -0.037 | — |
| 2010 | 0.134 | — |
| 2009 | 0.251 | — |
| 2008 | -0.403 | — |
| 2007 | -0.083 | — |
| 2006 | 0.084 | — |
| 2005 | 0.209 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.091 | -0.003 | -0.010 | 0.029 |
| 2023 | 0.080 | 0.017 | -0.009 | 0.067 |
| 2022 | -0.006 | -0.086 | -0.034 | 0.050 |
| 2021 | 0.081 | 0.016 | -0.010 | 0.026 |
| 2020 | -0.205 | 0.089 | 0.008 | 0.098 |
| 2019 | 0.098 | -0.020 | 0.027 | 0.050 |
| 2018 | -0.050 | 0.051 | 0.030 | -0.138 |
| 2017 | 0.041 | -0.027 | -0.007 | 0.012 |
| 2016 | -0.062 | 0.005 | 0.055 | 0.109 |
| 2015 | 0.135 | -0.039 | -0.115 | 0.066 |
| 2014 | 0.026 | 0.026 | 0.033 | 0.016 |
| 2013 | 0.090 | 0.010 | 0.061 | 0.064 |
| 2012 | 0.083 | -0.011 | 0.070 | 0.032 |
| 2011 | 0.001 | -0.003 | -0.137 | 0.119 |
| 2010 | 0.067 | -0.044 | 0.016 | 0.093 |
| 2009 | -0.079 | 0.126 | 0.140 | 0.059 |
| 2008 | -0.185 | -0.040 | -0.035 | -0.210 |
| 2007 | -0.007 | 0.045 | -0.070 | -0.050 |
| 2006 | 0.030 | -0.048 | 0.062 | 0.041 |
| 2005 | 0.045 | 0.055 | 0.064 | 0.030 |
| 2004 | 0.025 | -0.026 | 0.029 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.083 |
| 3 years | 0.029 |
| 5 years | 0.078 |
| 10 years | 0.019 |