Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 90 |
| 1 month | 0.006 | 0 | 61 |
| 3 months | -0.050 | 0 | 77 |
| 1 year | -0.038 | 0 | 81 |
| 3 years | -0.013 | 0 | 53 |
| 5 years | 0.077 | 0 | 41 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.029 | — |
| 2023 | 0.080 | — |
| 2022 | -0.163 | — |
| 2021 | 0.270 | — |
| 2020 | 0.010 | — |
| 2019 | 0.280 | — |
| 2018 | -0.182 | — |
| 2017 | 0.131 | — |
| 2016 | -0.016 | — |
| 2015 | 0.255 | — |
| 2014 | 0.038 | — |
| 2013 | 0.305 | — |
| 2012 | 0.232 | — |
| 2011 | -0.201 | — |
| 2010 | 0.390 | — |
| 2009 | 0.426 | — |
| 2008 | -0.479 | — |
| 2007 | -0.045 | — |
| 2006 | 0.420 | — |
| 2005 | 0.440 | — |
| 2004 | 0.244 | — |
| 2003 | 0.272 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | — | — | — |
| 2024 | 0.036 | -0.021 | 0.056 | -0.040 |
| 2023 | 0.048 | -0.007 | -0.056 | 0.100 |
| 2022 | -0.055 | -0.114 | -0.127 | 0.144 |
| 2021 | 0.096 | 0.068 | 0.036 | 0.047 |
| 2020 | -0.303 | 0.208 | 0.053 | 0.139 |
| 2019 | 0.149 | 0.032 | -0.037 | 0.122 |
| 2018 | -0.037 | 0.018 | -0.013 | -0.156 |
| 2017 | 0.065 | 0.049 | 0.021 | -0.008 |
| 2016 | -0.060 | -0.017 | 0.075 | -0.009 |
| 2015 | 0.187 | -0.004 | -0.040 | 0.106 |
| 2014 | 0.010 | -0.024 | -0.008 | 0.061 |
| 2013 | 0.097 | 0.000 | 0.095 | 0.087 |
| 2012 | 0.156 | -0.060 | 0.092 | 0.039 |
| 2011 | -0.010 | -0.019 | -0.191 | 0.018 |
| 2010 | 0.104 | -0.030 | 0.099 | 0.180 |
| 2009 | -0.147 | 0.285 | 0.208 | 0.077 |
| 2008 | -0.116 | -0.069 | -0.178 | -0.230 |
| 2007 | 0.062 | 0.050 | -0.065 | -0.083 |
| 2006 | 0.204 | -0.041 | 0.072 | 0.148 |
| 2005 | 0.102 | 0.096 | 0.130 | 0.055 |
| 2004 | 0.074 | 0.045 | -0.005 | 0.114 |
| 2003 | -0.130 | 0.189 | 0.146 | 0.074 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | -0.013 |
| 5 years | 0.077 |
| 10 years | 0.034 |