Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | 68 |
| 1 month | -0.026 | 0 | 53 |
| 3 months | -0.097 | 0 | 70 |
| 1 year | 0.012 | 0 | 60 |
| 3 years | 0.026 | 0 | 63 |
| 5 years | 0.074 | 0 | 33 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.122 | — |
| 2022 | -0.142 | — |
| 2021 | 0.252 | — |
| 2020 | 0.033 | — |
| 2019 | 0.220 | — |
| 2018 | -0.065 | — |
| 2017 | 0.058 | — |
| 2016 | 0.085 | — |
| 2015 | 0.072 | — |
| 2014 | 0.124 | — |
| 2013 | 0.155 | — |
| 2012 | 0.133 | — |
| 2011 | -0.090 | — |
| 2010 | 0.154 | — |
| 2009 | 0.292 | — |
| 2008 | -0.345 | — |
| 2007 | -0.012 | — |
| 2006 | 0.063 | — |
| 2005 | 0.212 | — |
| 2004 | 0.037 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.057 | 0.018 | 0.024 | 0.030 |
| 2023 | 0.033 | 0.038 | -0.008 | 0.055 |
| 2022 | -0.040 | -0.115 | -0.009 | 0.019 |
| 2021 | 0.098 | 0.049 | 0.021 | 0.065 |
| 2020 | -0.160 | 0.114 | 0.029 | 0.072 |
| 2019 | 0.104 | 0.018 | 0.040 | 0.043 |
| 2018 | -0.028 | 0.042 | 0.027 | -0.102 |
| 2017 | 0.035 | -0.012 | 0.008 | 0.026 |
| 2016 | -0.027 | 0.014 | 0.042 | 0.056 |
| 2015 | 0.125 | -0.036 | -0.080 | 0.074 |
| 2014 | 0.002 | 0.044 | 0.032 | 0.042 |
| 2013 | 0.068 | -0.020 | 0.053 | 0.049 |
| 2012 | 0.109 | -0.047 | 0.058 | 0.013 |
| 2011 | 0.000 | -0.021 | -0.137 | 0.077 |
| 2010 | 0.071 | -0.038 | 0.054 | 0.063 |
| 2009 | -0.063 | 0.168 | 0.116 | 0.058 |
| 2008 | -0.122 | -0.018 | -0.094 | -0.162 |
| 2007 | 0.010 | 0.038 | -0.013 | -0.045 |
| 2006 | 0.053 | -0.055 | 0.027 | 0.040 |
| 2005 | 0.036 | 0.065 | 0.061 | 0.035 |
| 2004 | 0.048 | -0.006 | -0.020 | 0.016 |
| 2003 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.026 |
| 5 years | 0.074 |
| 10 years | 0.052 |