Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 32 |
| 1 month | 0.027 | 0 | 15 |
| 3 months | -0.030 | 0 | 40 |
| 1 year | 0.041 | 0 | 50 |
| 3 years | -0.002 | 0 | 89 |
| 5 years | 0.020 | 0 | 98 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.003 | — |
| 2023 | 0.059 | — |
| 2022 | -0.205 | — |
| 2021 | 0.145 | — |
| 2020 | -0.061 | — |
| 2019 | 0.260 | — |
| 2018 | -0.127 | — |
| 2017 | 0.122 | — |
| 2016 | 0.039 | — |
| 2015 | 0.081 | — |
| 2014 | 0.020 | — |
| 2013 | 0.278 | — |
| 2012 | 0.190 | — |
| 2011 | -0.027 | — |
| 2010 | 0.201 | — |
| 2009 | 0.287 | — |
| 2008 | -0.305 | — |
| 2007 | -0.039 | — |
| 2006 | 0.212 | — |
| 2005 | 0.170 | — |
| 2004 | 0.151 | — |
| 2003 | 0.220 | — |
| 2002 | -0.200 | — |
| 2001 | -0.092 | — |
| 2000 | 0.042 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.001 | 0 | 0.028 | -0.025 |
| 2023 | 0.025 | 0.012 | -0.032 | 0.054 |
| 2022 | -0.125 | -0.106 | -0.075 | 0.098 |
| 2021 | 0.044 | 0.045 | 0.039 | 0.011 |
| 2020 | -0.257 | 0.139 | -0.008 | 0.118 |
| 2019 | 0.091 | 0.043 | 0.013 | 0.093 |
| 2018 | -0.048 | 0.070 | -0.014 | -0.131 |
| 2017 | 0.042 | 0.037 | 0.016 | 0.022 |
| 2016 | -0.017 | -0.038 | 0.088 | 0.010 |
| 2015 | 0.052 | 0.030 | -0.037 | 0.037 |
| 2014 | -0.004 | -0.009 | -0.018 | 0.051 |
| 2013 | 0.117 | 0.003 | 0.066 | 0.070 |
| 2012 | 0.096 | -0.016 | 0.073 | 0.028 |
| 2011 | 0.000 | 0.037 | -0.093 | 0.035 |
| 2010 | 0.050 | -0.050 | 0.122 | 0.073 |
| 2009 | -0.094 | 0.147 | 0.199 | 0.034 |
| 2008 | -0.067 | -0.079 | -0.083 | -0.118 |
| 2007 | 0.047 | 0.004 | -0.050 | -0.038 |
| 2006 | 0.100 | -0.033 | 0.048 | 0.088 |
| 2005 | 0.041 | 0.013 | 0.042 | 0.064 |
| 2004 | 0.041 | 0.019 | 0.017 | 0.068 |
| 2003 | -0.081 | 0.173 | 0.066 | 0.061 |
| 2002 | 0.058 | -0.106 | -0.156 | 0.002 |
| 2001 | -0.058 | 0.038 | -0.159 | 0.104 |
| 2000 | 0.007 | 0.010 | 0.031 | -0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | -0.019 |
| 5 years | 0.010 |
| 10 years | 0.013 |