Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 60 |
| 1 month | 0.008 | 0 | 51 |
| 3 months | -0.066 | 0 | 45 |
| 1 year | -0.058 | 0 | 76 |
| 3 years | 0.060 | 0 | 24 |
| 5 years | 0.008 | 0 | 46 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.019 | — |
| 2023 | 0.164 | — |
| 2022 | -0.132 | — |
| 2021 | -0.180 | — |
| 2020 | 0.266 | — |
| 2019 | 0.325 | — |
| 2018 | -0.169 | — |
| 2017 | 0.160 | — |
| 2016 | -0.185 | — |
| 2015 | 0.042 | — |
| 2014 | 0.337 | — |
| 2013 | 0.630 | — |
| 2012 | 0.260 | — |
| 2011 | 0.087 | — |
| 2010 | 0.167 | — |
| 2009 | 0.102 | — |
| 2008 | -0.094 | — |
| 2007 | -0.029 | — |
| 2006 | 0.031 | — |
| 2005 | 0.027 | — |
| 2004 | 0.099 | — |
| 2003 | 0.417 | — |
| 2002 | -0.428 | — |
| 2001 | -0.212 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | — | — | — |
| 2024 | 0.117 | -0.028 | 0.059 | -0.114 |
| 2023 | 0.005 | 0.012 | -0.019 | 0.167 |
| 2022 | -0.092 | -0.117 | 0.013 | 0.069 |
| 2021 | -0.051 | 0.003 | -0.052 | -0.090 |
| 2020 | -0.133 | 0.285 | 0.030 | 0.103 |
| 2019 | 0.186 | 0.034 | -0.147 | 0.266 |
| 2018 | -0.004 | 0.028 | 0.044 | -0.223 |
| 2017 | 0.120 | 0.016 | 0.085 | -0.060 |
| 2016 | -0.245 | 0.014 | 0.139 | -0.066 |
| 2015 | 0.139 | 0.040 | -0.197 | 0.095 |
| 2014 | 0.072 | 0.028 | 0.091 | 0.111 |
| 2013 | 0.184 | 0.079 | 0.233 | 0.035 |
| 2012 | 0.159 | 0.082 | 0.058 | -0.051 |
| 2011 | 0.045 | 0.068 | -0.132 | 0.123 |
| 2010 | 0.099 | -0.135 | 0.134 | 0.083 |
| 2009 | -0.014 | 0.035 | 0.096 | -0.015 |
| 2008 | -0.081 | 0.054 | 0.048 | -0.107 |
| 2007 | -0.017 | 0.037 | 0.034 | -0.079 |
| 2006 | 0.065 | -0.134 | 0.014 | 0.103 |
| 2005 | -0.164 | 0.104 | 0.114 | -0.001 |
| 2004 | 0.070 | 0.003 | -0.013 | 0.037 |
| 2003 | 0.016 | 0.228 | 0.074 | 0.058 |
| 2002 | -0.152 | -0.289 | -0.091 | 0.044 |
| 2001 | -0.312 | 0.233 | -0.226 | 0.200 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.086 |
| 3 years | 0.049 |
| 5 years | 0.002 |
| 10 years | 0.000 |