Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 81 |
| 1 month | -0.014 | 0 | 54 |
| 3 months | -0.060 | 0 | 73 |
| 1 year | 0.030 | 0 | 51 |
| 3 years | 0.027 | 0 | 37 |
| 5 years | 0.051 | 0 | 26 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.103 | — |
| 2022 | -0.121 | — |
| 2021 | 0.137 | — |
| 2020 | 0.068 | — |
| 2019 | 0.140 | — |
| 2018 | -0.064 | — |
| 2017 | 0.053 | — |
| 2016 | 0.047 | — |
| 2015 | 0.050 | — |
| 2014 | 0.135 | — |
| 2013 | 0.113 | — |
| 2012 | 0.102 | — |
| 2011 | 0.039 | — |
| 2010 | 0.113 | — |
| 2009 | 0.129 | — |
| 2008 | -0.152 | — |
| 2007 | 0.039 | — |
| 2006 | 0.053 | — |
| 2005 | 0.202 | — |
| 2004 | 0.126 | — |
| 2003 | 0.150 | — |
| 2002 | -0.134 | — |
| 2001 | -0.039 | — |
| 2000 | -0.018 | — |
| 1999 | -0.808 | — |
| 1998 | 0.010 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.051 | 0.011 | 0.024 | 0.017 |
| 2023 | 0.044 | 0.024 | -0.026 | 0.059 |
| 2022 | -0.029 | -0.076 | -0.021 | 0.001 |
| 2021 | 0.032 | 0.035 | 0.013 | 0.051 |
| 2020 | -0.086 | 0.086 | 0.026 | 0.049 |
| 2019 | 0.068 | 0.019 | 0.030 | 0.017 |
| 2018 | -0.020 | 0.012 | 0.018 | -0.074 |
| 2017 | 0.021 | -0.008 | 0.013 | 0.026 |
| 2016 | -0.015 | 0.009 | 0.017 | 0.035 |
| 2015 | 0.097 | -0.037 | -0.043 | 0.038 |
| 2014 | 0.016 | 0.034 | 0.036 | 0.043 |
| 2013 | 0.050 | 0.002 | 0.023 | 0.035 |
| 2012 | 0.052 | -0.001 | 0.024 | 0.025 |
| 2011 | -0.002 | -0.011 | -0.008 | 0.062 |
| 2010 | 0.062 | 0.003 | 0.017 | 0.028 |
| 2009 | -0.053 | 0.048 | 0.095 | 0.039 |
| 2008 | -0.064 | -0.018 | -0.005 | -0.073 |
| 2007 | 0.021 | 0.031 | -0.006 | -0.007 |
| 2006 | 0.040 | -0.060 | 0.027 | 0.049 |
| 2005 | 0.019 | 0.058 | 0.072 | 0.041 |
| 2004 | 0.073 | -0.009 | 0.013 | 0.046 |
| 2003 | -0.035 | 0.096 | 0.042 | 0.044 |
| 2002 | 0.009 | -0.092 | -0.095 | 0.045 |
| 2001 | -0.034 | 0.025 | -0.108 | 0.088 |
| 2000 | 0.141 | -0.073 | -0.001 | -0.071 |
| 1999 | -0.839 | 0.023 | 0.007 | 0.161 |
| 1998 | 0.002 | 0.058 | -0.121 | 0.083 |
| 1997 | 0.019 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.010 |
| 5 years | 0.040 |
| 10 years | 0.030 |