Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.150 | 0 | 25 |
| 1 month | 0.086 | 0 | 46 |
| 3 months | 0.243 | 0 | 36 |
| 1 year | 0.161 | 0 | 48 |
| 3 years | 0.273 | 0 | 24 |
| 5 years | 0.116 | 0 | 57 |
| 10 years | 0.127 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.259 | — |
| 2023 | 0.537 | — |
| 2022 | -0.361 | — |
| 2021 | -0.023 | — |
| 2020 | 0.344 | — |
| 2019 | 0.264 | — |
| 2018 | -0.067 | — |
| 2017 | 0.382 | — |
| 2016 | 0.092 | — |
| 2015 | 0.074 | — |
| 2014 | 0.051 | — |
| 2013 | 0.408 | — |
| 2012 | 0.137 | — |
| 2011 | -0.060 | — |
| 2010 | 0.212 | — |
| 2009 | 0.449 | — |
| 2008 | -0.400 | — |
| 2007 | 0.231 | — |
| 2006 | 0.338 | — |
| 2005 | -0.022 | — |
| 2004 | 0.130 | — |
| 2003 | 0.392 | — |
| 2002 | -0.377 | — |
| 2001 | -0.504 | — |
| 2000 | -0.385 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | 0.243 | — | — |
| 2024 | 0.147 | 0.087 | -0.041 | 0.053 |
| 2023 | 0.183 | 0.087 | 0.018 | 0.173 |
| 2022 | -0.125 | -0.213 | -0.065 | -0.009 |
| 2021 | 0.045 | 0.061 | -0.077 | -0.045 |
| 2020 | -0.150 | 0.268 | 0.094 | 0.140 |
| 2019 | 0.152 | 0.020 | -0.008 | 0.084 |
| 2018 | 0.023 | 0.046 | 0.003 | -0.131 |
| 2017 | 0.114 | 0.095 | 0.064 | 0.064 |
| 2016 | -0.009 | 0.051 | 0.119 | -0.063 |
| 2015 | 0.041 | 0.039 | -0.099 | 0.102 |
| 2014 | -0.013 | 0.040 | 0.006 | 0.019 |
| 2013 | 0.069 | 0.042 | 0.158 | 0.092 |
| 2012 | 0.120 | -0.043 | 0.082 | -0.020 |
| 2011 | 0.078 | -0.012 | -0.160 | 0.052 |
| 2010 | 0.041 | -0.076 | 0.198 | 0.052 |
| 2009 | 0.010 | 0.171 | 0.139 | 0.076 |
| 2008 | -0.163 | -0.018 | -0.186 | -0.103 |
| 2007 | 0.020 | 0.093 | 0.063 | 0.039 |
| 2006 | 0.075 | 0.011 | 0.092 | 0.128 |
| 2005 | -0.085 | 0.012 | 0.079 | -0.022 |
| 2004 | 0.047 | -0.020 | -0.035 | 0.142 |
| 2003 | -0.064 | 0.216 | 0.053 | 0.162 |
| 2002 | -0.171 | -0.223 | -0.197 | 0.206 |
| 2001 | -0.341 | -0.094 | -0.269 | 0.135 |
| 2000 | 0.193 | -0.149 | -0.070 | -0.348 |
| 1999 | 0.645 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.247 |
| 5 years | 0.102 |
| 10 years | 0.120 |