Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 74 |
| 1 month | 0.011 | 0 | 6 |
| 3 months | -0.037 | 0 | 77 |
| 1 year | 0.040 | 0 | 56 |
| 3 years | 0.052 | 0 | 71 |
| 5 years | 0.077 | 0 | — |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.123 | — |
| 2022 | -0.165 | — |
| 2021 | 0.161 | — |
| 2020 | -0.041 | — |
| 2019 | 0.281 | — |
| 2018 | -0.142 | — |
| 2017 | 0.101 | — |
| 2016 | -0.048 | — |
| 2015 | 0.124 | — |
| 2014 | 0.041 | — |
| 2013 | 0.211 | — |
| 2012 | 0.314 | — |
| 2011 | -0.160 | — |
| 2010 | 0.090 | — |
| 2009 | 0.234 | — |
| 2008 | -0.425 | — |
| 2007 | 0.088 | — |
| 2006 | 0.165 | — |
| 2005 | 0.288 | — |
| 2004 | 0.109 | — |
| 2003 | 0.187 | — |
| 2002 | -0.298 | — |
| 2001 | -0.207 | — |
| 2000 | -0.012 | — |
| 1999 | 0.455 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.088 | 0.012 | 0.039 | -0.044 |
| 2023 | 0.077 | 0.011 | -0.031 | 0.065 |
| 2022 | -0.095 | -0.116 | -0.054 | 0.103 |
| 2021 | 0.080 | 0.025 | -0.012 | 0.062 |
| 2020 | -0.258 | 0.201 | 0.017 | 0.058 |
| 2019 | 0.126 | 0.057 | 0.009 | 0.066 |
| 2018 | -0.044 | 0.017 | 0.013 | -0.129 |
| 2017 | 0.060 | 0.023 | 0.031 | -0.015 |
| 2016 | -0.078 | -0.036 | 0.033 | 0.037 |
| 2015 | 0.196 | -0.038 | -0.065 | 0.045 |
| 2014 | 0.023 | 0.018 | -0.019 | 0.018 |
| 2013 | 0.037 | 0.010 | 0.092 | 0.060 |
| 2012 | 0.139 | -0.033 | 0.105 | 0.079 |
| 2011 | 0.023 | 0.007 | -0.240 | 0.073 |
| 2010 | 0.020 | -0.073 | 0.077 | 0.071 |
| 2009 | -0.140 | 0.145 | 0.182 | 0.059 |
| 2008 | -0.165 | 0.031 | -0.156 | -0.208 |
| 2007 | 0.035 | 0.075 | -0.017 | -0.006 |
| 2006 | 0.102 | -0.061 | 0.055 | 0.067 |
| 2005 | 0.055 | 0.070 | 0.084 | 0.052 |
| 2004 | 0.029 | -0.007 | -0.003 | 0.088 |
| 2003 | -0.130 | 0.211 | 0.010 | 0.117 |
| 2002 | 0.030 | -0.145 | -0.246 | 0.057 |
| 2001 | -0.139 | 0.025 | -0.206 | 0.132 |
| 2000 | 0.137 | -0.033 | -0.042 | -0.062 |
| 1999 | 0.018 | 0.056 | -0.024 | 0.386 |
| 1998 | 0.177 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.033 |
| 5 years | 0.065 |
| 10 years | 0.020 |