Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.105 | 0 | 73 |
| 1 month | -0.038 | 0 | 45 |
| 3 months | -0.129 | 0 | 65 |
| 1 year | 0.035 | 0 | 40 |
| 3 years | 0.073 | 0 | 26 |
| 5 years | 0.119 | 0 | 27 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.244 | — |
| 2023 | 0.188 | — |
| 2022 | -0.133 | — |
| 2021 | 0.298 | — |
| 2020 | 0.072 | — |
| 2019 | 0.315 | — |
| 2018 | -0.100 | — |
| 2017 | 0.050 | — |
| 2016 | 0.043 | — |
| 2015 | 0.109 | — |
| 2014 | 0.177 | — |
| 2013 | 0.217 | — |
| 2012 | 0.110 | — |
| 2011 | -0.085 | — |
| 2010 | 0.160 | — |
| 2009 | 0.250 | — |
| 2008 | -0.409 | — |
| 2007 | -0.031 | — |
| 2006 | 0.082 | — |
| 2005 | 0.214 | — |
| 2004 | 0.052 | — |
| 2003 | 0.090 | — |
| 2002 | -0.312 | — |
| 2001 | -0.153 | — |
| 2000 | -0.158 | — |
| 1999 | 0.349 | — |
| 1998 | 0.365 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.070 | — | — | — |
| 2024 | 0.104 | 0.035 | 0.018 | 0.069 |
| 2023 | 0.053 | 0.063 | -0.008 | 0.069 |
| 2022 | -0.039 | -0.104 | -0.001 | 0.009 |
| 2021 | 0.089 | 0.063 | 0.027 | 0.093 |
| 2020 | -0.190 | 0.187 | 0.039 | 0.073 |
| 2019 | 0.157 | 0.027 | 0.043 | 0.062 |
| 2018 | -0.036 | 0.054 | 0.060 | -0.163 |
| 2017 | 0.043 | -0.025 | 0.008 | 0.025 |
| 2016 | -0.090 | 0.021 | 0.032 | 0.088 |
| 2015 | 0.153 | -0.038 | -0.080 | 0.087 |
| 2014 | 0.017 | 0.043 | 0.058 | 0.049 |
| 2013 | 0.113 | -0.002 | 0.038 | 0.056 |
| 2012 | 0.072 | -0.017 | 0.057 | -0.004 |
| 2011 | -0.030 | -0.027 | -0.115 | 0.095 |
| 2010 | 0.087 | -0.061 | 0.020 | 0.115 |
| 2009 | -0.080 | 0.146 | 0.131 | 0.048 |
| 2008 | -0.170 | -0.022 | -0.055 | -0.229 |
| 2007 | 0.019 | 0.047 | -0.038 | -0.056 |
| 2006 | 0.043 | -0.054 | 0.050 | 0.044 |
| 2005 | 0.031 | 0.063 | 0.065 | 0.039 |
| 2004 | 0.045 | 0.012 | -0.030 | 0.026 |
| 2003 | -0.100 | 0.117 | 0.029 | 0.054 |
| 2002 | 0.006 | -0.173 | -0.189 | 0.019 |
| 2001 | -0.092 | 0.040 | -0.195 | 0.113 |
| 2000 | 0.015 | -0.071 | 0.004 | -0.111 |
| 1999 | 0.038 | -0.018 | -0.017 | 0.347 |
| 1998 | 0.373 | -0.044 | -0.145 | 0.217 |
| 1997 | 0.147 | 0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.068 |
| 5 years | 0.116 |
| 10 years | 0.072 |