Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 61 |
| 1 month | 0.012 | 0 | 34 |
| 3 months | 0.038 | 0 | 36 |
| 1 year | 0.154 | 0 | 22 |
| 3 years | -0.125 | 0 | 95 |
| 5 years | 0.018 | 0 | 73 |
| 10 years | -0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | — | — |
| 2023 | 0.140 | — |
| 2022 | -0.348 | — |
| 2021 | -0.092 | — |
| 2020 | 0.326 | — |
| 2019 | 0.308 | — |
| 2018 | -0.254 | — |
| 2017 | 0.311 | — |
| 2016 | 0.045 | — |
| 2015 | -0.169 | — |
| 2014 | -0.017 | — |
| 2013 | 0.034 | — |
| 2012 | 0.170 | — |
| 2011 | -0.186 | — |
| 2010 | 0.219 | — |
| 2009 | 0.684 | — |
| 2008 | -0.508 | — |
| 2007 | 0.520 | — |
| 2006 | 0.356 | — |
| 2005 | 0.316 | — |
| 2004 | 0.100 | — |
| 2003 | 0.502 | — |
| 2002 | -0.139 | — |
| 2001 | -0.080 | — |
| 2000 | -0.354 | — |
| 1999 | 0.589 | — |
| 1998 | -0.037 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.018 | — | — | — |
| 2023 | 0.034 | 0.054 | -0.049 | 0.100 |
| 2022 | -0.201 | -0.149 | -0.112 | 0.079 |
| 2021 | 0.006 | 0.060 | -0.088 | -0.067 |
| 2020 | -0.251 | 0.260 | 0.153 | 0.218 |
| 2019 | 0.148 | 0.027 | -0.022 | 0.135 |
| 2018 | -0.053 | -0.083 | -0.045 | -0.100 |
| 2017 | 0.100 | 0.059 | 0.073 | 0.049 |
| 2016 | 0.077 | 0.011 | 0.046 | -0.083 |
| 2015 | 0.022 | -0.028 | -0.156 | -0.009 |
| 2014 | 0 | 0.074 | -0.032 | -0.053 |
| 2013 | -0.006 | -0.054 | 0.050 | 0.048 |
| 2012 | 0.098 | -0.049 | 0.070 | 0.047 |
| 2011 | 0.006 | 0.002 | -0.241 | 0.065 |
| 2010 | 0.008 | -0.067 | 0.175 | 0.103 |
| 2009 | -0.001 | 0.302 | 0.213 | 0.067 |
| 2008 | -0.172 | -0.071 | -0.241 | -0.156 |
| 2007 | 0.032 | 0.236 | 0.227 | -0.029 |
| 2006 | 0.102 | -0.019 | 0.066 | 0.177 |
| 2005 | 0.035 | 0.037 | 0.111 | 0.102 |
| 2004 | 0.066 | -0.132 | 0.070 | 0.112 |
| 2003 | -0.086 | 0.214 | 0.164 | 0.162 |
| 2002 | 0.136 | -0.082 | -0.178 | 0.004 |
| 2001 | -0.069 | -0.019 | -0.226 | 0.302 |
| 2000 | -0.027 | -0.094 | -0.163 | -0.124 |
| 1999 | 0.031 | 0.377 | -0.096 | 0.240 |
| 1998 | 0.082 | -0.292 | -0.057 | 0.333 |
| 1997 | -0.177 | -0.270 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.154 |
| 3 years | -0.125 |
| 5 years | 0.018 |
| 10 years | -0.004 |