Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 29 |
| 1 month | 0.067 | 0 | 47 |
| 3 months | -0.045 | 0 | 29 |
| 1 year | 0.067 | 0 | 50 |
| 3 years | 0.104 | 0 | 92 |
| 5 years | 0.168 | 0 | 100 |
| 10 years | 0.094 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.187 | — |
| 2022 | -0.014 | — |
| 2021 | 0.127 | — |
| 2020 | 0.152 | — |
| 2019 | 0.035 | — |
| 2018 | -0.053 | — |
| 2017 | 0.431 | — |
| 2016 | 0.034 | — |
| 2015 | 0.092 | — |
| 2014 | 0.545 | — |
| 2013 | 0.089 | — |
| 2012 | 0.366 | — |
| 2011 | -0.298 | — |
| 2010 | 0.135 | — |
| 2009 | 1.022 | — |
| 2008 | -0.627 | — |
| 2007 | 0.760 | — |
| 2006 | 0.433 | — |
| 2005 | 0.323 | — |
| 2004 | 0.252 | — |
| 2003 | 1.080 | — |
| 2002 | 0.154 | — |
| 2001 | -0.210 | — |
| 2000 | -0.005 | — |
| 1999 | 2.890 | — |
| 1998 | 0.459 | — |
| 1997 | 0.700 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.036 | 0.134 | 0.078 | -0.086 |
| 2023 | -0.068 | 0.118 | 0.050 | 0.085 |
| 2022 | -0.038 | -0.083 | 0.083 | 0.032 |
| 2021 | 0.042 | 0.032 | 0.070 | -0.021 |
| 2020 | -0.228 | 0.185 | 0.075 | 0.171 |
| 2019 | 0.029 | -0.025 | -0.020 | 0.053 |
| 2018 | -0.057 | 0.021 | -0.011 | -0.005 |
| 2017 | 0.142 | 0.058 | 0.054 | 0.124 |
| 2016 | -0.042 | 0.074 | 0.071 | -0.063 |
| 2015 | 0.085 | -0.018 | -0.007 | 0.031 |
| 2014 | 0.057 | 0.196 | 0.089 | 0.123 |
| 2013 | -0.076 | 0.026 | -0.013 | 0.164 |
| 2012 | 0.157 | -0.003 | 0.103 | 0.073 |
| 2011 | -0.052 | -0.061 | -0.117 | -0.107 |
| 2010 | 0.002 | 0.044 | 0.111 | -0.024 |
| 2009 | -0.031 | 0.597 | 0.224 | 0.069 |
| 2008 | -0.321 | -0.216 | -0.040 | -0.270 |
| 2007 | -0.043 | 0.190 | 0.189 | 0.299 |
| 2006 | 0.247 | -0.165 | 0.218 | 0.130 |
| 2005 | -0.095 | 0.099 | 0.231 | 0.082 |
| 2004 | 0.055 | -0.139 | 0.159 | 0.190 |
| 2003 | -0.050 | 0.252 | 0.297 | 0.349 |
| 2002 | 0.155 | -0.011 | -0.087 | 0.107 |
| 2001 | -0.208 | -0.068 | -0.173 | 0.294 |
| 2000 | 0.445 | -0.176 | -0.080 | -0.092 |
| 1999 | 0.646 | -0.048 | 0.493 | 0.662 |
| 1998 | 0.199 | 0.001 | 0.155 | 0.052 |
| 1997 | 0.161 | 0.365 | 0.109 | -0.033 |
| 1996 | 0.098 | -0.131 | -0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.104 |
| 5 years | 0.168 |
| 10 years | 0.094 |