Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 81 |
| 1 month | 0.029 | 0 | 32 |
| 3 months | 0.025 | 0 | 38 |
| 1 year | 0.040 | 0 | 35 |
| 3 years | -0.011 | 0 | 88 |
| 5 years | -0.031 | 0 | 84 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.026 | — |
| 2023 | 0.037 | — |
| 2022 | -0.154 | — |
| 2021 | -0.096 | — |
| 2020 | 0.132 | — |
| 2019 | 0.016 | — |
| 2018 | 0.012 | — |
| 2017 | 0.028 | — |
| 2016 | 0.197 | — |
| 2015 | -0.039 | — |
| 2014 | 0.059 | — |
| 2013 | 0.035 | — |
| 2012 | 0.076 | — |
| 2011 | 0.022 | — |
| 2010 | 0.021 | — |
| 2009 | -0.005 | — |
| 2008 | 0.404 | — |
| 2007 | 0.072 | — |
| 2006 | -0.030 | — |
| 2005 | 0.022 | — |
| 2004 | 0.061 | — |
| 2003 | 0.112 | — |
| 2002 | 0.147 | — |
| 2001 | 0.030 | — |
| 2000 | 0.054 | — |
| 1999 | -0.143 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | -0.024 | -0.016 | 0.020 | -0.006 |
| 2023 | 0.005 | -0.033 | -0.010 | 0.078 |
| 2022 | -0.055 | -0.058 | -0.045 | -0.005 |
| 2021 | -0.075 | 0.001 | 0.002 | -0.026 |
| 2020 | 0.056 | 0.058 | 0.013 | 0.000 |
| 2019 | -0.010 | 0.069 | 0.028 | -0.066 |
| 2018 | -0.007 | 0.008 | -0.008 | 0.020 |
| 2017 | -0.009 | 0.017 | 0.006 | 0.013 |
| 2016 | 0.091 | 0.062 | 0.058 | -0.024 |
| 2015 | -0.023 | -0.058 | 0.044 | 0.000 |
| 2014 | 0.031 | 0.002 | -0.001 | 0.026 |
| 2013 | 0.038 | 0.000 | -0.011 | 0.008 |
| 2012 | 0.023 | -0.014 | 0.028 | 0.038 |
| 2011 | 0.015 | 0.031 | -0.008 | -0.016 |
| 2010 | 0.028 | -0.046 | 0.070 | -0.027 |
| 2009 | -0.042 | -0.050 | 0.119 | -0.024 |
| 2008 | 0.097 | -0.024 | 0.017 | 0.289 |
| 2007 | 0.001 | -0.034 | 0.047 | 0.058 |
| 2006 | -0.004 | -0.017 | 0.007 | -0.016 |
| 2005 | -0.012 | 0.011 | 0.019 | 0.004 |
| 2004 | -0.025 | -0.008 | 0.046 | 0.050 |
| 2003 | 0.074 | 0.030 | 0.002 | 0.003 |
| 2002 | 0.011 | 0.062 | 0.016 | 0.052 |
| 2001 | 0.018 | -0.033 | 0.058 | -0.010 |
| 2000 | -0.014 | 0.045 | -0.043 | 0.068 |
| 1999 | -0.046 | -0.037 | -0.036 | -0.033 |
| 1998 | 0.094 | 0.042 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | -0.021 |
| 5 years | -0.036 |
| 10 years | 0.009 |