Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | — |
| 1 month | 0.000 | 0 | — |
| 3 months | 0.018 | 0 | — |
| 1 year | 0.679 | 0 | — |
| 3 years | 0.315 | 0 | — |
| 5 years | 0.164 | 0 | — |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.786 | — |
| 2023 | 0.246 | — |
| 2022 | 0.025 | — |
| 2021 | -0.055 | — |
| 2020 | -0.035 | — |
| 2019 | -0.146 | — |
| 2018 | -0.041 | — |
| 2017 | -0.204 | — |
| 2016 | -0.061 | — |
| 2015 | -0.054 | — |
| 2014 | 0.019 | — |
| 2013 | 0.093 | — |
| 2012 | 0.081 | — |
| 2011 | -0.066 | — |
| 2010 | 0.127 | — |
| 2009 | 0.221 | — |
| 2008 | -0.323 | — |
| 2007 | 0.003 | — |
| 2006 | 0.074 | — |
| 2005 | 0.174 | — |
| 2004 | 0.053 | — |
| 2003 | 0.082 | — |
| 2002 | -0.178 | — |
| 2001 | -0.092 | — |
| 2000 | -0.025 | — |
| 1999 | 0.184 | — |
| 1998 | 0.069 | — |
| 1997 | 0.170 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.080 | 0.019 | 0.602 | 0.013 |
| 2023 | 0.095 | 0.003 | 0.024 | 0.108 |
| 2022 | 0.025 | -0.019 | -0.007 | 0.026 |
| 2021 | -0.037 | -0.006 | -0.003 | -0.010 |
| 2020 | -0.006 | -0.001 | -0.030 | 0.001 |
| 2019 | -0.083 | -0.011 | -0.046 | -0.012 |
| 2018 | -0.024 | 0.000 | -0.006 | -0.011 |
| 2017 | -0.053 | -0.058 | -0.086 | -0.025 |
| 2016 | -0.038 | -0.003 | -0.006 | -0.015 |
| 2015 | -0.026 | 0.003 | -0.012 | -0.021 |
| 2014 | 0.009 | 0.035 | -0.017 | -0.008 |
| 2013 | 0.061 | -0.017 | 0.022 | 0.025 |
| 2012 | 0.065 | -0.047 | 0.063 | 0.002 |
| 2011 | -0.018 | -0.018 | -0.073 | 0.046 |
| 2010 | 0.051 | -0.016 | 0.021 | 0.067 |
| 2009 | -0.018 | 0.102 | 0.090 | 0.035 |
| 2008 | -0.111 | -0.005 | -0.089 | -0.160 |
| 2007 | 0.010 | 0.037 | -0.023 | -0.020 |
| 2006 | 0.047 | -0.055 | 0.043 | 0.040 |
| 2005 | 0.024 | 0.048 | 0.054 | 0.037 |
| 2004 | 0.028 | 0.006 | -0.017 | 0.036 |
| 2003 | -0.069 | 0.091 | 0.012 | 0.053 |
| 2002 | -0.004 | -0.089 | -0.120 | 0.029 |
| 2001 | -0.050 | 0.016 | -0.113 | 0.060 |
| 2000 | 0.054 | -0.027 | 0.004 | -0.053 |
| 1999 | 0.034 | 0.035 | -0.020 | 0.128 |
| 1998 | 0.097 | 0.020 | -0.097 | 0.058 |
| 1997 | 0.051 | 0.068 | 0.033 | 0.009 |
| 1996 | 0.006 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.612 |
| 3 years | 0.297 |
| 5 years | 0.154 |
| 10 years | 0.019 |