Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.150 | 0 | 61 |
| 1 month | 0.071 | 0 | 53 |
| 3 months | 0.143 | 0 | 33 |
| 1 year | 0.083 | 0 | 60 |
| 3 years | 0.045 | 0 | 69 |
| 5 years | 0.047 | 0 | 49 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.010 | — |
| 2023 | 0.021 | — |
| 2022 | -0.069 | — |
| 2021 | 0.139 | — |
| 2020 | 0.185 | — |
| 2019 | 0.213 | — |
| 2018 | -0.010 | — |
| 2017 | 0.203 | — |
| 2016 | -0.081 | — |
| 2015 | 0.057 | — |
| 2014 | 0.174 | — |
| 2013 | 0.354 | — |
| 2012 | 0.149 | — |
| 2011 | 0.057 | — |
| 2010 | 0.021 | — |
| 2009 | 0.193 | — |
| 2008 | -0.230 | — |
| 2007 | -0.008 | — |
| 2006 | 0.129 | — |
| 2005 | 0.066 | — |
| 2004 | 0.048 | — |
| 2003 | 0.200 | — |
| 2002 | -0.192 | — |
| 2001 | -0.141 | — |
| 2000 | 0.304 | — |
| 1999 | -0.091 | — |
| 1998 | 0.315 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | -0.042 | 0.041 | — |
| 2024 | 0.061 | 0.010 | 0.038 | -0.111 |
| 2023 | -0.008 | 0.028 | -0.047 | 0.050 |
| 2022 | -0.033 | -0.087 | -0.053 | 0.113 |
| 2021 | 0.009 | 0.081 | -0.004 | 0.050 |
| 2020 | -0.086 | 0.156 | 0.056 | 0.061 |
| 2019 | 0.105 | -0.008 | -0.018 | 0.127 |
| 2018 | -0.020 | 0.027 | 0.099 | -0.105 |
| 2017 | 0.079 | 0.085 | 0.028 | -0.001 |
| 2016 | -0.077 | 0.054 | 0.005 | -0.060 |
| 2015 | 0.079 | 0.014 | -0.096 | 0.068 |
| 2014 | 0.046 | 0.047 | 0.034 | 0.037 |
| 2013 | 0.149 | 0.022 | 0.066 | 0.083 |
| 2012 | 0.078 | -0.003 | 0.063 | 0.005 |
| 2011 | 0.042 | 0.073 | -0.125 | 0.081 |
| 2010 | 0.013 | -0.122 | 0.119 | 0.026 |
| 2009 | -0.088 | 0.101 | 0.116 | 0.064 |
| 2008 | -0.093 | -0.016 | -0.029 | -0.111 |
| 2007 | 0.004 | 0.015 | 0.007 | -0.033 |
| 2006 | 0.036 | -0.004 | 0.065 | 0.027 |
| 2005 | -0.019 | 0.042 | 0.033 | 0.009 |
| 2004 | -0.008 | 0.019 | -0.026 | 0.065 |
| 2003 | -0.011 | 0.124 | -0.010 | 0.090 |
| 2002 | -0.012 | -0.125 | -0.095 | 0.034 |
| 2001 | -0.150 | 0.032 | -0.023 | 0.003 |
| 2000 | 0.044 | 0.152 | 0.028 | 0.055 |
| 1999 | 0.003 | -0.067 | -0.071 | 0.046 |
| 1998 | 0.161 | 0.004 | -0.029 | 0.162 |
| 1997 | -0.038 | 0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.037 |
| 5 years | 0.042 |
| 10 years | 0.067 |
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