Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | 69 |
| 1 month | -0.005 | 0 | 44 |
| 3 months | -0.037 | 0 | 76 |
| 1 year | 0.026 | 0 | 69 |
| 3 years | 0.059 | 0 | 63 |
| 5 years | 0.104 | 0 | 51 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.130 | — |
| 2022 | -0.094 | — |
| 2021 | 0.255 | — |
| 2020 | 0.001 | — |
| 2019 | 0.274 | — |
| 2018 | -0.128 | — |
| 2017 | 0.070 | — |
| 2016 | 0.000 | — |
| 2015 | 0.095 | — |
| 2014 | 0.033 | — |
| 2013 | 0.230 | — |
| 2012 | 0.184 | — |
| 2011 | -0.160 | — |
| 2010 | 0.025 | — |
| 2009 | 0.268 | — |
| 2008 | -0.451 | — |
| 2007 | 0.063 | — |
| 2006 | 0.213 | — |
| 2005 | 0.255 | — |
| 2004 | 0.117 | — |
| 2003 | 0.108 | — |
| 2002 | -0.240 | — |
| 2001 | -0.164 | — |
| 2000 | 0.012 | — |
| 1999 | 0.355 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | — | — | — |
| 2024 | 0.072 | 0.005 | 0.023 | -0.038 |
| 2023 | 0.094 | 0.018 | -0.036 | 0.053 |
| 2022 | -0.054 | -0.100 | -0.011 | 0.076 |
| 2021 | 0.082 | 0.069 | 0.016 | 0.068 |
| 2020 | -0.191 | 0.139 | -0.008 | 0.095 |
| 2019 | 0.132 | 0.053 | 0.032 | 0.036 |
| 2018 | -0.037 | 0.046 | 0.003 | -0.136 |
| 2017 | 0.041 | 0.004 | 0.026 | -0.002 |
| 2016 | -0.068 | -0.005 | 0.036 | 0.040 |
| 2015 | 0.186 | -0.047 | -0.086 | 0.060 |
| 2014 | 0.031 | 0.025 | -0.014 | -0.009 |
| 2013 | 0.023 | 0.008 | 0.113 | 0.071 |
| 2012 | 0.096 | -0.060 | 0.080 | 0.064 |
| 2011 | 0.031 | 0.005 | -0.229 | 0.052 |
| 2010 | 0.007 | -0.092 | 0.073 | 0.044 |
| 2009 | -0.139 | 0.193 | 0.207 | 0.023 |
| 2008 | -0.164 | -0.052 | -0.121 | -0.211 |
| 2007 | 0.032 | 0.080 | -0.034 | -0.012 |
| 2006 | 0.096 | -0.045 | 0.077 | 0.076 |
| 2005 | 0.049 | 0.054 | 0.084 | 0.048 |
| 2004 | 0.029 | 0.012 | 0.002 | 0.071 |
| 2003 | -0.071 | 0.109 | 0.015 | 0.060 |
| 2002 | 0.001 | -0.121 | -0.153 | 0.019 |
| 2001 | -0.092 | 0.003 | -0.157 | 0.089 |
| 2000 | 0.034 | 0.036 | -0.019 | -0.037 |
| 1999 | 0.048 | 0.070 | 0.007 | 0.200 |
| 1998 | 0.097 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.122 |
| 3 years | 0.008 |
| 5 years | 0.074 |
| 10 years | 0.031 |