Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.056 | 0 | — |
| 1 month | -0.043 | 0 | — |
| 3 months | -0.110 | 0 | — |
| 1 year | 0.089 | 0 | — |
| 3 years | 0.050 | 0 | — |
| 5 years | 0.137 | 0 | — |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.074 | — |
| 2022 | -0.161 | — |
| 2021 | 0.247 | — |
| 2020 | 0.264 | — |
| 2019 | 0.210 | — |
| 2018 | -0.134 | — |
| 2017 | 0.266 | — |
| 2016 | 0.069 | — |
| 2015 | -0.022 | — |
| 2014 | 0.082 | — |
| 2013 | 0.138 | — |
| 2012 | -0.008 | — |
| 2011 | -0.033 | — |
| 2010 | 0.065 | — |
| 2009 | 0.422 | — |
| 2008 | -0.210 | — |
| 2007 | 0.029 | — |
| 2006 | -0.083 | — |
| 2005 | 0.155 | — |
| 2004 | 0.024 | — |
| 2003 | 0.299 | — |
| 2002 | -0.467 | — |
| 2001 | -0.203 | — |
| 2000 | -0.046 | — |
| 1999 | 0.838 | — |
| 1998 | 0.181 | — |
| 1997 | 0.223 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.028 | 0.029 | 0.082 | -0.005 |
| 2023 | 0.059 | 0.000 | -0.093 | 0.118 |
| 2022 | -0.081 | -0.152 | 0.008 | 0.068 |
| 2021 | 0.139 | 0.079 | -0.016 | 0.032 |
| 2020 | -0.283 | 0.317 | 0.072 | 0.250 |
| 2019 | 0.187 | -0.001 | -0.040 | 0.062 |
| 2018 | -0.043 | 0.063 | 0.020 | -0.164 |
| 2017 | 0.139 | 0.007 | 0.025 | 0.077 |
| 2016 | -0.088 | -0.007 | 0.116 | 0.058 |
| 2015 | 0.094 | -0.030 | -0.128 | 0.057 |
| 2014 | 0.024 | -0.009 | 0.027 | 0.038 |
| 2013 | 0.058 | 0.003 | 0.065 | 0.007 |
| 2012 | -0.001 | 0.013 | 0.011 | -0.030 |
| 2011 | -0.006 | -0.027 | -0.034 | 0.035 |
| 2010 | 0.029 | -0.043 | 0.018 | 0.062 |
| 2009 | -0.012 | 0.230 | 0.184 | -0.012 |
| 2008 | -0.085 | 0.031 | 0.032 | -0.189 |
| 2007 | 0.017 | 0.063 | -0.010 | -0.039 |
| 2006 | 0.025 | -0.141 | 0.012 | 0.029 |
| 2005 | -0.057 | 0.078 | 0.095 | 0.038 |
| 2004 | 0.059 | 0.037 | -0.090 | 0.025 |
| 2003 | -0.028 | 0.216 | 0.049 | 0.048 |
| 2002 | -0.111 | -0.322 | -0.171 | 0.066 |
| 2001 | -0.200 | 0.159 | -0.341 | 0.305 |
| 2000 | 0.127 | -0.008 | 0.146 | -0.256 |
| 1999 | 0.172 | 0.149 | -0.034 | 0.414 |
| 1998 | 0.201 | -0.056 | -0.206 | 0.312 |
| 1997 | -0.109 | 0.254 | 0.103 | -0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.050 |
| 5 years | 0.137 |
| 10 years | 0.070 |