Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 32 |
| 1 month | -0.015 | 0 | 34 |
| 3 months | 0.039 | 0 | 34 |
| 1 year | -0.049 | 0 | 72 |
| 3 years | 0.217 | 0 | 21 |
| 5 years | 0.316 | 0 | 4 |
| 10 years | 0.193 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.223 | — |
| 2023 | 0.464 | — |
| 2022 | 0.095 | — |
| 2021 | 0.880 | — |
| 2020 | 0.751 | — |
| 2019 | -0.235 | — |
| 2018 | 0.027 | — |
| 2017 | 0.052 | — |
| 2016 | 0.102 | — |
| 2015 | 0.082 | — |
| 2014 | 0.114 | — |
| 2013 | 0.076 | — |
| 2012 | 0.132 | — |
| 2011 | -0.051 | — |
| 2010 | 0.329 | — |
| 2009 | 0.099 | — |
| 2008 | -0.079 | — |
| 2007 | 0.243 | — |
| 2006 | 0.226 | — |
| 2005 | 0.081 | — |
| 2004 | 0.118 | — |
| 2003 | 0.206 | — |
| 2002 | 1.017 | — |
| 2001 | -0.665 | — |
| 2000 | 0.013 | — |
| 1999 | 0.146 | — |
| 1998 | 0.156 | — |
| 1997 | 0.212 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.117 | 0.140 | -0.042 | — |
| 2024 | 0.083 | 0.160 | 0.060 | -0.081 |
| 2023 | -0.048 | 0.164 | 0.142 | 0.156 |
| 2022 | -0.010 | -0.126 | 0.161 | 0.090 |
| 2021 | 0.180 | 0.388 | 0.113 | 0.031 |
| 2020 | -0.247 | 0.352 | 0.458 | 0.179 |
| 2019 | -0.021 | -0.118 | -0.136 | 0.026 |
| 2018 | -0.005 | -0.003 | -0.010 | 0.045 |
| 2017 | 0.009 | 0.020 | 0.014 | 0.008 |
| 2016 | 0.021 | 0.020 | 0.038 | 0.020 |
| 2015 | 0.024 | 0.017 | 0.024 | 0.014 |
| 2014 | 0.020 | 0.027 | 0.022 | 0.041 |
| 2013 | 0.021 | 0.020 | 0.008 | 0.025 |
| 2012 | 0.065 | 0.005 | 0.032 | 0.025 |
| 2011 | -0.008 | -0.061 | 0.018 | 0.001 |
| 2010 | 0.022 | 0.038 | 0.001 | 0.252 |
| 2009 | -0.003 | 0.036 | 0.037 | 0.025 |
| 2008 | -0.071 | -0.022 | 0.016 | -0.003 |
| 2007 | -0.043 | 0.086 | 0.088 | 0.099 |
| 2006 | 0.107 | -0.008 | 0.054 | 0.058 |
| 2005 | -0.030 | 0.036 | 0.062 | 0.012 |
| 2004 | -0.018 | -0.009 | 0.049 | 0.095 |
| 2003 | -0.023 | 0.114 | 0.021 | 0.085 |
| 2002 | 0.093 | 0.089 | 0.447 | 0.170 |
| 2001 | -0.168 | -0.170 | — | — |
| 2000 | 0.025 | -0.011 | -0.014 | 0.013 |
| 1999 | 0.034 | 0.032 | — | — |
| 1998 | 0.047 | 0.035 | 0.037 | 0.029 |
| 1997 | 0.065 | 0.050 | 0.054 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.059 |
| 3 years | 0.217 |
| 5 years | 0.316 |
| 10 years | 0.193 |
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