Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.131 | 0 | 58 |
| 1 month | -0.005 | 0 | 18 |
| 3 months | -0.210 | 0 | 97 |
| 1 year | 0.098 | 0 | 8 |
| 3 years | 0.080 | 0 | 57 |
| 5 years | 0.062 | 0 | 93 |
| 10 years | 0.157 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.309 | — |
| 2023 | 0.407 | — |
| 2022 | -0.506 | — |
| 2021 | -0.028 | — |
| 2020 | 1.218 | — |
| 2019 | 0.269 | — |
| 2018 | 0.133 | — |
| 2017 | 0.236 | — |
| 2016 | 0.273 | — |
| 2015 | 0.136 | — |
| 2014 | 0.177 | — |
| 2013 | 0.264 | — |
| 2012 | 0.054 | — |
| 2011 | 0.021 | — |
| 2010 | 0.250 | — |
| 2009 | 0.195 | — |
| 2008 | -0.169 | — |
| 2007 | 0.120 | — |
| 2006 | -0.071 | — |
| 2005 | 0.280 | — |
| 2004 | 0.028 | — |
| 2003 | 0.117 | — |
| 2002 | -0.228 | — |
| 2001 | -0.078 | — |
| 2000 | 0.172 | — |
| 1999 | 0.179 | — |
| 1998 | 0.152 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.127 | — | — | — |
| 2024 | 0.079 | 0.006 | 0.008 | 0.197 |
| 2023 | 0.107 | 0.146 | -0.052 | 0.171 |
| 2022 | -0.229 | -0.340 | 0.123 | -0.135 |
| 2021 | -0.062 | 0.199 | -0.068 | -0.072 |
| 2020 | 0.015 | 0.518 | 0.221 | 0.179 |
| 2019 | 0.161 | 0.096 | -0.066 | 0.068 |
| 2018 | 0.039 | 0.249 | 0.088 | -0.197 |
| 2017 | 0.073 | 0.071 | 0.016 | 0.058 |
| 2016 | -0.001 | 0.084 | 0.137 | 0.033 |
| 2015 | 0.087 | -0.077 | -0.006 | 0.138 |
| 2014 | 0.029 | 0.018 | 0.013 | 0.109 |
| 2013 | 0.192 | 0.022 | 0.001 | 0.036 |
| 2012 | 0.091 | -0.035 | 0.033 | -0.031 |
| 2011 | 0.002 | 0.004 | -0.088 | 0.113 |
| 2010 | 0.126 | -0.075 | 0.063 | 0.130 |
| 2009 | -0.040 | -0.001 | 0.154 | 0.079 |
| 2008 | -0.102 | 0.082 | -0.097 | -0.054 |
| 2007 | 0.022 | 0.044 | 0.021 | 0.028 |
| 2006 | 0.037 | -0.092 | 0.001 | -0.016 |
| 2005 | 0.034 | 0.088 | 0.059 | 0.074 |
| 2004 | -0.002 | 0.009 | -0.002 | 0.023 |
| 2003 | 0.001 | 0.062 | 0.003 | 0.048 |
| 2002 | 0.037 | -0.144 | -0.151 | 0.025 |
| 2001 | -0.088 | 0.079 | -0.190 | 0.158 |
| 2000 | 0.098 | 0.043 | 0.086 | -0.058 |
| 1999 | 0.097 | 0.034 | -0.083 | 0.134 |
| 1998 | 0.055 | 0.054 | -0.110 | 0.164 |
| 1997 | 0.015 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.080 |
| 5 years | 0.062 |
| 10 years | 0.157 |