Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.134 | 0 | 34 |
| 1 month | -0.005 | 0 | 70 |
| 3 months | 0.078 | 0 | 27 |
| 1 year | 0.134 | 0 | 25 |
| 3 years | 0.212 | 0 | 29 |
| 5 years | 0.153 | 0 | 26 |
| 10 years | 0.135 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.345 | — |
| 2023 | 0.232 | — |
| 2022 | -0.153 | — |
| 2021 | 0.257 | — |
| 2020 | 0.145 | — |
| 2019 | 0.233 | — |
| 2018 | 0.024 | — |
| 2017 | 0.122 | — |
| 2016 | 0.073 | — |
| 2015 | 0.191 | — |
| 2014 | 0.225 | — |
| 2013 | 0.394 | — |
| 2012 | 0.114 | — |
| 2011 | 0.031 | — |
| 2010 | 0.076 | — |
| 2009 | 0.076 | — |
| 2008 | -0.233 | — |
| 2007 | -0.116 | — |
| 2006 | 0.141 | — |
| 2005 | 0.004 | — |
| 2004 | 0.021 | — |
| 2003 | 0.039 | — |
| 2002 | -0.236 | — |
| 2001 | -0.075 | — |
| 2000 | -0.069 | — |
| 1999 | 0.131 | — |
| 1998 | 0.346 | — |
| 1997 | 0.337 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | 0.053 | 0.102 | — |
| 2024 | 0.127 | 0.050 | 0.043 | 0.090 |
| 2023 | 0.076 | 0.062 | -0.009 | 0.087 |
| 2022 | -0.068 | -0.146 | 0.021 | 0.043 |
| 2021 | 0.044 | 0.075 | 0.024 | 0.095 |
| 2020 | -0.129 | 0.156 | 0.065 | 0.069 |
| 2019 | 0.109 | 0.019 | 0.024 | 0.066 |
| 2018 | 0.014 | 0.052 | 0.054 | -0.090 |
| 2017 | 0.046 | 0.001 | 0.002 | 0.069 |
| 2016 | -0.052 | 0.018 | 0.048 | 0.060 |
| 2015 | 0.098 | -0.014 | -0.004 | 0.106 |
| 2014 | 0.055 | 0.012 | 0.058 | 0.084 |
| 2013 | 0.126 | 0.061 | 0.028 | 0.136 |
| 2012 | 0.098 | -0.011 | 0.023 | 0.003 |
| 2011 | 0.027 | -0.007 | -0.068 | 0.084 |
| 2010 | 0.015 | -0.075 | 0.072 | 0.068 |
| 2009 | -0.080 | 0.065 | 0.058 | 0.037 |
| 2008 | -0.063 | -0.036 | -0.048 | -0.109 |
| 2007 | -0.007 | -0.023 | -0.047 | -0.045 |
| 2006 | 0.040 | -0.062 | 0.053 | 0.110 |
| 2005 | -0.019 | 0.024 | -0.022 | 0.022 |
| 2004 | 0.028 | 0.039 | -0.076 | 0.036 |
| 2003 | -0.101 | 0.060 | 0.020 | 0.070 |
| 2002 | -0.002 | -0.177 | -0.137 | 0.077 |
| 2001 | -0.075 | 0.015 | -0.114 | 0.112 |
| 2000 | 0.022 | -0.012 | 0.009 | -0.085 |
| 1999 | 0.036 | 0.045 | -0.069 | 0.123 |
| 1998 | 0.130 | 0.066 | -0.074 | 0.207 |
| 1997 | 0.011 | 0.162 | 0.071 | 0.062 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.134 |
| 3 years | 0.212 |
| 5 years | 0.153 |
| 10 years | 0.135 |
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