Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.056 | 0 | 50 |
| 1 month | -0.010 | 0 | 74 |
| 3 months | -0.082 | 0 | 49 |
| 1 year | 0.094 | 0 | 48 |
| 3 years | 0.101 | 0 | 53 |
| 5 years | 0.127 | 0 | 69 |
| 10 years | 0.092 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.219 | — |
| 2023 | 0.236 | — |
| 2022 | -0.197 | — |
| 2021 | 0.222 | — |
| 2020 | 0.209 | — |
| 2019 | 0.279 | — |
| 2018 | -0.050 | — |
| 2017 | 0.192 | — |
| 2016 | 0.085 | — |
| 2015 | -0.078 | — |
| 2014 | 0.051 | — |
| 2013 | 0.290 | — |
| 2012 | 0.124 | — |
| 2011 | -0.025 | — |
| 2010 | 0.122 | — |
| 2009 | 0.289 | — |
| 2008 | -0.431 | — |
| 2007 | 0.051 | — |
| 2006 | 0.073 | — |
| 2005 | 0.024 | — |
| 2004 | 0.077 | — |
| 2003 | 0.247 | — |
| 2002 | -0.236 | — |
| 2001 | -0.146 | — |
| 2000 | -0.099 | — |
| 1999 | 0.191 | — |
| 1998 | 0.289 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.097 | 0.042 | 0.051 | 0.015 |
| 2023 | 0.071 | 0.078 | -0.034 | 0.109 |
| 2022 | -0.060 | -0.166 | -0.060 | 0.088 |
| 2021 | 0.061 | 0.070 | -0.010 | 0.087 |
| 2020 | -0.169 | 0.184 | 0.084 | 0.132 |
| 2019 | 0.128 | 0.026 | 0.010 | 0.094 |
| 2018 | -0.004 | 0.035 | 0.072 | -0.140 |
| 2017 | 0.052 | 0.021 | 0.043 | 0.065 |
| 2016 | -0.006 | 0.016 | 0.035 | 0.038 |
| 2015 | 0.002 | -0.015 | -0.099 | 0.037 |
| 2014 | 0.016 | 0.039 | -0.036 | 0.033 |
| 2013 | 0.104 | 0.021 | 0.059 | 0.082 |
| 2012 | 0.118 | -0.048 | 0.054 | 0.002 |
| 2011 | 0.054 | -0.013 | -0.148 | 0.100 |
| 2010 | 0.036 | -0.114 | 0.109 | 0.103 |
| 2009 | -0.071 | 0.168 | 0.133 | 0.048 |
| 2008 | -0.107 | 0.003 | -0.171 | -0.234 |
| 2007 | 0.012 | 0.065 | -0.004 | -0.022 |
| 2006 | 0.034 | -0.042 | 0.013 | 0.069 |
| 2005 | -0.028 | 0.004 | 0.030 | 0.018 |
| 2004 | 0.008 | 0.012 | -0.021 | 0.077 |
| 2003 | -0.040 | 0.142 | 0.020 | 0.115 |
| 2002 | -0.007 | -0.135 | -0.174 | 0.076 |
| 2001 | -0.128 | 0.046 | -0.149 | 0.100 |
| 2000 | 0.020 | -0.029 | -0.010 | -0.080 |
| 1999 | 0.048 | 0.066 | -0.063 | 0.139 |
| 1998 | 0.135 | 0.028 | -0.084 | 0.205 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.092 |
| 5 years | 0.121 |
| 10 years | 0.090 |