Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 99 |
| 1 month | 0.033 | 0 | 9 |
| 3 months | -0.097 | 0 | 99 |
| 1 year | -0.106 | 0 | 99 |
| 3 years | 0.041 | 0 | 84 |
| 5 years | 0.054 | 0 | 93 |
| 10 years | 0.085 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.024 | — |
| 2023 | 0.191 | — |
| 2022 | -0.194 | — |
| 2021 | 0.103 | — |
| 2020 | 0.237 | — |
| 2019 | 0.298 | — |
| 2018 | -0.117 | — |
| 2017 | 0.179 | — |
| 2016 | 0.157 | — |
| 2015 | 0.309 | — |
| 2014 | 0.066 | — |
| 2013 | 0.280 | — |
| 2012 | 0.244 | — |
| 2011 | -0.156 | — |
| 2010 | 0.139 | — |
| 2009 | 0.246 | — |
| 2008 | -0.253 | — |
| 2007 | 0.125 | — |
| 2006 | 0.184 | — |
| 2005 | 0.273 | — |
| 2004 | 0.136 | — |
| 2003 | 0.283 | — |
| 2002 | -0.298 | — |
| 2001 | -0.228 | — |
| 2000 | 0.108 | — |
| 1999 | 0.336 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | — | — | — |
| 2024 | 0.116 | -0.039 | -0.026 | -0.066 |
| 2023 | 0.085 | 0.044 | -0.069 | 0.130 |
| 2022 | -0.151 | -0.147 | -0.001 | 0.115 |
| 2021 | -0.067 | 0.099 | 0.007 | 0.067 |
| 2020 | -0.099 | 0.224 | 0.038 | 0.081 |
| 2019 | 0.101 | 0.122 | -0.037 | 0.091 |
| 2018 | 0.010 | 0.067 | -0.008 | -0.174 |
| 2017 | 0.048 | 0.080 | 0.050 | -0.008 |
| 2016 | 0.015 | 0.025 | 0.089 | 0.020 |
| 2015 | 0.117 | 0.011 | 0.045 | 0.110 |
| 2014 | 0.032 | -0.019 | -0.037 | 0.094 |
| 2013 | 0.097 | 0.007 | 0.070 | 0.083 |
| 2012 | 0.136 | -0.085 | 0.103 | 0.085 |
| 2011 | 0.055 | 0.031 | -0.236 | 0.016 |
| 2010 | 0.050 | -0.143 | 0.136 | 0.114 |
| 2009 | -0.125 | 0.119 | 0.262 | 0.008 |
| 2008 | -0.103 | -0.058 | -0.135 | 0.022 |
| 2007 | 0.057 | 0.040 | -0.010 | 0.033 |
| 2006 | 0.143 | -0.059 | 0.038 | 0.060 |
| 2005 | 0.036 | 0.045 | 0.110 | 0.059 |
| 2004 | -0.012 | 0.048 | 0.016 | 0.080 |
| 2003 | -0.077 | 0.196 | 0.047 | 0.109 |
| 2002 | 0.005 | -0.108 | -0.257 | 0.054 |
| 2001 | -0.142 | -0.015 | -0.199 | 0.140 |
| 2000 | 0.134 | 0.049 | -0.024 | -0.046 |
| 1999 | 0.019 | 0.037 | -0.044 | 0.322 |
| 1998 | 0.271 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.106 |
| 3 years | 0.041 |
| 5 years | 0.054 |
| 10 years | 0.085 |