Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 63 |
| 1 month | 0.025 | 0 | 66 |
| 3 months | -0.010 | 0 | 80 |
| 1 year | 0.014 | 0 | 81 |
| 3 years | 0.125 | 0 | 80 |
| 5 years | 0.190 | 0 | 82 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.173 | — |
| 2023 | 0.269 | — |
| 2022 | 0.048 | — |
| 2021 | 0.221 | — |
| 2020 | 0.066 | — |
| 2019 | 0.041 | — |
| 2018 | -0.083 | — |
| 2017 | 0.325 | — |
| 2016 | 0.002 | — |
| 2015 | -0.013 | — |
| 2014 | 0.386 | — |
| 2013 | 0.024 | — |
| 2012 | 0.307 | — |
| 2011 | -0.205 | — |
| 2010 | 0.235 | — |
| 2009 | 0.854 | — |
| 2008 | -0.662 | — |
| 2007 | 0.874 | — |
| 2006 | 0.488 | — |
| 2005 | 0.630 | — |
| 2004 | 0.340 | — |
| 2003 | 1.125 | — |
| 2002 | 0.175 | — |
| 2001 | -0.383 | — |
| 2000 | -0.221 | — |
| 1999 | 1.240 | — |
| 1998 | 0.109 | — |
| 1997 | -0.122 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | — | — | — |
| 2024 | 0.046 | 0.124 | 0.064 | -0.061 |
| 2023 | -0.076 | 0.118 | 0.107 | 0.110 |
| 2022 | 0.039 | -0.133 | 0.150 | 0.012 |
| 2021 | 0.046 | 0.092 | 0.089 | -0.019 |
| 2020 | -0.287 | 0.166 | 0.086 | 0.181 |
| 2019 | 0.047 | 0.005 | -0.048 | 0.038 |
| 2018 | -0.066 | -0.005 | -0.009 | -0.005 |
| 2017 | 0.142 | 0.050 | 0.032 | 0.072 |
| 2016 | -0.063 | 0.078 | 0.061 | -0.065 |
| 2015 | 0.058 | -0.007 | -0.060 | -0.001 |
| 2014 | 0.040 | 0.186 | 0.053 | 0.068 |
| 2013 | -0.098 | -0.002 | -0.007 | 0.146 |
| 2012 | 0.099 | 0.011 | 0.093 | 0.075 |
| 2011 | -0.063 | 0.023 | -0.102 | -0.077 |
| 2010 | 0.005 | 0.067 | 0.154 | -0.001 |
| 2009 | -0.069 | 0.724 | 0.116 | 0.035 |
| 2008 | -0.340 | -0.192 | -0.111 | -0.287 |
| 2007 | -0.112 | 0.228 | 0.221 | 0.407 |
| 2006 | 0.212 | -0.157 | 0.217 | 0.197 |
| 2005 | 0.091 | 0.020 | 0.338 | 0.095 |
| 2004 | -0.156 | -0.070 | 0.350 | 0.264 |
| 2003 | -0.107 | 0.367 | 0.224 | 0.422 |
| 2002 | 0.118 | 0.175 | -0.169 | 0.076 |
| 2001 | -0.288 | -0.147 | -0.127 | 0.164 |
| 2000 | 0.145 | -0.184 | -0.135 | -0.036 |
| 1999 | 0.498 | -0.019 | 0.348 | 0.132 |
| 1998 | 0.058 | -0.085 | 0.141 | 0.004 |
| 1997 | 0.085 | -0.007 | -0.094 | -0.100 |
| 1996 | -0.008 | -0.129 | -0.138 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.125 |
| 5 years | 0.190 |
| 10 years | 0.091 |