Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.069 | 0 | 63 |
| 1 month | -0.011 | 0 | 39 |
| 3 months | -0.108 | 0 | 61 |
| 1 year | 0.057 | 0 | 19 |
| 3 years | 0.098 | 0 | 7 |
| 5 years | 0.132 | 0 | 17 |
| 10 years | 0.110 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.234 | — |
| 2023 | 0.178 | — |
| 2022 | -0.076 | — |
| 2021 | 0.238 | — |
| 2020 | 0.108 | — |
| 2019 | 0.183 | — |
| 2018 | -0.070 | — |
| 2017 | 0.139 | — |
| 2016 | 0.302 | — |
| 2015 | 0.082 | — |
| 2014 | 0.150 | — |
| 2013 | 0.392 | — |
| 2012 | 0.129 | — |
| 2011 | -0.039 | — |
| 2010 | 0.202 | — |
| 2009 | 0.137 | — |
| 2008 | -0.244 | — |
| 2007 | 0.015 | — |
| 2006 | 0.083 | — |
| 2005 | 0.247 | — |
| 2004 | 0.085 | — |
| 2003 | 0.227 | — |
| 2002 | -0.253 | — |
| 2001 | -0.122 | — |
| 2000 | -0.065 | — |
| 1999 | 0.231 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.102 | 0.021 | -0.005 | 0.102 |
| 2023 | 0.033 | 0.036 | 0.019 | 0.079 |
| 2022 | -0.024 | -0.085 | 0.019 | 0.016 |
| 2021 | 0.066 | 0.063 | 0.025 | 0.066 |
| 2020 | -0.164 | 0.188 | 0.028 | 0.084 |
| 2019 | 0.101 | 0.049 | 0.022 | 0.002 |
| 2018 | -0.045 | 0.097 | 0.047 | -0.152 |
| 2017 | 0.061 | -0.003 | 0.029 | 0.048 |
| 2016 | 0.013 | 0.051 | 0.106 | 0.106 |
| 2015 | 0.093 | -0.052 | -0.054 | 0.104 |
| 2014 | 0.021 | 0.018 | 0.034 | 0.070 |
| 2013 | 0.209 | 0.033 | 0.044 | 0.066 |
| 2012 | 0.109 | -0.068 | 0.074 | 0.018 |
| 2011 | 0.025 | 0.014 | -0.124 | 0.056 |
| 2010 | 0.114 | -0.126 | 0.078 | 0.145 |
| 2009 | -0.123 | 0.054 | 0.192 | 0.031 |
| 2008 | -0.106 | 0.037 | -0.138 | -0.055 |
| 2007 | 0.035 | 0.046 | -0.016 | -0.047 |
| 2006 | 0.075 | -0.065 | 0.019 | 0.057 |
| 2005 | 0.018 | 0.082 | 0.079 | 0.049 |
| 2004 | 0.014 | 0.014 | 0.004 | 0.052 |
| 2003 | -0.015 | 0.125 | 0.046 | 0.058 |
| 2002 | 0.031 | -0.137 | -0.187 | 0.033 |
| 2001 | -0.085 | 0.056 | -0.197 | 0.132 |
| 2000 | -0.002 | 0.013 | -0.016 | -0.061 |
| 1999 | 0.055 | 0.067 | -0.072 | 0.179 |
| 1998 | 0.239 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.083 |
| 5 years | 0.122 |
| 10 years | 0.106 |