Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.059 | 0 | 98 |
| 1 month | -0.023 | 0 | 99 |
| 3 months | -0.087 | 0 | 98 |
| 1 year | 0.028 | 0 | 92 |
| 3 years | 0.098 | 0 | 28 |
| 5 years | 0.155 | 0 | 2 |
| 10 years | 0.108 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | 0.281 | — |
| 2022 | -0.143 | — |
| 2021 | 0.245 | — |
| 2020 | 0.200 | — |
| 2019 | 0.296 | — |
| 2018 | -0.096 | — |
| 2017 | 0.270 | — |
| 2016 | 0.090 | — |
| 2015 | -0.014 | — |
| 2014 | 0.051 | — |
| 2013 | 0.289 | — |
| 2012 | 0.193 | — |
| 2011 | -0.111 | — |
| 2010 | 0.119 | — |
| 2009 | 0.432 | — |
| 2008 | -0.434 | — |
| 2007 | 0.148 | — |
| 2006 | 0.272 | — |
| 2005 | 0.135 | — |
| 2004 | 0.144 | — |
| 2003 | 0.327 | — |
| 2002 | -0.226 | — |
| 2001 | -0.145 | — |
| 2000 | -0.128 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.102 | 0.042 | 0.037 | -0.019 |
| 2023 | 0.099 | 0.057 | -0.020 | 0.125 |
| 2022 | -0.024 | -0.185 | -0.023 | 0.101 |
| 2021 | 0.072 | 0.072 | 0.009 | 0.074 |
| 2020 | -0.212 | 0.191 | 0.090 | 0.173 |
| 2019 | 0.131 | 0.039 | -0.003 | 0.107 |
| 2018 | -0.022 | 0.025 | 0.050 | -0.141 |
| 2017 | 0.084 | 0.045 | 0.046 | 0.072 |
| 2016 | -0.005 | -0.008 | 0.067 | 0.035 |
| 2015 | 0.011 | 0.016 | -0.110 | 0.078 |
| 2014 | 0.002 | 0.050 | -0.023 | 0.022 |
| 2013 | 0.083 | 0.013 | 0.088 | 0.080 |
| 2012 | 0.147 | -0.065 | 0.082 | 0.028 |
| 2011 | 0.045 | -0.005 | -0.202 | 0.071 |
| 2010 | 0.024 | -0.117 | 0.159 | 0.068 |
| 2009 | -0.088 | 0.254 | 0.174 | 0.066 |
| 2008 | -0.110 | -0.007 | -0.184 | -0.215 |
| 2007 | 0.036 | 0.090 | 0.020 | -0.003 |
| 2006 | 0.091 | -0.004 | 0.052 | 0.112 |
| 2005 | -0.013 | 0.023 | 0.072 | 0.048 |
| 2004 | 0.037 | -0.001 | 0.001 | 0.103 |
| 2003 | -0.039 | 0.165 | 0.043 | 0.136 |
| 2002 | -0.017 | -0.088 | -0.189 | 0.064 |
| 2001 | -0.135 | 0.032 | -0.146 | 0.122 |
| 2000 | 0.032 | -0.057 | -0.035 | -0.071 |
| 1999 | 0.166 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.098 |
| 5 years | 0.155 |
| 10 years | 0.108 |