Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 97 |
| 1 month | -0.026 | 0 | 94 |
| 3 months | 0.001 | 0 | 91 |
| 1 year | 0.203 | 0 | 84 |
| 3 years | 0.074 | 0 | 91 |
| 5 years | 0.116 | 0 | 38 |
| 10 years | 0.045 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.240 | — |
| 2023 | 0.024 | — |
| 2022 | 0.009 | — |
| 2021 | 0.148 | — |
| 2020 | -0.053 | — |
| 2019 | 0.101 | — |
| 2018 | -0.101 | — |
| 2017 | 0.237 | — |
| 2016 | 0.060 | — |
| 2015 | -0.130 | — |
| 2014 | 0.059 | — |
| 2013 | 0.023 | — |
| 2012 | 0.289 | — |
| 2011 | -0.158 | — |
| 2010 | 0.144 | — |
| 2009 | 0.668 | — |
| 2008 | -0.400 | — |
| 2007 | 0.159 | — |
| 2006 | 0.232 | — |
| 2005 | 0.237 | — |
| 2004 | 0.185 | — |
| 2003 | 0.269 | — |
| 2002 | -0.045 | — |
| 2001 | -0.010 | — |
| 2000 | -0.154 | — |
| 1999 | 1.191 | — |
| 1998 | -0.141 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.047 | — | — | — |
| 2024 | 0.021 | 0.062 | 0.068 | 0.071 |
| 2023 | -0.001 | 0.010 | 0.006 | 0.009 |
| 2022 | 0.059 | -0.087 | 0.016 | 0.028 |
| 2021 | 0.099 | 0.017 | 0.021 | 0.006 |
| 2020 | -0.239 | 0.105 | -0.019 | 0.147 |
| 2019 | 0.059 | 0.042 | -0.048 | 0.048 |
| 2018 | 0.027 | -0.070 | 0.006 | -0.064 |
| 2017 | 0.119 | 0.030 | 0.014 | 0.057 |
| 2016 | 0.004 | 0.006 | 0.039 | 0.010 |
| 2015 | 0.008 | -0.025 | -0.128 | 0.015 |
| 2014 | -0.011 | 0.055 | -0.002 | 0.017 |
| 2013 | 0.057 | -0.036 | 0.007 | -0.003 |
| 2012 | 0.162 | -0.006 | 0.082 | 0.031 |
| 2011 | -0.033 | 0.004 | -0.121 | -0.013 |
| 2010 | 0.005 | 0.022 | 0.085 | 0.026 |
| 2009 | -0.064 | 0.399 | 0.178 | 0.083 |
| 2008 | -0.025 | -0.025 | -0.166 | -0.243 |
| 2007 | 0.096 | 0.102 | 0.011 | -0.051 |
| 2006 | 0.085 | -0.066 | 0.073 | 0.133 |
| 2005 | 0.063 | 0.060 | 0.066 | 0.030 |
| 2004 | 0.065 | 0.017 | 0.057 | 0.036 |
| 2003 | -0.026 | 0.144 | 0.091 | 0.043 |
| 2002 | 0.130 | -0.037 | -0.119 | -0.005 |
| 2001 | -0.082 | 0.101 | -0.171 | 0.182 |
| 2000 | -0.181 | -0.025 | 0.044 | 0.015 |
| 1999 | 0.248 | 0.569 | -0.050 | 0.178 |
| 1998 | -0.021 | -0.242 | -0.151 | 0.366 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.034 |
| 5 years | 0.091 |
| 10 years | 0.033 |