Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.091 | 0 | 13 |
| 1 month | -0.001 | 0 | 59 |
| 3 months | 0.011 | 0 | 19 |
| 1 year | 0.076 | 0 | 39 |
| 3 years | 0.068 | 0 | 75 |
| 5 years | 0.110 | 0 | 59 |
| 10 years | 0.052 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.054 | — |
| 2023 | 0.118 | — |
| 2022 | -0.134 | — |
| 2021 | 0.227 | — |
| 2020 | -0.011 | — |
| 2019 | 0.306 | — |
| 2018 | -0.153 | — |
| 2017 | 0.122 | — |
| 2016 | 0.026 | — |
| 2015 | 0.135 | — |
| 2014 | 0.024 | — |
| 2013 | 0.216 | — |
| 2012 | 0.195 | — |
| 2011 | -0.141 | — |
| 2010 | 0.031 | — |
| 2009 | 0.249 | — |
| 2008 | -0.429 | — |
| 2007 | 0.104 | — |
| 2006 | 0.152 | — |
| 2005 | 0.236 | — |
| 2004 | 0.094 | — |
| 2003 | 0.181 | — |
| 2002 | -0.353 | — |
| 2001 | -0.191 | — |
| 2000 | -0.023 | — |
| 1999 | 0.428 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.092 | — | — | — |
| 2024 | 0.102 | -0.029 | 0.023 | -0.037 |
| 2023 | 0.095 | -0.007 | -0.040 | 0.070 |
| 2022 | -0.075 | -0.114 | -0.019 | 0.078 |
| 2021 | 0.074 | 0.075 | -0.009 | 0.072 |
| 2020 | -0.247 | 0.176 | 0.009 | 0.107 |
| 2019 | 0.138 | 0.058 | 0.022 | 0.061 |
| 2018 | -0.035 | 0.026 | -0.002 | -0.142 |
| 2017 | 0.066 | 0.018 | 0.039 | -0.005 |
| 2016 | -0.072 | -0.022 | 0.065 | 0.061 |
| 2015 | 0.198 | -0.045 | -0.075 | 0.074 |
| 2014 | 0.001 | 0.022 | -0.006 | 0.006 |
| 2013 | 0.024 | 0.011 | 0.093 | 0.074 |
| 2012 | 0.101 | -0.062 | 0.086 | 0.066 |
| 2011 | 0.032 | 0.008 | -0.224 | 0.065 |
| 2010 | 0.007 | -0.075 | 0.056 | 0.048 |
| 2009 | -0.146 | 0.175 | 0.200 | 0.037 |
| 2008 | -0.177 | -0.047 | -0.095 | -0.195 |
| 2007 | 0.027 | 0.099 | -0.020 | -0.002 |
| 2006 | 0.079 | -0.046 | 0.054 | 0.062 |
| 2005 | 0.040 | 0.051 | 0.079 | 0.047 |
| 2004 | 0.016 | 0.023 | -0.014 | 0.067 |
| 2003 | -0.124 | 0.205 | -0.008 | 0.127 |
| 2002 | 0.002 | -0.167 | -0.265 | 0.056 |
| 2001 | -0.119 | 0.003 | -0.210 | 0.158 |
| 2000 | 0.066 | -0.022 | -0.021 | -0.043 |
| 1999 | 0.032 | 0.065 | -0.034 | 0.346 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.050 |
| 5 years | 0.099 |
| 10 years | 0.047 |