Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | — |
| 1 month | 0.005 | 0 | — |
| 3 months | 0.131 | 0 | — |
| 1 year | 0.186 | 0 | — |
| 3 years | 0.268 | 0 | — |
| 5 years | 0.160 | 0 | — |
| 10 years | 0.178 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.403 | — |
| 2023 | 0.454 | — |
| 2022 | -0.251 | — |
| 2021 | 0.245 | — |
| 2020 | 0.291 | — |
| 2019 | 0.323 | — |
| 2018 | -0.003 | — |
| 2017 | 0.275 | — |
| 2016 | 0.084 | — |
| 2015 | 0.147 | — |
| 2014 | 0.172 | — |
| 2013 | 0.266 | — |
| 2012 | -0.037 | — |
| 2011 | -0.099 | — |
| 2010 | -0.055 | — |
| 2009 | 0.397 | — |
| 2008 | -0.368 | — |
| 2007 | 0.045 | — |
| 2006 | 0.062 | — |
| 2005 | -0.075 | — |
| 2004 | -0.030 | — |
| 2003 | 0.181 | — |
| 2002 | -0.468 | — |
| 2001 | -0.361 | — |
| 2000 | -0.129 | — |
| 1999 | 1.219 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.128 | 0.149 | — | — |
| 2024 | 0.148 | 0.108 | -0.007 | 0.111 |
| 2023 | 0.204 | 0.117 | -0.044 | 0.131 |
| 2022 | -0.095 | -0.197 | 0.003 | 0.027 |
| 2021 | 0.009 | 0.076 | 0.022 | 0.122 |
| 2020 | -0.086 | 0.219 | 0.072 | 0.081 |
| 2019 | 0.141 | 0.022 | 0.037 | 0.094 |
| 2018 | 0.054 | 0.055 | 0.017 | -0.118 |
| 2017 | 0.112 | 0.010 | 0.030 | 0.103 |
| 2016 | -0.057 | -0.019 | 0.151 | 0.018 |
| 2015 | 0.079 | -0.017 | -0.024 | 0.108 |
| 2014 | 0.023 | -0.001 | 0.070 | 0.071 |
| 2013 | 0.039 | 0.031 | 0.063 | 0.112 |
| 2012 | 0.118 | -0.112 | 0.033 | -0.060 |
| 2011 | -0.011 | -0.045 | -0.044 | -0.002 |
| 2010 | -0.003 | -0.107 | 0.062 | 0.000 |
| 2009 | 0.085 | 0.170 | 0.058 | 0.041 |
| 2008 | -0.094 | -0.020 | -0.181 | -0.131 |
| 2007 | 0.020 | 0.052 | 0.014 | -0.039 |
| 2006 | 0.060 | -0.135 | 0.035 | 0.119 |
| 2005 | -0.078 | -0.018 | -0.008 | 0.029 |
| 2004 | 0.041 | 0.007 | -0.167 | 0.111 |
| 2003 | -0.094 | 0.146 | 0.045 | 0.089 |
| 2002 | -0.070 | -0.371 | -0.202 | 0.139 |
| 2001 | -0.307 | 0.088 | -0.382 | 0.372 |
| 2000 | 0.256 | -0.012 | -0.005 | -0.295 |
| 1999 | 0.156 | 0.212 | 0.069 | 0.482 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.186 |
| 3 years | 0.268 |
| 5 years | 0.160 |
| 10 years | 0.178 |