Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.083 | 0 | 1 |
| 1 month | 0.003 | 0 | 1 |
| 3 months | 0.083 | 0 | 1 |
| 1 year | 0.168 | 0 | 1 |
| 3 years | 0.007 | 0 | 87 |
| 5 years | 0.111 | 0 | 12 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.033 | — |
| 2022 | -0.208 | — |
| 2021 | 0.109 | — |
| 2020 | 0.192 | — |
| 2019 | 0.321 | — |
| 2018 | -0.180 | — |
| 2017 | 0.162 | — |
| 2016 | 0.012 | — |
| 2015 | 0.078 | — |
| 2014 | 0.064 | — |
| 2013 | 0.140 | — |
| 2012 | 0.058 | — |
| 2011 | -0.161 | — |
| 2010 | 0.135 | — |
| 2009 | 0.304 | — |
| 2008 | -0.367 | — |
| 2007 | 0.078 | — |
| 2006 | 0.175 | — |
| 2005 | 0.235 | — |
| 2004 | 0.064 | — |
| 2003 | 0.212 | — |
| 2002 | -0.285 | — |
| 2001 | -0.227 | — |
| 2000 | -0.017 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.083 | — | — | — |
| 2024 | -0.003 | 0.043 | 0.064 | -0.028 |
| 2023 | 0.030 | -0.021 | -0.051 | 0.079 |
| 2022 | -0.066 | -0.147 | -0.079 | 0.079 |
| 2021 | 0.080 | 0.056 | -0.034 | 0.006 |
| 2020 | -0.256 | 0.297 | 0.097 | 0.125 |
| 2019 | 0.153 | 0.027 | 0.015 | 0.099 |
| 2018 | -0.033 | 0.014 | 0.004 | -0.167 |
| 2017 | 0.081 | 0.013 | 0.032 | 0.028 |
| 2016 | -0.058 | -0.025 | 0.061 | 0.038 |
| 2015 | 0.174 | -0.034 | -0.128 | 0.089 |
| 2014 | 0.013 | 0.015 | -0.002 | 0.037 |
| 2013 | 0.032 | -0.017 | 0.063 | 0.058 |
| 2012 | 0.094 | -0.076 | 0.049 | -0.002 |
| 2011 | -0.006 | -0.020 | -0.145 | 0.008 |
| 2010 | 0.054 | -0.010 | 0.021 | 0.066 |
| 2009 | -0.053 | 0.151 | 0.135 | 0.053 |
| 2008 | -0.118 | 0.005 | -0.093 | -0.212 |
| 2007 | 0.035 | 0.052 | -0.010 | 0 |
| 2006 | 0.080 | -0.051 | 0.048 | 0.094 |
| 2005 | 0.061 | 0.034 | 0.109 | 0.015 |
| 2004 | 0.044 | -0.019 | -0.029 | 0.069 |
| 2003 | -0.066 | 0.139 | 0.106 | 0.030 |
| 2002 | 0.026 | -0.186 | -0.130 | -0.017 |
| 2001 | -0.136 | -0.010 | -0.221 | 0.159 |
| 2000 | 0.161 | -0.047 | 0.028 | -0.135 |
| 1999 | 0.297 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.168 |
| 3 years | 0.007 |
| 5 years | 0.111 |
| 10 years | 0.040 |