Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 87 |
| 1 month | 0.040 | 0 | 6 |
| 3 months | -0.066 | 0 | 89 |
| 1 year | 0.025 | 0 | 86 |
| 3 years | 0.038 | 0 | 72 |
| 5 years | 0.124 | 0 | 16 |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | 0.099 | — |
| 2022 | -0.018 | — |
| 2021 | 0.223 | — |
| 2020 | 0.057 | — |
| 2019 | 0.277 | — |
| 2018 | -0.095 | — |
| 2017 | 0.140 | — |
| 2016 | 0.100 | — |
| 2015 | 0.003 | — |
| 2014 | 0.027 | — |
| 2013 | 0.244 | — |
| 2012 | 0.174 | — |
| 2011 | -0.128 | — |
| 2010 | -0.020 | — |
| 2009 | 0.410 | — |
| 2008 | -0.386 | — |
| 2007 | 0.161 | — |
| 2006 | 0.247 | — |
| 2005 | 0.272 | — |
| 2004 | 0.323 | — |
| 2003 | 0.176 | — |
| 2002 | -0.115 | — |
| 2001 | 0.084 | — |
| 2000 | 0.026 | — |
| 1999 | 0.210 | — |
| 1998 | 0.101 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.050 | -0.016 | 0.069 | -0.027 |
| 2023 | 0.029 | 0.014 | -0.015 | 0.070 |
| 2022 | 0.024 | -0.119 | 0.020 | 0.067 |
| 2021 | 0.062 | 0.076 | 0.044 | 0.025 |
| 2020 | -0.253 | 0.182 | 0.020 | 0.174 |
| 2019 | 0.152 | 0.057 | 0.046 | 0.002 |
| 2018 | -0.029 | 0.077 | 0.019 | -0.152 |
| 2017 | 0.047 | -0.019 | 0.017 | 0.090 |
| 2016 | -0.038 | 0.049 | 0.037 | 0.051 |
| 2015 | 0.087 | -0.054 | -0.059 | 0.037 |
| 2014 | 0.026 | -0.019 | -0.002 | 0.023 |
| 2013 | 0.078 | -0.041 | 0.137 | 0.058 |
| 2012 | 0.078 | -0.058 | 0.067 | 0.083 |
| 2011 | 0.036 | -0.056 | -0.133 | 0.028 |
| 2010 | 0.015 | -0.149 | 0.096 | 0.035 |
| 2009 | -0.012 | 0.081 | 0.258 | 0.050 |
| 2008 | -0.142 | -0.002 | -0.086 | -0.216 |
| 2007 | 0.061 | 0.043 | 0.070 | -0.019 |
| 2006 | 0.122 | -0.010 | 0.007 | 0.114 |
| 2005 | 0.065 | 0.033 | 0.110 | 0.042 |
| 2004 | 0.053 | 0.054 | 0.068 | 0.116 |
| 2003 | -0.034 | 0.064 | 0.091 | 0.049 |
| 2002 | 0.025 | -0.062 | -0.094 | 0.016 |
| 2001 | -0.031 | 0.124 | -0.123 | 0.133 |
| 2000 | -0.021 | 0.052 | -0.007 | 0.003 |
| 1999 | 0.079 | 0.004 | 0.009 | 0.107 |
| 1998 | 0.032 | -0.019 | -0.005 | 0.092 |
| 1997 | 0.017 | -0.067 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.026 |
| 5 years | 0.116 |
| 10 years | 0.067 |