Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | 45 |
| 1 month | -0.010 | 0 | 82 |
| 3 months | -0.016 | 0 | 65 |
| 1 year | 0.075 | 0 | 42 |
| 3 years | 0.141 | 0 | 4 |
| 5 years | 0.151 | 0 | 9 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.119 | — |
| 2023 | 0.228 | — |
| 2022 | -0.091 | — |
| 2021 | 0.242 | — |
| 2020 | -0.034 | — |
| 2019 | 0.282 | — |
| 2018 | -0.114 | — |
| 2017 | 0.095 | — |
| 2016 | 0.043 | — |
| 2015 | 0.059 | — |
| 2014 | 0.044 | — |
| 2013 | 0.209 | — |
| 2012 | 0.193 | — |
| 2011 | -0.141 | — |
| 2010 | -0.030 | — |
| 2009 | 0.244 | — |
| 2008 | -0.422 | — |
| 2007 | 0.088 | — |
| 2006 | 0.174 | — |
| 2005 | 0.230 | — |
| 2004 | 0.090 | — |
| 2003 | 0.170 | — |
| 2002 | -0.364 | — |
| 2001 | -0.198 | — |
| 2000 | -0.022 | — |
| 1999 | 0.478 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.074 | — | — | — |
| 2024 | 0.133 | -0.019 | 0.023 | -0.016 |
| 2023 | 0.143 | 0.038 | -0.047 | 0.086 |
| 2022 | -0.089 | -0.096 | -0.037 | 0.146 |
| 2021 | 0.111 | 0.050 | 0.001 | 0.064 |
| 2020 | -0.253 | 0.175 | -0.008 | 0.109 |
| 2019 | 0.119 | 0.058 | 0.030 | 0.051 |
| 2018 | -0.038 | 0.033 | 0.003 | -0.111 |
| 2017 | 0.068 | 0.002 | 0.047 | -0.023 |
| 2016 | -0.076 | -0.023 | 0.050 | 0.100 |
| 2015 | 0.177 | -0.057 | -0.094 | 0.053 |
| 2014 | 0.023 | 0.043 | 0.000 | -0.022 |
| 2013 | -0.003 | 0.013 | 0.112 | 0.077 |
| 2012 | 0.072 | -0.049 | 0.087 | 0.075 |
| 2011 | 0.040 | 0.004 | -0.231 | 0.070 |
| 2010 | -0.012 | -0.098 | 0.066 | 0.020 |
| 2009 | -0.157 | 0.191 | 0.197 | 0.036 |
| 2008 | -0.174 | -0.051 | -0.092 | -0.188 |
| 2007 | 0.014 | 0.096 | -0.024 | 0.003 |
| 2006 | 0.078 | -0.036 | 0.068 | 0.058 |
| 2005 | 0.033 | 0.060 | 0.078 | 0.042 |
| 2004 | 0.010 | 0.025 | -0.030 | 0.085 |
| 2003 | -0.151 | 0.206 | -0.008 | 0.152 |
| 2002 | -0.007 | -0.163 | -0.294 | 0.085 |
| 2001 | -0.124 | 0.021 | -0.224 | 0.154 |
| 2000 | 0.072 | -0.013 | -0.047 | -0.030 |
| 1999 | 0.061 | 0.071 | -0.029 | 0.339 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.121 |
| 5 years | 0.139 |
| 10 years | 0.060 |