Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | 72 |
| 1 month | -0.026 | 0 | 48 |
| 3 months | -0.093 | 0 | 71 |
| 1 year | 0.162 | 0 | 63 |
| 3 years | 0.096 | 0 | 76 |
| 5 years | 0.113 | 0 | 81 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.303 | — |
| 2023 | 0.132 | — |
| 2022 | -0.149 | — |
| 2021 | 0.231 | — |
| 2020 | 0.056 | — |
| 2019 | 0.319 | — |
| 2018 | -0.178 | — |
| 2017 | 0.109 | — |
| 2016 | 0.005 | — |
| 2015 | 0.106 | — |
| 2014 | 0.125 | — |
| 2013 | 0.376 | — |
| 2012 | 0.298 | — |
| 2011 | -0.212 | — |
| 2010 | 0.057 | — |
| 2009 | 0.374 | — |
| 2008 | -0.565 | — |
| 2007 | -0.059 | — |
| 2006 | 0.216 | — |
| 2005 | 0.333 | — |
| 2004 | 0.092 | — |
| 2003 | 0.209 | — |
| 2002 | -0.330 | — |
| 2001 | -0.203 | — |
| 2000 | 0.087 | — |
| 1999 | 0.365 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.107 | -0.006 | 0.064 | 0.113 |
| 2023 | -0.002 | 0.032 | -0.004 | 0.104 |
| 2022 | -0.053 | -0.132 | 0.025 | 0.009 |
| 2021 | 0.120 | 0.061 | 0.012 | 0.023 |
| 2020 | -0.190 | 0.151 | 0.010 | 0.120 |
| 2019 | 0.127 | 0.020 | 0.045 | 0.098 |
| 2018 | -0.054 | 0.013 | 0.032 | -0.169 |
| 2017 | 0.042 | -0.004 | 0.020 | 0.048 |
| 2016 | -0.174 | -0.075 | 0.072 | 0.226 |
| 2015 | 0.164 | 0.027 | -0.136 | 0.070 |
| 2014 | 0.004 | 0.011 | 0.080 | 0.027 |
| 2013 | 0.102 | 0.017 | 0.102 | 0.114 |
| 2012 | 0.177 | -0.081 | 0.112 | 0.079 |
| 2011 | -0.005 | -0.070 | -0.218 | 0.089 |
| 2010 | 0.076 | -0.080 | 0.000 | 0.068 |
| 2009 | -0.092 | 0.307 | 0.289 | -0.102 |
| 2008 | -0.198 | -0.117 | -0.070 | -0.340 |
| 2007 | 0.006 | 0.010 | -0.036 | -0.039 |
| 2006 | 0.165 | -0.084 | 0.057 | 0.079 |
| 2005 | 0.040 | 0.062 | 0.117 | 0.081 |
| 2004 | 0.080 | -0.024 | -0.020 | 0.057 |
| 2003 | -0.070 | 0.154 | 0.064 | 0.060 |
| 2002 | 0.028 | -0.134 | -0.230 | -0.021 |
| 2001 | -0.112 | 0.062 | -0.226 | 0.093 |
| 2000 | 0.020 | -0.003 | 0.166 | -0.084 |
| 1999 | 0.144 | 0.060 | -0.053 | 0.188 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.162 |
| 3 years | 0.096 |
| 5 years | 0.113 |
| 10 years | 0.058 |