Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 89 |
| 1 month | 0.000 | 0 | 73 |
| 3 months | 0.000 | 0 | 90 |
| 1 year | 0.003 | 0 | 94 |
| 3 years | 0.021 | 0 | 95 |
| 5 years | 0.016 | 0 | 92 |
| 10 years | 0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.031 | — |
| 2022 | -0.126 | — |
| 2021 | 0.088 | — |
| 2020 | -0.011 | — |
| 2019 | 0.104 | — |
| 2018 | -0.077 | — |
| 2017 | 0.033 | — |
| 2016 | -0.003 | — |
| 2015 | 0.011 | — |
| 2014 | 0.079 | — |
| 2013 | 0.037 | — |
| 2012 | 0.085 | — |
| 2011 | -0.064 | — |
| 2010 | 0.078 | — |
| 2009 | 0.194 | — |
| 2008 | -0.206 | — |
| 2007 | -0.008 | — |
| 2006 | 0.063 | — |
| 2005 | 0.159 | — |
| 2004 | 0.061 | — |
| 2003 | 0.062 | — |
| 2002 | -0.147 | — |
| 2001 | -0.058 | — |
| 2000 | 0.026 | — |
| 1999 | 0.175 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | 0.000 | — | — |
| 2024 | 0.032 | 0.009 | 0.019 | 0.008 |
| 2023 | 0.001 | 0.005 | -0.024 | 0.050 |
| 2022 | -0.044 | -0.075 | -0.009 | -0.002 |
| 2021 | 0.038 | 0.023 | -0.004 | 0.028 |
| 2020 | -0.100 | 0.042 | 0.008 | 0.046 |
| 2019 | 0.060 | 0.007 | -0.001 | 0.036 |
| 2018 | -0.024 | 0.009 | 0.004 | -0.067 |
| 2017 | 0.019 | -0.004 | 0.013 | 0.005 |
| 2016 | -0.022 | -0.004 | 0.010 | 0.014 |
| 2015 | 0.091 | -0.027 | -0.049 | 0.001 |
| 2014 | 0.017 | 0.031 | 0.012 | 0.018 |
| 2013 | 0.026 | -0.021 | 0.013 | 0.019 |
| 2012 | 0.039 | -0.006 | 0.032 | 0.018 |
| 2011 | -0.013 | -0.012 | -0.052 | 0.013 |
| 2010 | 0.048 | -0.035 | 0.037 | 0.027 |
| 2009 | -0.045 | 0.096 | 0.087 | 0.049 |
| 2008 | -0.061 | -0.040 | -0.032 | -0.091 |
| 2007 | 0.009 | 0.013 | -0.002 | -0.029 |
| 2006 | 0.024 | -0.040 | 0.051 | 0.028 |
| 2005 | 0.025 | 0.049 | 0.045 | 0.032 |
| 2004 | 0.035 | 0.003 | -0.002 | 0.024 |
| 2003 | -0.035 | 0.058 | 0.016 | 0.023 |
| 2002 | 0.002 | -0.093 | -0.056 | -0.005 |
| 2001 | -0.037 | 0.007 | -0.102 | 0.081 |
| 2000 | 0.055 | -0.013 | 0.009 | -0.023 |
| 1999 | 0.026 | 0.039 | -0.009 | 0.113 |
| 1998 | -0.066 | 0.074 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.013 |
| 5 years | 0.011 |
| 10 years | -0.001 |