Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.192 | 0 | 62 |
| 1 month | -0.007 | 0 | 76 |
| 3 months | 0.061 | 0 | 33 |
| 1 year | 0.176 | 0 | 62 |
| 3 years | 0.113 | 0 | 65 |
| 5 years | 0.108 | 0 | 59 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.070 | — |
| 2022 | 0.023 | — |
| 2021 | 0.147 | — |
| 2020 | -0.168 | — |
| 2019 | 0.181 | — |
| 2018 | -0.115 | — |
| 2017 | 0.078 | — |
| 2016 | 0.067 | — |
| 2015 | 0.031 | — |
| 2014 | 0.009 | — |
| 2013 | 0.207 | — |
| 2012 | 0.153 | — |
| 2011 | -0.063 | — |
| 2010 | 0.131 | — |
| 2009 | 0.294 | — |
| 2008 | -0.294 | — |
| 2007 | 0.023 | — |
| 2006 | 0.106 | — |
| 2005 | 0.226 | — |
| 2004 | 0.116 | — |
| 2003 | 0.213 | — |
| 2002 | -0.208 | — |
| 2001 | -0.083 | — |
| 2000 | 0.046 | — |
| 1999 | 0.395 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | 0.060 | 0.050 | — |
| 2024 | 0.039 | 0.036 | 0.010 | -0.004 |
| 2023 | 0.028 | -0.015 | 0.025 | 0.030 |
| 2022 | 0.016 | -0.040 | -0.044 | 0.097 |
| 2021 | 0.077 | 0.008 | 0.033 | 0.021 |
| 2020 | -0.293 | 0.081 | -0.067 | 0.167 |
| 2019 | 0.090 | 0.029 | 0.008 | 0.045 |
| 2018 | -0.071 | 0.078 | -0.009 | -0.108 |
| 2017 | 0.031 | 0.026 | -0.003 | 0.021 |
| 2016 | -0.016 | -0.004 | 0.065 | 0.022 |
| 2015 | 0.064 | -0.020 | -0.056 | 0.048 |
| 2014 | -0.008 | -0.006 | -0.001 | 0.024 |
| 2013 | 0.105 | -0.005 | 0.041 | 0.055 |
| 2012 | 0.078 | -0.050 | 0.066 | 0.055 |
| 2011 | 0.022 | 0.002 | -0.138 | 0.062 |
| 2010 | 0.057 | -0.106 | 0.120 | 0.069 |
| 2009 | -0.089 | 0.141 | 0.208 | 0.031 |
| 2008 | -0.099 | -0.030 | -0.120 | -0.081 |
| 2007 | 0.033 | -0.001 | -0.027 | 0.018 |
| 2006 | 0.075 | -0.033 | 0.027 | 0.036 |
| 2005 | 0.044 | 0.043 | 0.080 | 0.042 |
| 2004 | 0.014 | 0.028 | 0.018 | 0.052 |
| 2003 | -0.070 | 0.167 | 0.040 | 0.074 |
| 2002 | 0.020 | -0.097 | -0.167 | 0.033 |
| 2001 | -0.054 | 0.024 | -0.147 | 0.111 |
| 2000 | -0.005 | 0.034 | 0.001 | 0.016 |
| 1999 | 0.158 | 0.059 | -0.018 | 0.158 |
| 1998 | 0.147 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.176 |
| 3 years | 0.113 |
| 5 years | 0.108 |
| 10 years | 0.048 |
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