Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 34 |
| 1 month | -0.017 | 0 | 97 |
| 3 months | -0.011 | 0 | 41 |
| 1 year | 0.060 | 0 | 69 |
| 3 years | 0.065 | 0 | 60 |
| 5 years | 0.095 | 0 | 64 |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.077 | — |
| 2022 | -0.004 | — |
| 2021 | 0.164 | — |
| 2020 | -0.084 | — |
| 2019 | 0.195 | — |
| 2018 | -0.091 | — |
| 2017 | 0.122 | — |
| 2016 | 0.156 | — |
| 2015 | 0.018 | — |
| 2014 | 0.010 | — |
| 2013 | 0.194 | — |
| 2012 | 0.140 | — |
| 2011 | -0.051 | — |
| 2010 | 0.159 | — |
| 2009 | 0.309 | — |
| 2008 | -0.303 | — |
| 2007 | 0.045 | — |
| 2006 | 0.175 | — |
| 2005 | 0.223 | — |
| 2004 | 0.143 | — |
| 2003 | 0.228 | — |
| 2002 | -0.234 | — |
| 2001 | -0.115 | — |
| 2000 | -0.037 | — |
| 1999 | 0.229 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.065 | — | — | — |
| 2024 | 0.035 | 0.025 | 0.027 | -0.020 |
| 2023 | 0.032 | -0.014 | 0.021 | 0.036 |
| 2022 | 0.004 | -0.046 | -0.058 | 0.104 |
| 2021 | 0.037 | 0.055 | 0.017 | 0.047 |
| 2020 | -0.265 | 0.124 | -0.032 | 0.146 |
| 2019 | 0.086 | 0.043 | 0.011 | 0.044 |
| 2018 | -0.065 | 0.091 | -0.001 | -0.107 |
| 2017 | 0.048 | 0.012 | 0.010 | 0.047 |
| 2016 | 0.002 | 0.013 | 0.103 | 0.033 |
| 2015 | 0.065 | -0.018 | -0.084 | 0.061 |
| 2014 | -0.004 | 0.023 | -0.009 | 0.000 |
| 2013 | 0.094 | -0.013 | 0.057 | 0.047 |
| 2012 | 0.064 | -0.042 | 0.076 | 0.040 |
| 2011 | 0 | -0.001 | -0.111 | 0.069 |
| 2010 | 0.066 | -0.119 | 0.134 | 0.088 |
| 2009 | -0.101 | 0.142 | 0.217 | 0.048 |
| 2008 | -0.109 | -0.020 | -0.123 | -0.091 |
| 2007 | 0.026 | 0.043 | -0.006 | -0.019 |
| 2006 | 0.083 | -0.029 | 0.045 | 0.069 |
| 2005 | 0.029 | 0.053 | 0.081 | 0.043 |
| 2004 | 0.010 | 0.038 | 0.022 | 0.067 |
| 2003 | -0.039 | 0.132 | 0.042 | 0.084 |
| 2002 | 0.009 | -0.119 | -0.138 | -0.001 |
| 2001 | -0.076 | 0.018 | -0.157 | 0.117 |
| 2000 | -0.033 | -0.017 | 0.015 | -0.002 |
| 1999 | 0.087 | 0.030 | -0.037 | 0.140 |
| 1998 | 0 | -0.139 | 0.142 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.039 |
| 5 years | 0.079 |
| 10 years | 0.047 |