Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 33 |
| 1 month | -0.017 | 0 | 97 |
| 3 months | -0.011 | 0 | 40 |
| 1 year | 0.060 | 0 | 69 |
| 3 years | 0.070 | 0 | 43 |
| 5 years | 0.098 | 0 | 57 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.077 | — |
| 2022 | -0.004 | — |
| 2021 | 0.165 | — |
| 2020 | -0.087 | — |
| 2019 | 0.195 | — |
| 2018 | -0.091 | — |
| 2017 | 0.122 | — |
| 2016 | 0.156 | — |
| 2015 | 0.018 | — |
| 2014 | 0.010 | — |
| 2013 | 0.193 | — |
| 2012 | 0.139 | — |
| 2011 | -0.051 | — |
| 2010 | 0.159 | — |
| 2009 | 0.310 | — |
| 2008 | -0.303 | — |
| 2007 | 0.058 | — |
| 2006 | 0.165 | — |
| 2005 | 0.213 | — |
| 2004 | 0.136 | — |
| 2003 | 0.218 | — |
| 2002 | -0.237 | — |
| 2001 | -0.127 | — |
| 2000 | -0.040 | — |
| 1999 | 0.230 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.065 | — | — | — |
| 2024 | 0.035 | 0.040 | 0.028 | -0.021 |
| 2023 | 0.032 | -0.014 | 0.021 | 0.036 |
| 2022 | 0.004 | -0.046 | -0.059 | 0.104 |
| 2021 | 0.038 | 0.055 | 0.017 | 0.046 |
| 2020 | -0.266 | 0.127 | -0.035 | 0.144 |
| 2019 | 0.086 | 0.042 | 0.012 | 0.043 |
| 2018 | -0.065 | 0.091 | -0.002 | -0.107 |
| 2017 | 0.048 | 0.012 | 0.009 | 0.048 |
| 2016 | 0.001 | 0.013 | 0.103 | 0.033 |
| 2015 | 0.065 | -0.017 | -0.084 | 0.063 |
| 2014 | -0.004 | 0.023 | -0.008 | 0.000 |
| 2013 | 0.093 | -0.013 | 0.058 | 0.046 |
| 2012 | 0.063 | -0.042 | 0.075 | 0.040 |
| 2011 | 0.001 | -0.002 | -0.111 | 0.070 |
| 2010 | 0.065 | -0.118 | 0.134 | 0.088 |
| 2009 | -0.120 | 0.167 | 0.217 | 0.049 |
| 2008 | -0.109 | -0.020 | -0.123 | -0.090 |
| 2007 | 0.027 | 0.039 | -0.005 | -0.003 |
| 2006 | 0.084 | -0.033 | 0.045 | 0.064 |
| 2005 | 0.029 | 0.049 | 0.082 | 0.039 |
| 2004 | 0.009 | 0.035 | 0.023 | 0.063 |
| 2003 | -0.039 | 0.126 | 0.042 | 0.081 |
| 2002 | 0.009 | -0.120 | -0.139 | -0.001 |
| 2001 | -0.088 | 0.017 | -0.157 | 0.115 |
| 2000 | -0.034 | -0.018 | 0.016 | -0.004 |
| 1999 | 0.087 | 0.030 | -0.039 | 0.141 |
| 1998 | 0 | -0.139 | 0.141 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.044 |
| 5 years | 0.082 |
| 10 years | 0.048 |