Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 5 |
| 1 month | 0.000 | 0 | 14 |
| 3 months | -0.007 | 0 | 9 |
| 1 year | 0.055 | 0 | 7 |
| 3 years | 0.078 | 0 | 5 |
| 5 years | 0.080 | 0 | 21 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.143 | — |
| 2022 | -0.092 | — |
| 2021 | 0.132 | — |
| 2020 | -0.004 | — |
| 2019 | 0.163 | — |
| 2018 | -0.110 | — |
| 2017 | 0.043 | — |
| 2016 | 0.026 | — |
| 2015 | 0.030 | — |
| 2014 | 0.039 | — |
| 2013 | 0.117 | — |
| 2012 | 0.113 | — |
| 2011 | -0.113 | — |
| 2010 | -0.035 | — |
| 2009 | 0.168 | — |
| 2008 | -0.250 | — |
| 2007 | 0.045 | — |
| 2006 | 0.146 | — |
| 2005 | 0.119 | — |
| 2004 | 0.082 | — |
| 2003 | 0.178 | — |
| 2002 | -0.143 | — |
| 2001 | -0.045 | — |
| 2000 | -0.083 | — |
| 1999 | 0.119 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | — | — | — |
| 2024 | 0.061 | -0.008 | 0.017 | -0.013 |
| 2023 | 0.077 | 0.019 | -0.027 | 0.070 |
| 2022 | -0.066 | -0.071 | -0.028 | 0.077 |
| 2021 | 0.051 | 0.036 | 0.003 | 0.038 |
| 2020 | -0.147 | 0.099 | -0.005 | 0.068 |
| 2019 | 0.078 | 0.035 | 0.016 | 0.026 |
| 2018 | -0.027 | 0.011 | -0.004 | -0.092 |
| 2017 | 0.042 | -0.006 | 0.027 | -0.019 |
| 2016 | -0.043 | -0.012 | 0.041 | 0.043 |
| 2015 | 0.113 | -0.048 | -0.064 | 0.038 |
| 2014 | 0.014 | 0.032 | -0.003 | -0.003 |
| 2013 | -0.001 | 0.000 | 0.074 | 0.040 |
| 2012 | 0.052 | -0.044 | 0.058 | 0.046 |
| 2011 | 0.031 | -0.010 | -0.164 | 0.040 |
| 2010 | 0.001 | -0.084 | 0.047 | 0.006 |
| 2009 | -0.064 | 0.079 | 0.118 | 0.034 |
| 2008 | -0.113 | -0.007 | -0.093 | -0.061 |
| 2007 | 0.022 | 0.048 | -0.017 | -0.007 |
| 2006 | 0.061 | -0.039 | 0.057 | 0.064 |
| 2005 | 0.016 | 0.032 | 0.046 | 0.020 |
| 2004 | 0.029 | 0.013 | -0.025 | 0.065 |
| 2003 | -0.029 | 0.107 | 0.018 | 0.077 |
| 2002 | -0.022 | -0.117 | -0.061 | 0.057 |
| 2001 | -0.029 | 0.008 | -0.094 | 0.077 |
| 2000 | 0.087 | -0.059 | -0.006 | -0.097 |
| 1999 | -0.020 | 0.041 | -0.021 | 0.120 |
| 1998 | 0.080 | 0.019 | 0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.078 |
| 5 years | 0.080 |
| 10 years | 0.030 |