Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 62 |
| 1 month | 0.016 | 0 | 63 |
| 3 months | -0.120 | 0 | 61 |
| 1 year | 0.101 | 0 | 43 |
| 3 years | 0.157 | 0 | 13 |
| 5 years | 0.170 | 0 | 17 |
| 10 years | 0.156 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.319 | — |
| 2023 | 0.530 | — |
| 2022 | -0.366 | — |
| 2021 | 0.276 | — |
| 2020 | 0.433 | — |
| 2019 | 0.446 | — |
| 2018 | -0.085 | — |
| 2017 | 0.411 | — |
| 2016 | 0.097 | — |
| 2015 | -0.009 | — |
| 2014 | 0.116 | — |
| 2013 | 0.274 | — |
| 2012 | 0.101 | — |
| 2011 | -0.046 | — |
| 2010 | 0.109 | — |
| 2009 | 0.595 | — |
| 2008 | -0.488 | — |
| 2007 | 0.199 | — |
| 2006 | 0.054 | — |
| 2005 | 0.008 | — |
| 2004 | 0.023 | — |
| 2003 | 0.437 | — |
| 2002 | -0.415 | — |
| 2001 | -0.505 | — |
| 2000 | -0.392 | — |
| 1999 | 0.886 | — |
| 1998 | 0.541 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.107 | — | — | — |
| 2024 | 0.147 | 0.100 | -0.016 | 0.062 |
| 2023 | 0.196 | 0.141 | -0.046 | 0.176 |
| 2022 | -0.137 | -0.237 | -0.078 | 0.044 |
| 2021 | 0.015 | 0.094 | 0.019 | 0.127 |
| 2020 | -0.152 | 0.310 | 0.115 | 0.157 |
| 2019 | 0.216 | 0.039 | 0.008 | 0.136 |
| 2018 | 0.020 | 0.031 | 0.085 | -0.198 |
| 2017 | 0.130 | 0.064 | 0.088 | 0.078 |
| 2016 | 0.008 | -0.021 | 0.119 | -0.007 |
| 2015 | -0.009 | -0.014 | -0.066 | 0.084 |
| 2014 | 0.014 | 0.042 | 0.017 | 0.038 |
| 2013 | 0.047 | 0.003 | 0.094 | 0.108 |
| 2012 | 0.184 | -0.091 | 0.068 | -0.043 |
| 2011 | 0.025 | -0.008 | -0.111 | 0.056 |
| 2010 | 0.021 | -0.128 | 0.129 | 0.102 |
| 2009 | 0.019 | 0.215 | 0.186 | 0.086 |
| 2008 | -0.153 | 0.014 | -0.190 | -0.263 |
| 2007 | 0.003 | 0.106 | 0.084 | -0.002 |
| 2006 | 0.045 | -0.090 | 0.060 | 0.046 |
| 2005 | -0.075 | 0.018 | 0.054 | 0.016 |
| 2004 | 0.008 | -0.008 | -0.094 | 0.130 |
| 2003 | -0.013 | 0.192 | 0.093 | 0.118 |
| 2002 | -0.097 | -0.285 | -0.250 | 0.210 |
| 2001 | -0.344 | -0.056 | -0.416 | 0.370 |
| 2000 | 0.147 | -0.097 | -0.119 | -0.334 |
| 1999 | 0.129 | 0.025 | 0.070 | 0.523 |
| 1998 | 0.219 | 0.090 | -0.115 | 0.310 |
| 1997 | 0.084 | -0.114 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.145 |
| 5 years | 0.163 |
| 10 years | 0.153 |