Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.158 | 0 | 51 |
| 1 month | -0.004 | 0 | 98 |
| 3 months | 0.021 | 0 | 81 |
| 1 year | 0.159 | 0 | 42 |
| 3 years | 0.107 | 0 | 58 |
| 5 years | 0.101 | 0 | 45 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.106 | — |
| 2022 | -0.045 | — |
| 2021 | 0.244 | — |
| 2020 | -0.110 | — |
| 2019 | 0.188 | — |
| 2018 | -0.086 | — |
| 2017 | 0.110 | — |
| 2016 | 0.030 | — |
| 2015 | 0.079 | — |
| 2014 | 0.028 | — |
| 2013 | 0.183 | — |
| 2012 | 0.216 | — |
| 2011 | -0.050 | — |
| 2010 | 0.141 | — |
| 2009 | 0.290 | — |
| 2008 | -0.456 | — |
| 2007 | -0.058 | — |
| 2006 | 0.180 | — |
| 2005 | 0.305 | — |
| 2004 | 0.075 | — |
| 2003 | 0.057 | — |
| 2002 | -0.345 | — |
| 2001 | -0.216 | — |
| 2000 | 0.013 | — |
| 1999 | 0.262 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.081 | 0.028 | 0.008 | — |
| 2024 | 0.039 | 0.005 | 0.064 | -0.038 |
| 2023 | 0.051 | 0.019 | 0.012 | 0.021 |
| 2022 | -0.042 | -0.033 | -0.100 | 0.147 |
| 2021 | 0.111 | 0.035 | 0.014 | 0.067 |
| 2020 | -0.314 | 0.158 | -0.023 | 0.146 |
| 2019 | 0.101 | 0.007 | 0.016 | 0.054 |
| 2018 | -0.048 | 0.037 | 0.044 | -0.112 |
| 2017 | 0.051 | 0.013 | 0.035 | 0.007 |
| 2016 | -0.052 | -0.019 | 0.048 | 0.057 |
| 2015 | 0.170 | -0.023 | -0.114 | 0.065 |
| 2014 | 0.023 | 0.050 | -0.015 | -0.030 |
| 2013 | 0.067 | -0.009 | 0.079 | 0.037 |
| 2012 | 0.080 | -0.008 | 0.108 | 0.024 |
| 2011 | 0.002 | -0.018 | -0.095 | 0.067 |
| 2010 | 0.041 | -0.044 | 0.082 | 0.059 |
| 2009 | -0.109 | 0.200 | 0.156 | 0.044 |
| 2008 | -0.147 | -0.051 | -0.138 | -0.220 |
| 2007 | 0.006 | 0.026 | -0.039 | -0.050 |
| 2006 | 0.079 | -0.056 | 0.104 | 0.050 |
| 2005 | 0.064 | 0.060 | 0.059 | 0.093 |
| 2004 | 0.000 | 0.042 | -0.022 | 0.056 |
| 2003 | -0.237 | 0.216 | 0.049 | 0.087 |
| 2002 | 0.055 | -0.169 | -0.304 | 0.073 |
| 2001 | -0.138 | 0.005 | -0.194 | 0.123 |
| 2000 | 0.022 | 0.026 | -0.025 | -0.009 |
| 1999 | -0.002 | 0.033 | -0.010 | 0.237 |
| 1998 | -0.231 | 0.251 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.159 |
| 3 years | 0.107 |
| 5 years | 0.101 |
| 10 years | 0.056 |
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