Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.055 | 0 | 23 |
| 1 month | 0.021 | 0 | 2 |
| 3 months | -0.005 | 0 | 20 |
| 1 year | 0.066 | 0 | 33 |
| 3 years | 0.057 | 0 | 66 |
| 5 years | 0.113 | 0 | 36 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.145 | — |
| 2022 | -0.131 | — |
| 2021 | 0.201 | — |
| 2020 | 0.085 | — |
| 2019 | 0.251 | — |
| 2018 | -0.117 | — |
| 2017 | 0.081 | — |
| 2016 | -0.030 | — |
| 2015 | 0.126 | — |
| 2014 | 0.059 | — |
| 2013 | 0.163 | — |
| 2012 | 0.152 | — |
| 2011 | -0.088 | — |
| 2010 | 0.112 | — |
| 2009 | 0.252 | — |
| 2008 | -0.422 | — |
| 2007 | 0.038 | — |
| 2006 | 0.181 | — |
| 2005 | 0.256 | — |
| 2004 | 0.080 | — |
| 2003 | 0.195 | — |
| 2002 | -0.337 | — |
| 2001 | -0.149 | — |
| 2000 | 0.012 | — |
| 1999 | 0.385 | — |
| 1998 | 0.217 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | — | — | — |
| 2024 | 0.053 | 0.005 | 0.035 | -0.042 |
| 2023 | 0.079 | 0.030 | -0.042 | 0.076 |
| 2022 | -0.063 | -0.083 | -0.084 | 0.105 |
| 2021 | 0.077 | 0.056 | 0.007 | 0.049 |
| 2020 | -0.219 | 0.163 | 0.041 | 0.148 |
| 2019 | 0.101 | 0.052 | 0.021 | 0.059 |
| 2018 | -0.035 | 0.028 | 0.009 | -0.117 |
| 2017 | 0.039 | 0.006 | 0.035 | -0.001 |
| 2016 | -0.074 | -0.034 | 0.038 | 0.044 |
| 2015 | 0.172 | -0.039 | -0.057 | 0.060 |
| 2014 | 0.018 | 0.029 | 0.003 | 0.008 |
| 2013 | 0.050 | -0.019 | 0.069 | 0.057 |
| 2012 | 0.080 | -0.030 | 0.062 | 0.036 |
| 2011 | -0.001 | 0.006 | -0.155 | 0.073 |
| 2010 | 0.038 | -0.051 | 0.043 | 0.082 |
| 2009 | -0.107 | 0.151 | 0.163 | 0.047 |
| 2008 | -0.156 | -0.033 | -0.114 | -0.201 |
| 2007 | 0.025 | 0.067 | -0.020 | -0.033 |
| 2006 | 0.085 | -0.031 | 0.062 | 0.058 |
| 2005 | 0.057 | 0.053 | 0.079 | 0.045 |
| 2004 | 0.026 | 0.024 | -0.022 | 0.051 |
| 2003 | -0.107 | 0.201 | 0.030 | 0.082 |
| 2002 | 0.009 | -0.170 | -0.240 | 0.043 |
| 2001 | -0.106 | 0.024 | -0.191 | 0.150 |
| 2000 | 0.061 | -0.024 | 0.028 | -0.049 |
| 1999 | 0.074 | 0.051 | -0.024 | 0.256 |
| 1998 | 0.244 | 0.045 | -0.199 | 0.169 |
| 1997 | 0.028 | -0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.057 |
| 5 years | 0.113 |
| 10 years | 0.048 |