Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 20 |
| 1 month | -0.001 | 0 | 18 |
| 3 months | -0.025 | 0 | 20 |
| 1 year | 0.051 | 0 | 16 |
| 3 years | 0.036 | 0 | 18 |
| 5 years | 0.043 | 0 | 40 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | 0.097 | — |
| 2022 | -0.112 | — |
| 2021 | 0.091 | — |
| 2020 | 0.008 | — |
| 2019 | 0.106 | — |
| 2018 | -0.051 | — |
| 2017 | 0.030 | — |
| 2016 | 0.027 | — |
| 2015 | 0.039 | — |
| 2014 | 0.079 | — |
| 2013 | 0.081 | — |
| 2012 | 0.126 | — |
| 2011 | -0.076 | — |
| 2010 | 0.048 | — |
| 2009 | 0.160 | — |
| 2008 | -0.206 | — |
| 2007 | 0.027 | — |
| 2006 | 0.031 | — |
| 2005 | 0.098 | — |
| 2004 | 0.027 | — |
| 2003 | 0.083 | — |
| 2002 | -0.094 | — |
| 2001 | -0.035 | — |
| 2000 | 0.007 | — |
| 1999 | 0.138 | — |
| 1998 | 0.108 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.035 | 0.002 | 0.028 | 0.009 |
| 2023 | 0.042 | 0.013 | -0.009 | 0.049 |
| 2022 | -0.044 | -0.064 | -0.031 | 0.024 |
| 2021 | 0.034 | 0.023 | 0.003 | 0.028 |
| 2020 | -0.103 | 0.071 | 0.005 | 0.044 |
| 2019 | 0.052 | 0.019 | 0.019 | 0.012 |
| 2018 | -0.020 | 0.013 | 0.003 | -0.048 |
| 2017 | 0.023 | -0.004 | 0.012 | -0.001 |
| 2016 | -0.027 | 0.005 | 0.017 | 0.033 |
| 2015 | 0.076 | -0.027 | -0.035 | 0.029 |
| 2014 | 0.020 | 0.028 | 0.019 | 0.010 |
| 2013 | 0.018 | -0.009 | 0.038 | 0.032 |
| 2012 | 0.064 | -0.020 | 0.047 | 0.032 |
| 2011 | 0.006 | -0.006 | -0.093 | 0.019 |
| 2010 | 0.045 | -0.054 | 0.037 | 0.022 |
| 2009 | -0.044 | 0.078 | 0.089 | 0.033 |
| 2008 | -0.065 | -0.024 | -0.031 | -0.102 |
| 2007 | 0.007 | 0.020 | 0.007 | -0.007 |
| 2006 | 0.011 | -0.020 | 0.022 | 0.018 |
| 2005 | 0.013 | 0.034 | 0.029 | 0.020 |
| 2004 | 0.010 | -0.002 | -0.003 | 0.022 |
| 2003 | -0.021 | 0.052 | 0.013 | 0.038 |
| 2002 | 0.003 | -0.059 | -0.052 | 0.012 |
| 2001 | -0.025 | 0.006 | -0.057 | 0.044 |
| 2000 | 0.039 | -0.011 | -0.006 | -0.013 |
| 1999 | 0.041 | 0.023 | -0.011 | 0.081 |
| 1998 | 0.082 | 0.027 | -0.045 | 0.045 |
| 1997 | 0.022 | 0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.029 |
| 5 years | 0.039 |
| 10 years | 0.020 |