Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 22 |
| 1 month | 0.034 | 0 | 30 |
| 3 months | 0.023 | 0 | 31 |
| 1 year | 0.064 | 0 | 56 |
| 3 years | 0.134 | 0 | 83 |
| 5 years | 0.214 | 0 | 71 |
| 10 years | 0.115 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.233 | — |
| 2022 | 0.040 | — |
| 2021 | 0.315 | — |
| 2020 | 0.099 | — |
| 2019 | 0.062 | — |
| 2018 | -0.106 | — |
| 2017 | 0.384 | — |
| 2016 | 0.068 | — |
| 2015 | 0.031 | — |
| 2014 | 0.457 | — |
| 2013 | 0.014 | — |
| 2012 | 0.345 | — |
| 2011 | -0.254 | — |
| 2010 | 0.131 | — |
| 2009 | 0.720 | — |
| 2008 | -0.476 | — |
| 2007 | 0.684 | — |
| 2006 | 0.320 | — |
| 2005 | 0.596 | — |
| 2004 | 0.438 | — |
| 2003 | 1.072 | — |
| 2002 | 0.151 | — |
| 2001 | -0.147 | — |
| 2000 | -0.181 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | — | — | — |
| 2024 | 0.020 | 0.090 | 0.070 | -0.059 |
| 2023 | -0.039 | 0.122 | 0.041 | 0.098 |
| 2022 | -0.010 | -0.082 | 0.114 | 0.028 |
| 2021 | 0.079 | 0.083 | 0.114 | 0.010 |
| 2020 | -0.303 | 0.177 | 0.107 | 0.209 |
| 2019 | 0.053 | 0.008 | -0.035 | 0.037 |
| 2018 | -0.082 | 0.013 | -0.048 | 0.010 |
| 2017 | 0.153 | 0.071 | 0.020 | 0.099 |
| 2016 | -0.046 | 0.112 | 0.080 | -0.068 |
| 2015 | 0.037 | 0.002 | -0.033 | 0.026 |
| 2014 | 0.055 | 0.188 | 0.070 | 0.086 |
| 2013 | -0.067 | 0.004 | -0.038 | 0.124 |
| 2012 | 0.176 | -0.017 | 0.105 | 0.053 |
| 2011 | -0.095 | -0.026 | -0.084 | -0.076 |
| 2010 | -0.027 | 0.025 | 0.141 | -0.007 |
| 2009 | -0.079 | 0.455 | 0.247 | 0.029 |
| 2008 | -0.289 | -0.101 | -0.033 | -0.151 |
| 2007 | -0.061 | 0.117 | 0.202 | 0.335 |
| 2006 | 0.189 | -0.165 | 0.139 | 0.167 |
| 2005 | 0.000 | 0.080 | 0.275 | 0.158 |
| 2004 | -0.118 | -0.050 | 0.314 | 0.306 |
| 2003 | -0.045 | 0.239 | 0.272 | 0.377 |
| 2002 | 0.130 | 0.020 | -0.080 | 0.086 |
| 2001 | -0.136 | -0.013 | -0.172 | 0.207 |
| 2000 | 0.142 | -0.149 | -0.136 | -0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.134 |
| 5 years | 0.214 |
| 10 years | 0.115 |