Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 45 |
| 1 month | -0.023 | 0 | 75 |
| 3 months | 0.018 | 0 | 51 |
| 1 year | -0.005 | 0 | 54 |
| 3 years | 0.043 | 0 | 60 |
| 5 years | 0.034 | 0 | 64 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.144 | — |
| 2022 | -0.234 | — |
| 2021 | 0.254 | — |
| 2020 | 0.135 | — |
| 2019 | 0.271 | — |
| 2018 | -0.153 | — |
| 2017 | 0.201 | — |
| 2016 | -0.019 | — |
| 2015 | 0.170 | — |
| 2014 | 0.066 | — |
| 2013 | 0.187 | — |
| 2012 | 0.197 | — |
| 2011 | -0.086 | — |
| 2010 | 0.186 | — |
| 2009 | 0.389 | — |
| 2008 | -0.426 | — |
| 2007 | 0.120 | — |
| 2006 | 0.193 | — |
| 2005 | 0.259 | — |
| 2004 | 0.063 | — |
| 2003 | 0.159 | — |
| 2002 | -0.402 | — |
| 2001 | -0.316 | — |
| 2000 | -0.039 | — |
| 1999 | 1.043 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | 0.047 | 0.014 | — |
| 2024 | 0.099 | 0.004 | -0.031 | -0.046 |
| 2023 | 0.114 | 0.025 | -0.069 | 0.076 |
| 2022 | -0.145 | -0.129 | -0.040 | 0.071 |
| 2021 | 0.030 | 0.091 | 0.016 | 0.099 |
| 2020 | -0.137 | 0.179 | 0.037 | 0.075 |
| 2019 | 0.131 | 0.027 | 0.015 | 0.078 |
| 2018 | -0.042 | 0.049 | 0.006 | -0.163 |
| 2017 | 0.082 | 0.021 | 0.036 | 0.049 |
| 2016 | -0.059 | -0.016 | 0.051 | 0.008 |
| 2015 | 0.179 | -0.018 | -0.082 | 0.100 |
| 2014 | 0.018 | 0.039 | 0.000 | 0.008 |
| 2013 | 0.092 | -0.030 | 0.085 | 0.033 |
| 2012 | 0.122 | -0.032 | 0.063 | 0.036 |
| 2011 | -0.028 | -0.002 | -0.132 | 0.086 |
| 2010 | 0.069 | -0.047 | 0.060 | 0.099 |
| 2009 | -0.030 | 0.159 | 0.144 | 0.080 |
| 2008 | -0.150 | 0.005 | -0.142 | -0.217 |
| 2007 | 0.047 | 0.065 | 0.006 | -0.001 |
| 2006 | 0.120 | -0.025 | 0.023 | 0.069 |
| 2005 | 0.055 | 0.076 | 0.104 | 0.005 |
| 2004 | 0.057 | -0.017 | -0.034 | 0.059 |
| 2003 | -0.117 | 0.178 | 0.021 | 0.092 |
| 2002 | -0.002 | -0.208 | -0.296 | 0.074 |
| 2001 | -0.244 | 0.026 | -0.275 | 0.217 |
| 2000 | 0.239 | -0.089 | 0.074 | -0.208 |
| 1999 | 0.096 | 0.106 | 0.017 | 0.656 |
| 1998 | 0.127 | -0.208 | 0.139 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.073 |
| 3 years | 0.018 |
| 5 years | 0.019 |
| 10 years | 0.040 |
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