Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.167 | 0 | 35 |
| 1 month | -0.033 | 0 | 76 |
| 3 months | -0.203 | 0 | 37 |
| 1 year | -0.016 | 0 | 35 |
| 3 years | 0.140 | 0 | 18 |
| 5 years | 0.173 | 0 | 15 |
| 10 years | 0.180 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.378 | — |
| 2023 | 0.391 | — |
| 2022 | -0.127 | — |
| 2021 | 0.347 | — |
| 2020 | 0.150 | — |
| 2019 | 0.355 | — |
| 2018 | 0.097 | — |
| 2017 | 0.250 | — |
| 2016 | 0.243 | — |
| 2015 | 0.205 | — |
| 2014 | 0.287 | — |
| 2013 | 0.422 | — |
| 2012 | 0.072 | — |
| 2011 | 0.019 | — |
| 2010 | 0.098 | — |
| 2009 | 0.497 | — |
| 2008 | -0.366 | — |
| 2007 | 0.032 | — |
| 2006 | 0.071 | — |
| 2005 | 0.169 | — |
| 2004 | -0.021 | — |
| 2003 | 0.089 | — |
| 2002 | -0.486 | — |
| 2001 | -0.329 | — |
| 2000 | -0.339 | — |
| 1999 | 0.948 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.139 | — | — | — |
| 2024 | 0.150 | 0.091 | -0.032 | 0.134 |
| 2023 | 0.191 | 0.127 | -0.011 | 0.048 |
| 2022 | -0.042 | -0.077 | -0.002 | -0.011 |
| 2021 | 0.157 | 0.048 | 0.015 | 0.095 |
| 2020 | -0.100 | 0.134 | 0.049 | 0.074 |
| 2019 | 0.186 | 0.026 | 0.098 | 0.014 |
| 2018 | 0.003 | 0.173 | 0.042 | -0.105 |
| 2017 | 0.109 | -0.009 | 0.042 | 0.092 |
| 2016 | 0.000 | 0.025 | 0.174 | 0.034 |
| 2015 | 0.160 | -0.031 | -0.073 | 0.158 |
| 2014 | 0.036 | 0.053 | 0.060 | 0.114 |
| 2013 | 0.073 | 0.108 | 0.060 | 0.128 |
| 2012 | 0.128 | -0.032 | 0.015 | -0.033 |
| 2011 | 0.003 | -0.014 | -0.058 | 0.094 |
| 2010 | 0.055 | -0.036 | -0.027 | 0.110 |
| 2009 | 0.087 | 0.181 | 0.058 | 0.103 |
| 2008 | -0.218 | 0.030 | -0.060 | -0.163 |
| 2007 | 0.021 | 0.091 | -0.054 | -0.021 |
| 2006 | 0.082 | -0.104 | 0.055 | 0.047 |
| 2005 | 0.016 | 0.089 | 0.037 | 0.018 |
| 2004 | 0.061 | -0.039 | -0.088 | 0.054 |
| 2003 | -0.067 | 0.115 | -0.005 | 0.053 |
| 2002 | -0.132 | -0.331 | -0.195 | 0.099 |
| 2001 | -0.253 | 0.108 | -0.350 | 0.247 |
| 2000 | 0.119 | -0.111 | -0.015 | -0.325 |
| 1999 | 0.139 | 0.104 | 0.029 | 0.506 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.140 |
| 5 years | 0.173 |
| 10 years | 0.180 |