Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 44 |
| 1 month | -0.001 | 0 | 31 |
| 3 months | -0.020 | 0 | 54 |
| 1 year | 0.032 | 0 | 64 |
| 3 years | 0.028 | 0 | 90 |
| 5 years | 0.081 | 0 | 81 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.015 | — |
| 2023 | 0.071 | — |
| 2022 | -0.139 | — |
| 2021 | 0.252 | — |
| 2020 | -0.081 | — |
| 2019 | 0.267 | — |
| 2018 | -0.138 | — |
| 2017 | 0.096 | — |
| 2016 | -0.037 | — |
| 2015 | 0.090 | — |
| 2014 | 0.042 | — |
| 2013 | 0.156 | — |
| 2012 | 0.183 | — |
| 2011 | -0.112 | — |
| 2010 | 0.077 | — |
| 2009 | 0.306 | — |
| 2008 | -0.462 | — |
| 2007 | 0.019 | — |
| 2006 | 0.189 | — |
| 2005 | 0.225 | — |
| 2004 | 0.069 | — |
| 2003 | 0.096 | — |
| 2002 | -0.336 | — |
| 2001 | -0.192 | — |
| 2000 | -0.021 | — |
| 1999 | 0.319 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | — | — | — |
| 2024 | 0.051 | -0.018 | 0.035 | -0.050 |
| 2023 | 0.073 | 0.011 | -0.067 | 0.057 |
| 2022 | -0.085 | -0.110 | -0.019 | 0.078 |
| 2021 | 0.082 | 0.064 | 0.018 | 0.069 |
| 2020 | -0.288 | 0.143 | -0.007 | 0.137 |
| 2019 | 0.145 | 0.038 | 0.003 | 0.063 |
| 2018 | -0.053 | 0.058 | -0.004 | -0.137 |
| 2017 | 0.060 | 0.008 | 0.028 | -0.002 |
| 2016 | -0.074 | -0.015 | 0.028 | 0.028 |
| 2015 | 0.174 | -0.039 | -0.078 | 0.048 |
| 2014 | -0.003 | 0.038 | 0.000 | 0.007 |
| 2013 | 0.060 | -0.020 | 0.068 | 0.042 |
| 2012 | 0.073 | -0.027 | 0.074 | 0.055 |
| 2011 | -0.012 | -0.001 | -0.160 | 0.072 |
| 2010 | 0.040 | -0.076 | 0.058 | 0.060 |
| 2009 | -0.071 | 0.150 | 0.161 | 0.054 |
| 2008 | -0.173 | -0.024 | -0.146 | -0.220 |
| 2007 | 0.031 | 0.062 | -0.046 | -0.024 |
| 2006 | 0.091 | -0.043 | 0.064 | 0.069 |
| 2005 | 0.037 | 0.050 | 0.080 | 0.041 |
| 2004 | 0.031 | 0.016 | -0.024 | 0.045 |
| 2003 | -0.107 | 0.111 | 0.021 | 0.081 |
| 2002 | 0.004 | -0.175 | -0.186 | -0.015 |
| 2001 | -0.145 | 0.039 | -0.203 | 0.141 |
| 2000 | 0.043 | -0.038 | 0.012 | -0.036 |
| 1999 | 0.049 | 0.037 | -0.025 | 0.244 |
| 1998 | -0.215 | 0.152 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.019 |
| 5 years | 0.076 |
| 10 years | 0.016 |