Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 57 |
| 1 month | 0.005 | 0 | 82 |
| 3 months | -0.062 | 0 | 51 |
| 1 year | 0.076 | 0 | 36 |
| 3 years | 0.103 | 0 | 20 |
| 5 years | 0.107 | 0 | 30 |
| 10 years | 0.094 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.184 | — |
| 2023 | 0.282 | — |
| 2022 | -0.251 | — |
| 2021 | 0.139 | — |
| 2020 | 0.213 | — |
| 2019 | 0.347 | — |
| 2018 | -0.111 | — |
| 2017 | 0.333 | — |
| 2016 | 0.012 | — |
| 2015 | 0.038 | — |
| 2014 | 0.034 | — |
| 2013 | 0.291 | — |
| 2012 | 0.128 | — |
| 2011 | -0.091 | — |
| 2010 | 0.112 | — |
| 2009 | 0.317 | — |
| 2008 | -0.419 | — |
| 2007 | — | — |
| 2006 | — | — |
| 2005 | — | — |
| 2004 | — | — |
| 2003 | — | — |
| 2002 | — | — |
| 2001 | — | — |
| 2000 | — | — |
| 1999 | — | — |
| 1998 | — | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.106 | 0.043 | 0.043 | -0.016 |
| 2023 | 0.086 | 0.075 | -0.032 | 0.135 |
| 2022 | -0.086 | -0.190 | -0.063 | 0.079 |
| 2021 | 0.021 | 0.088 | -0.021 | 0.047 |
| 2020 | -0.164 | 0.182 | 0.095 | 0.121 |
| 2019 | 0.152 | 0.065 | -0.002 | 0.100 |
| 2018 | -0.019 | 0.021 | 0.042 | -0.149 |
| 2017 | 0.081 | 0.072 | 0.059 | 0.086 |
| 2016 | -0.022 | -0.008 | 0.062 | -0.017 |
| 2015 | 0.027 | 0.010 | -0.084 | 0.092 |
| 2014 | -0.010 | 0.044 | -0.016 | 0.016 |
| 2013 | 0.093 | 0.008 | 0.074 | 0.091 |
| 2012 | 0.144 | -0.091 | 0.077 | 0.007 |
| 2011 | 0.043 | 0.005 | -0.179 | 0.058 |
| 2010 | 0.021 | -0.115 | 0.135 | 0.084 |
| 2009 | -0.098 | 0.196 | 0.168 | 0.045 |
| 2008 | -0.115 | -0.014 | -0.172 | -0.196 |
| 2007 | 0.019 | 0.049 | 0.006 | — |
| 2006 | 0.079 | -0.018 | 0.028 | — |
| 2005 | 0.003 | 0.017 | 0.118 | — |
| 2004 | 0.048 | -0.015 | 0.023 | — |
| 2003 | -0.049 | 0.137 | 0.073 | — |
| 2002 | -0.013 | -0.067 | -0.169 | — |
| 2001 | -0.162 | 0.021 | -0.147 | — |
| 2000 | 0.050 | -0.074 | -0.033 | — |
| 1999 | 0.037 | 0.054 | 0.002 | — |
| 1998 | 0.130 | 0.741 | -0.139 | — |
| 1997 | -0.088 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.092 |
| 5 years | 0.100 |
| 10 years | 0.091 |