Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 69 |
| 1 month | -0.045 | 0 | 71 |
| 3 months | -0.019 | 0 | 69 |
| 1 year | -0.010 | 0 | 56 |
| 3 years | -0.040 | 0 | 73 |
| 5 years | 0.066 | 0 | 80 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | -0.025 | — |
| 2022 | -0.264 | — |
| 2021 | 0.302 | — |
| 2020 | 0.095 | — |
| 2019 | 0.345 | — |
| 2018 | -0.154 | — |
| 2017 | 0.228 | — |
| 2016 | -0.003 | — |
| 2015 | 0.235 | — |
| 2014 | 0.038 | — |
| 2013 | 0.206 | — |
| 2012 | 0.269 | — |
| 2011 | -0.127 | — |
| 2010 | 0.386 | — |
| 2009 | 0.497 | — |
| 2008 | -0.509 | — |
| 2007 | 0.013 | — |
| 2006 | 0.279 | — |
| 2005 | 0.351 | — |
| 2004 | 0.159 | — |
| 2003 | 0.389 | — |
| 2002 | -0.454 | — |
| 2001 | -0.386 | — |
| 2000 | -0.046 | — |
| 1999 | 0.976 | — |
| 1998 | 0.185 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.047 | 0.014 | 0.058 | -0.059 |
| 2023 | 0.013 | -0.039 | -0.071 | 0.077 |
| 2022 | -0.160 | -0.136 | -0.073 | 0.094 |
| 2021 | 0.080 | 0.085 | 0.032 | 0.076 |
| 2020 | -0.230 | 0.174 | 0.053 | 0.150 |
| 2019 | 0.157 | 0.076 | 0.011 | 0.070 |
| 2018 | -0.045 | 0.076 | -0.016 | -0.164 |
| 2017 | 0.061 | 0.050 | 0.067 | 0.033 |
| 2016 | -0.071 | -0.032 | 0.080 | 0.026 |
| 2015 | 0.161 | 0.016 | -0.039 | 0.090 |
| 2014 | 0.039 | -0.006 | -0.038 | 0.045 |
| 2013 | 0.053 | -0.029 | 0.100 | 0.073 |
| 2012 | 0.165 | -0.050 | 0.096 | 0.046 |
| 2011 | 0.024 | -0.004 | -0.214 | 0.089 |
| 2010 | 0.089 | -0.027 | 0.132 | 0.156 |
| 2009 | -0.092 | 0.315 | 0.176 | 0.066 |
| 2008 | -0.103 | 0.012 | -0.234 | -0.294 |
| 2007 | 0.083 | 0.096 | -0.081 | -0.072 |
| 2006 | 0.170 | -0.060 | 0.004 | 0.158 |
| 2005 | 0.085 | 0.054 | 0.141 | 0.036 |
| 2004 | 0.047 | 0.042 | -0.018 | 0.081 |
| 2003 | -0.117 | 0.243 | 0.128 | 0.122 |
| 2002 | 0.038 | -0.208 | -0.332 | -0.005 |
| 2001 | -0.136 | -0.063 | -0.361 | 0.188 |
| 2000 | 0.488 | -0.131 | 0.007 | -0.268 |
| 1999 | 0.105 | 0.117 | 0.031 | 0.553 |
| 1998 | 0.400 | 0.078 | -0.245 | 0.040 |
| 1997 | 0.071 | 0.122 | -0.037 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | -0.041 |
| 5 years | 0.065 |
| 10 years | 0.046 |