Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 20 |
| 1 month | -0.005 | 0 | 68 |
| 3 months | 0.011 | 0 | 6 |
| 1 year | 0.039 | 0 | 28 |
| 3 years | 0.054 | 0 | 93 |
| 5 years | 0.030 | 0 | 94 |
| 10 years | 0.054 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.036 | — |
| 2022 | 0.027 | — |
| 2021 | -0.095 | — |
| 2020 | 0.025 | — |
| 2019 | 0.201 | — |
| 2018 | -0.064 | — |
| 2017 | 0.333 | — |
| 2016 | 0.029 | — |
| 2015 | 0.242 | — |
| 2014 | 0.081 | — |
| 2013 | 0.515 | — |
| 2012 | 0.133 | — |
| 2011 | -0.114 | — |
| 2010 | 0.011 | — |
| 2009 | -0.007 | — |
| 2008 | -0.358 | — |
| 2007 | -0.043 | — |
| 2006 | 0.150 | — |
| 2005 | 0.242 | — |
| 2004 | 0.184 | — |
| 2003 | 0.405 | — |
| 2002 | -0.101 | — |
| 2001 | -0.172 | — |
| 2000 | -0.220 | — |
| 1999 | 0.996 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | — | — | — |
| 2024 | 0.047 | 0.000 | 0.038 | -0.023 |
| 2023 | 0.008 | 0.052 | -0.022 | -0.001 |
| 2022 | -0.023 | 0.023 | 0.033 | -0.005 |
| 2021 | -0.003 | 0.006 | -0.029 | -0.070 |
| 2020 | -0.103 | 0.089 | 0.028 | 0.022 |
| 2019 | 0.101 | -0.036 | 0.028 | 0.100 |
| 2018 | 0.049 | 0.053 | 0.038 | -0.185 |
| 2017 | 0.067 | 0.111 | 0.045 | 0.076 |
| 2016 | -0.060 | -0.029 | 0.089 | 0.035 |
| 2015 | 0.189 | 0.036 | -0.069 | 0.084 |
| 2014 | -0.004 | 0.021 | 0.034 | 0.028 |
| 2013 | 0.296 | 0.044 | 0.022 | 0.095 |
| 2012 | 0.118 | -0.069 | 0.024 | 0.063 |
| 2011 | -0.024 | -0.040 | -0.039 | -0.017 |
| 2010 | 0.092 | -0.107 | -0.008 | 0.046 |
| 2009 | -0.163 | 0.172 | 0.041 | -0.028 |
| 2008 | -0.143 | 0.013 | -0.138 | -0.142 |
| 2007 | 0.003 | 0.059 | -0.064 | -0.037 |
| 2006 | 0.079 | -0.015 | 0.033 | 0.047 |
| 2005 | 0.030 | 0.013 | 0.076 | 0.105 |
| 2004 | 0.079 | 0.093 | -0.036 | 0.040 |
| 2003 | -0.032 | 0.157 | 0.160 | 0.081 |
| 2002 | 0.048 | 0.031 | -0.067 | -0.108 |
| 2001 | 0 | 0.040 | -0.140 | -0.074 |
| 2000 | -0.107 | -0.013 | -0.068 | -0.050 |
| 1999 | 0.173 | 0.086 | 0.176 | 0.332 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.038 |
| 5 years | 0.021 |
| 10 years | 0.049 |