Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.157 | 0 | 19 |
| 1 month | -0.032 | 0 | 45 |
| 3 months | 0.093 | 0 | 41 |
| 1 year | 0.172 | 0 | 29 |
| 3 years | 0.078 | 0 | 52 |
| 5 years | 0.035 | 0 | 47 |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | -0.022 | — |
| 2022 | -0.166 | — |
| 2021 | 0.052 | — |
| 2020 | 0.244 | — |
| 2019 | 0.215 | — |
| 2018 | -0.071 | — |
| 2017 | 0.256 | — |
| 2016 | 0.133 | — |
| 2015 | 0.028 | — |
| 2014 | 0.225 | — |
| 2013 | -0.039 | — |
| 2012 | 0.143 | — |
| 2011 | -0.130 | — |
| 2010 | 0.209 | — |
| 2009 | 0.701 | — |
| 2008 | -0.461 | — |
| 2007 | 0.195 | — |
| 2006 | 0.156 | — |
| 2005 | 0.491 | — |
| 2004 | 0.056 | — |
| 2003 | 0.251 | — |
| 2002 | -0.203 | — |
| 2001 | 0.075 | — |
| 2000 | -0.391 | — |
| 1999 | 1.242 | — |
| 1998 | -0.058 | — |
| 1997 | -0.245 | — |
| 1996 | 0.156 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | 0.001 | 0.169 | — |
| 2024 | 0.043 | 0.092 | 0.026 | -0.022 |
| 2023 | 0.051 | -0.044 | -0.020 | -0.007 |
| 2022 | -0.081 | 0.017 | -0.105 | -0.003 |
| 2021 | 0.070 | 0.005 | -0.057 | 0.037 |
| 2020 | -0.180 | 0.204 | 0.089 | 0.157 |
| 2019 | 0.137 | -0.033 | 0.012 | 0.093 |
| 2018 | -0.005 | 0.030 | -0.036 | -0.058 |
| 2017 | 0.127 | 0.027 | 0.024 | 0.059 |
| 2016 | -0.018 | 0.042 | 0.132 | -0.022 |
| 2015 | 0.181 | -0.031 | -0.158 | 0.067 |
| 2014 | 0.017 | 0.060 | 0.067 | 0.065 |
| 2013 | -0.001 | -0.089 | 0.035 | 0.019 |
| 2012 | 0.092 | -0.041 | 0.071 | 0.018 |
| 2011 | -0.065 | -0.020 | -0.129 | 0.091 |
| 2010 | 0.054 | 0.031 | 0.027 | 0.083 |
| 2009 | 0.067 | 0.267 | 0.143 | 0.101 |
| 2008 | -0.212 | -0.061 | -0.164 | -0.128 |
| 2007 | 0.009 | 0.130 | 0.060 | -0.011 |
| 2006 | 0.056 | -0.075 | 0.081 | 0.094 |
| 2005 | 0.101 | 0.114 | 0.090 | 0.115 |
| 2004 | 0.103 | -0.106 | 0.013 | 0.057 |
| 2003 | -0.123 | 0.179 | 0.147 | 0.055 |
| 2002 | 0.179 | -0.194 | -0.128 | -0.038 |
| 2001 | 0.049 | 0.053 | -0.267 | 0.328 |
| 2000 | 0.197 | -0.179 | -0.136 | -0.283 |
| 1999 | 0.095 | 0.464 | -0.054 | 0.479 |
| 1998 | 0.283 | -0.304 | -0.094 | 0.165 |
| 1997 | 0.141 | 0.049 | -0.135 | -0.271 |
| 1996 | 0.185 | 0.114 | -0.100 | -0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.125 |
| 3 years | 0.064 |
| 5 years | 0.027 |
| 10 years | 0.078 |
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