Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 1.301 | 0 | 74 |
| 1 month | 0.159 | 0 | 52 |
| 3 months | 0.329 | 0 | 62 |
| 1 year | 1.179 | 0 | 76 |
| 3 years | 0.445 | 0 | 65 |
| 5 years | 0.211 | 0 | 76 |
| 10 years | 0.196 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.256 | — |
| 2023 | 0.029 | — |
| 2022 | -0.030 | — |
| 2021 | -0.115 | — |
| 2020 | 0.186 | — |
| 2019 | 0.293 | — |
| 2018 | -0.015 | — |
| 2017 | -0.005 | — |
| 2016 | 0.509 | — |
| 2015 | -0.061 | — |
| 2014 | -0.018 | — |
| 2013 | -0.422 | — |
| 2012 | -0.125 | — |
| 2011 | -0.236 | — |
| 2010 | 0.592 | — |
| 2009 | 0.722 | — |
| 2008 | -0.408 | — |
| 2007 | 0.033 | — |
| 2006 | 0.468 | — |
| 2005 | 0.248 | — |
| 2004 | -0.192 | — |
| 2003 | 0.024 | — |
| 2002 | 0.851 | — |
| 2001 | 0.359 | — |
| 2000 | -0.027 | — |
| 1999 | -0.035 | — |
| 1998 | -0.154 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.334 | 0.085 | 0.435 | — |
| 2024 | 0.048 | 0.060 | 0.177 | -0.039 |
| 2023 | 0.127 | -0.095 | -0.087 | 0.105 |
| 2022 | 0.156 | -0.247 | -0.049 | 0.173 |
| 2021 | -0.129 | 0.057 | -0.113 | 0.084 |
| 2020 | -0.170 | 0.551 | 0.062 | -0.132 |
| 2019 | 0.029 | 0.132 | 0.042 | 0.066 |
| 2018 | -0.034 | 0.056 | -0.184 | 0.183 |
| 2017 | 0.076 | -0.068 | -0.020 | 0.012 |
| 2016 | 0.306 | 0.397 | 0.021 | -0.189 |
| 2015 | 0.052 | 0.032 | -0.148 | 0.014 |
| 2014 | 0.179 | 0.063 | -0.151 | -0.076 |
| 2013 | -0.170 | -0.295 | 0.109 | -0.108 |
| 2012 | -0.010 | -0.153 | 0.188 | -0.122 |
| 2011 | 0.006 | -0.112 | -0.085 | -0.066 |
| 2010 | -0.008 | 0.121 | 0.199 | 0.194 |
| 2009 | 0.174 | 0.072 | 0.190 | 0.151 |
| 2008 | 0.007 | -0.037 | -0.327 | -0.094 |
| 2007 | 0.030 | -0.014 | 0.003 | 0.015 |
| 2006 | 0.301 | -0.025 | 0.010 | 0.147 |
| 2005 | -0.035 | -0.035 | 0.143 | 0.173 |
| 2004 | -0.031 | -0.170 | 0.045 | -0.039 |
| 2003 | -0.239 | -0.019 | 0.211 | 0.132 |
| 2002 | 0.374 | 0.132 | 0.078 | 0.103 |
| 2001 | 0.024 | 0.213 | 0.076 | 0.018 |
| 2000 | -0.162 | 0.134 | -0.005 | 0.028 |
| 1999 | -0.033 | -0.030 | 0.225 | -0.161 |
| 1998 | 0.005 | -0.159 | 0.081 | -0.074 |
| 1997 | -0.147 | -0.030 | -0.259 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 1.179 |
| 3 years | 0.445 |
| 5 years | 0.211 |
| 10 years | 0.196 |
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