Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | 74 |
| 1 month | -0.001 | 0 | 60 |
| 3 months | -0.024 | 0 | 79 |
| 1 year | 0.028 | 0 | 79 |
| 3 years | 0.083 | 0 | 59 |
| 5 years | 0.121 | 0 | 45 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.197 | — |
| 2022 | -0.123 | — |
| 2021 | 0.243 | — |
| 2020 | -0.041 | — |
| 2019 | 0.254 | — |
| 2018 | -0.196 | — |
| 2017 | 0.136 | — |
| 2016 | 0.056 | — |
| 2015 | 0.095 | — |
| 2014 | 0.049 | — |
| 2013 | 0.297 | — |
| 2012 | 0.200 | — |
| 2011 | -0.189 | — |
| 2010 | 0.065 | — |
| 2009 | 0.214 | — |
| 2008 | -0.460 | — |
| 2007 | 0.041 | — |
| 2006 | 0.237 | — |
| 2005 | 0.285 | — |
| 2004 | 0.125 | — |
| 2003 | 0.193 | — |
| 2002 | -0.322 | — |
| 2001 | -0.131 | — |
| 2000 | -0.015 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.047 | — | — | — |
| 2024 | 0.092 | -0.021 | 0.024 | -0.042 |
| 2023 | 0.116 | 0.029 | -0.051 | 0.098 |
| 2022 | -0.079 | -0.115 | -0.033 | 0.113 |
| 2021 | 0.098 | 0.062 | 0.013 | 0.052 |
| 2020 | -0.270 | 0.172 | -0.002 | 0.124 |
| 2019 | 0.119 | 0.040 | 0.006 | 0.070 |
| 2018 | -0.044 | 0.002 | -0.006 | -0.156 |
| 2017 | 0.072 | 0.011 | 0.049 | -0.001 |
| 2016 | -0.068 | -0.027 | 0.071 | 0.087 |
| 2015 | 0.189 | -0.057 | -0.085 | 0.068 |
| 2014 | 0.041 | 0.019 | -0.013 | 0.001 |
| 2013 | 0.013 | 0.024 | 0.145 | 0.091 |
| 2012 | 0.103 | -0.065 | 0.089 | 0.068 |
| 2011 | 0.042 | 0.007 | -0.251 | 0.033 |
| 2010 | 0.008 | -0.084 | 0.086 | 0.061 |
| 2009 | -0.155 | 0.147 | 0.224 | 0.023 |
| 2008 | -0.160 | -0.040 | -0.169 | -0.195 |
| 2007 | 0.041 | 0.079 | -0.046 | -0.029 |
| 2006 | 0.108 | -0.040 | 0.077 | 0.080 |
| 2005 | 0.051 | 0.057 | 0.112 | 0.041 |
| 2004 | 0.032 | 0.023 | -0.018 | 0.085 |
| 2003 | -0.122 | 0.188 | 0.015 | 0.126 |
| 2002 | 0.041 | -0.133 | -0.307 | 0.085 |
| 2001 | -0.081 | 0.032 | -0.201 | 0.147 |
| 2000 | 0.045 | 0.015 | -0.035 | -0.036 |
| 1999 | 0.303 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.083 |
| 5 years | 0.121 |
| 10 years | 0.046 |