Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 8 |
| 1 month | 0.038 | 0 | 12 |
| 3 months | 0.046 | 0 | 5 |
| 1 year | 0.095 | 0 | 18 |
| 3 years | 0.159 | 0 | 51 |
| 5 years | 0.233 | 0 | 47 |
| 10 years | 0.130 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.232 | — |
| 2022 | 0.023 | — |
| 2021 | 0.337 | — |
| 2020 | 0.136 | — |
| 2019 | 0.088 | — |
| 2018 | 0.005 | — |
| 2017 | 0.260 | — |
| 2016 | 0.039 | — |
| 2015 | 0.043 | — |
| 2014 | 0.508 | — |
| 2013 | 0.102 | — |
| 2012 | 0.376 | — |
| 2011 | -0.240 | — |
| 2010 | 0.241 | — |
| 2009 | 1.120 | — |
| 2008 | -0.560 | — |
| 2007 | 0.409 | — |
| 2006 | 0.262 | — |
| 2005 | 0.688 | — |
| 2004 | 0.365 | — |
| 2003 | 1.504 | — |
| 2002 | 0.135 | — |
| 2001 | -0.060 | — |
| 2000 | -0.406 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.059 | 0.081 | 0.119 | -0.091 |
| 2023 | -0.053 | 0.128 | 0.047 | 0.102 |
| 2022 | -0.004 | -0.100 | 0.099 | 0.038 |
| 2021 | 0.080 | 0.086 | 0.141 | -0.001 |
| 2020 | -0.300 | 0.215 | 0.060 | 0.260 |
| 2019 | 0.048 | 0.026 | -0.062 | 0.078 |
| 2018 | -0.032 | 0.020 | 0.012 | 0.005 |
| 2017 | 0.139 | -0.012 | 0.011 | 0.108 |
| 2016 | -0.068 | 0.113 | 0.060 | -0.055 |
| 2015 | 0.031 | -0.029 | 0.010 | 0.031 |
| 2014 | 0.074 | 0.251 | 0.067 | 0.052 |
| 2013 | -0.083 | -0.003 | 0.030 | 0.169 |
| 2012 | 0.183 | 0.001 | 0.082 | 0.074 |
| 2011 | -0.067 | 0.006 | -0.105 | -0.095 |
| 2010 | 0.046 | 0.038 | 0.123 | 0.018 |
| 2009 | -0.009 | 0.511 | 0.256 | 0.127 |
| 2008 | -0.290 | -0.098 | -0.075 | -0.258 |
| 2007 | -0.109 | 0.132 | 0.079 | 0.296 |
| 2006 | 0.182 | -0.158 | 0.233 | 0.027 |
| 2005 | 0.089 | 0.132 | 0.288 | 0.062 |
| 2004 | -0.184 | -0.032 | 0.328 | 0.301 |
| 2003 | -0.101 | 0.438 | 0.402 | 0.381 |
| 2002 | 0.159 | 0.017 | -0.132 | 0.110 |
| 2001 | -0.134 | 0.007 | -0.135 | 0.247 |
| 2000 | 0.070 | -0.347 | -0.074 | -0.081 |
| 1999 | 0.558 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.159 |
| 5 years | 0.233 |
| 10 years | 0.130 |