Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | — |
| 1 month | 0.004 | 0 | — |
| 3 months | -0.045 | 0 | — |
| 1 year | 0.102 | 0 | — |
| 3 years | 0.083 | 0 | — |
| 5 years | 0.083 | 0 | — |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.246 | — |
| 2023 | 0.152 | — |
| 2022 | -0.235 | — |
| 2021 | 0.164 | — |
| 2020 | 0.050 | — |
| 2019 | 0.158 | — |
| 2018 | -0.193 | — |
| 2017 | 0.125 | — |
| 2016 | 0.260 | — |
| 2015 | 0.028 | — |
| 2014 | -0.173 | — |
| 2013 | 0.074 | — |
| 2012 | 0.199 | — |
| 2011 | -0.239 | — |
| 2010 | 0.232 | — |
| 2009 | 0.612 | — |
| 2008 | -0.598 | — |
| 2007 | 0.145 | — |
| 2006 | 0.348 | — |
| 2005 | 0.659 | — |
| 2004 | 0.193 | — |
| 2003 | 0.518 | — |
| 2002 | -0.171 | — |
| 2001 | -0.099 | — |
| 2000 | -0.155 | — |
| 1999 | 0.761 | — |
| 1998 | -0.301 | — |
| 1997 | 0.512 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | — | — | — |
| 2024 | 0.053 | 0.067 | 0.061 | 0.045 |
| 2023 | 0.063 | 0.060 | 0.011 | 0.012 |
| 2022 | -0.156 | -0.101 | 0.030 | -0.021 |
| 2021 | 0.069 | 0.068 | 0.053 | -0.031 |
| 2020 | -0.183 | 0.114 | 0.050 | 0.099 |
| 2019 | 0.052 | 0.054 | -0.032 | 0.079 |
| 2018 | -0.013 | -0.081 | -0.104 | -0.007 |
| 2017 | 0.031 | -0.007 | 0.036 | 0.061 |
| 2016 | 0.049 | 0.014 | 0.035 | 0.144 |
| 2015 | 0.098 | -0.017 | -0.051 | 0.005 |
| 2014 | -0.129 | 0.116 | -0.084 | -0.071 |
| 2013 | 0.039 | -0.052 | 0.071 | 0.017 |
| 2012 | 0.152 | -0.061 | 0.054 | 0.051 |
| 2011 | 0.042 | -0.065 | -0.229 | 0.014 |
| 2010 | 0.120 | -0.061 | 0.073 | 0.092 |
| 2009 | -0.077 | 0.362 | 0.170 | 0.096 |
| 2008 | -0.190 | 0.059 | -0.268 | -0.360 |
| 2007 | -0.002 | 0.030 | 0.007 | 0.107 |
| 2006 | 0.168 | -0.089 | 0.065 | 0.189 |
| 2005 | 0.105 | 0.051 | 0.361 | 0.050 |
| 2004 | 0.253 | -0.122 | 0.063 | 0.020 |
| 2003 | 0.019 | 0.276 | 0.136 | 0.028 |
| 2002 | 0.073 | -0.211 | -0.075 | 0.059 |
| 2001 | -0.154 | 0.071 | -0.234 | 0.298 |
| 2000 | 0.258 | -0.177 | -0.061 | -0.131 |
| 1999 | 0.119 | 0.135 | -0.006 | 0.394 |
| 1998 | 0.038 | -0.171 | -0.376 | 0.301 |
| 1997 | 0.216 | 0.184 | 0.119 | -0.062 |
| 1996 | -0.038 | 0.049 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.083 |
| 5 years | 0.083 |
| 10 years | 0.047 |