Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 24 |
| 1 month | 0.036 | 0 | 34 |
| 3 months | 0.001 | 0 | 28 |
| 1 year | 0.037 | 0 | 43 |
| 3 years | 0.043 | 0 | 36 |
| 5 years | 0.089 | 0 | 47 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.001 | — |
| 2023 | 0.090 | — |
| 2022 | -0.250 | — |
| 2021 | 0.182 | — |
| 2020 | 0.359 | — |
| 2019 | 0.213 | — |
| 2018 | -0.230 | — |
| 2017 | 0.294 | — |
| 2016 | 0.171 | — |
| 2015 | -0.145 | — |
| 2014 | -0.088 | — |
| 2013 | 0.031 | — |
| 2012 | 0.048 | — |
| 2011 | -0.227 | — |
| 2010 | 0.160 | — |
| 2009 | 0.839 | — |
| 2008 | -0.612 | — |
| 2007 | 0.449 | — |
| 2006 | 0.306 | — |
| 2005 | 0.167 | — |
| 2004 | 0.167 | — |
| 2003 | 0.394 | — |
| 2002 | -0.048 | — |
| 2001 | -0.150 | — |
| 2000 | -0.077 | — |
| 1999 | 0.095 | — |
| 1998 | 0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.047 | -0.041 | 0.097 | -0.093 |
| 2023 | 0.076 | 0.016 | -0.120 | 0.133 |
| 2022 | -0.151 | -0.174 | -0.051 | 0.128 |
| 2021 | 0.011 | 0.070 | 0.021 | 0.070 |
| 2020 | -0.183 | 0.229 | 0.179 | 0.148 |
| 2019 | 0.134 | 0.039 | -0.045 | 0.078 |
| 2018 | -0.043 | 0.008 | -0.015 | -0.189 |
| 2017 | 0.072 | 0.027 | 0.092 | 0.077 |
| 2016 | -0.001 | 0.044 | 0.105 | 0.016 |
| 2015 | 0.005 | 0.007 | -0.197 | 0.051 |
| 2014 | 0.010 | 0.033 | -0.083 | -0.046 |
| 2013 | -0.060 | -0.087 | 0.145 | 0.050 |
| 2012 | 0.092 | -0.138 | 0.065 | 0.046 |
| 2011 | 0.033 | -0.010 | -0.288 | 0.061 |
| 2010 | 0.006 | -0.182 | 0.202 | 0.173 |
| 2009 | 0.062 | 0.252 | 0.222 | 0.131 |
| 2008 | -0.032 | 0.093 | -0.428 | -0.360 |
| 2007 | 0.090 | 0.155 | 0.130 | 0.018 |
| 2006 | 0.153 | -0.005 | -0.004 | 0.142 |
| 2005 | 0.007 | -0.053 | 0.127 | 0.086 |
| 2004 | -0.014 | -0.005 | 0.051 | 0.131 |
| 2003 | -0.102 | 0.151 | 0.109 | 0.215 |
| 2002 | 0.075 | 0.045 | -0.216 | 0.081 |
| 2001 | -0.123 | 0.056 | -0.149 | 0.079 |
| 2000 | -0.032 | -0.084 | -0.115 | 0.176 |
| 1999 | -0.036 | 0.133 | -0.046 | 0.051 |
| 1998 | 0.125 | 0.032 | -0.182 | 0.069 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.032 |
| 5 years | 0.083 |
| 10 years | 0.046 |