Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 37 |
| 1 month | -0.038 | 0 | 92 |
| 3 months | -0.061 | 0 | 77 |
| 1 year | -0.034 | 0 | 87 |
| 3 years | 0.016 | 0 | 43 |
| 5 years | 0.041 | 0 | 58 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.083 | — |
| 2022 | -0.184 | — |
| 2021 | -0.075 | — |
| 2020 | 0.268 | — |
| 2019 | 0.237 | — |
| 2018 | -0.103 | — |
| 2017 | 0.397 | — |
| 2016 | 0.234 | — |
| 2015 | -0.033 | — |
| 2014 | 0.071 | — |
| 2013 | 0.025 | — |
| 2012 | 0.089 | — |
| 2011 | -0.202 | — |
| 2010 | 0.221 | — |
| 2009 | 0.798 | — |
| 2008 | -0.395 | — |
| 2007 | 0.428 | — |
| 2006 | 0.202 | — |
| 2005 | 0.613 | — |
| 2004 | 0.137 | — |
| 2003 | 0.410 | — |
| 2002 | -0.170 | — |
| 2001 | 0.054 | — |
| 2000 | -0.152 | — |
| 1999 | 0.979 | — |
| 1998 | -0.315 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.039 | 0.069 | -0.020 | -0.030 |
| 2023 | 0.038 | 0.010 | -0.002 | 0.035 |
| 2022 | -0.100 | -0.084 | -0.051 | 0.044 |
| 2021 | -0.010 | 0.056 | -0.096 | -0.021 |
| 2020 | -0.207 | 0.249 | 0.076 | 0.190 |
| 2019 | 0.118 | 0.056 | -0.006 | 0.054 |
| 2018 | -0.039 | -0.022 | 0.019 | -0.063 |
| 2017 | 0.147 | 0.043 | 0.082 | 0.079 |
| 2016 | 0 | 0.048 | 0.193 | -0.013 |
| 2015 | 0.073 | -0.057 | -0.140 | 0.112 |
| 2014 | -0.022 | 0.081 | 0.021 | -0.008 |
| 2013 | 0.052 | -0.063 | -0.010 | 0.051 |
| 2012 | 0.136 | -0.103 | 0.058 | 0.010 |
| 2011 | -0.043 | -0.027 | -0.198 | 0.069 |
| 2010 | 0.066 | -0.050 | 0.114 | 0.081 |
| 2009 | 0.012 | 0.257 | 0.296 | 0.090 |
| 2008 | -0.106 | -0.013 | -0.236 | -0.103 |
| 2007 | 0.004 | 0.143 | 0.160 | 0.072 |
| 2006 | 0.099 | -0.052 | 0.034 | 0.117 |
| 2005 | 0.049 | 0.117 | 0.216 | 0.133 |
| 2004 | 0.075 | -0.092 | 0.095 | 0.063 |
| 2003 | -0.040 | 0.175 | 0.110 | 0.126 |
| 2002 | 0.166 | -0.157 | -0.177 | 0.026 |
| 2001 | -0.030 | 0.140 | -0.259 | 0.287 |
| 2000 | 0.173 | -0.071 | -0.079 | -0.155 |
| 1999 | 0.093 | 0.231 | -0.003 | 0.476 |
| 1998 | -0.009 | -0.203 | -0.241 | 0.142 |
| 1997 | 0.113 | 0.020 | -0.177 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | 0.016 |
| 5 years | 0.041 |
| 10 years | 0.062 |