Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 71 |
| 1 month | -0.007 | 0 | 32 |
| 3 months | -0.090 | 0 | 68 |
| 1 year | -0.020 | 0 | 68 |
| 3 years | 0.049 | 0 | 70 |
| 5 years | 0.108 | 0 | 58 |
| 10 years | 0.081 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.151 | — |
| 2022 | -0.238 | — |
| 2021 | 0.352 | — |
| 2020 | 0.194 | — |
| 2019 | 0.339 | — |
| 2018 | -0.073 | — |
| 2017 | 0.123 | — |
| 2016 | 0.090 | — |
| 2015 | 0.111 | — |
| 2014 | 0.150 | — |
| 2013 | 0.252 | — |
| 2012 | 0.182 | — |
| 2011 | -0.162 | — |
| 2010 | 0.263 | — |
| 2009 | 0.560 | — |
| 2008 | -0.393 | — |
| 2007 | -0.013 | — |
| 2006 | 0.260 | — |
| 2005 | 0.353 | — |
| 2004 | 0.213 | — |
| 2003 | 0.283 | — |
| 2002 | -0.330 | — |
| 2001 | -0.112 | — |
| 2000 | -0.093 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.064 | 0.029 | 0.043 | -0.057 |
| 2023 | 0.053 | 0.028 | -0.065 | 0.138 |
| 2022 | -0.171 | -0.171 | -0.029 | 0.142 |
| 2021 | 0.115 | 0.054 | 0.015 | 0.134 |
| 2020 | -0.203 | 0.205 | 0.166 | 0.067 |
| 2019 | 0.118 | 0.070 | 0.011 | 0.107 |
| 2018 | -0.004 | 0.034 | 0.059 | -0.149 |
| 2017 | 0.069 | 0.052 | 0.019 | -0.020 |
| 2016 | -0.032 | -0.018 | 0.107 | 0.036 |
| 2015 | 0.168 | -0.062 | -0.060 | 0.079 |
| 2014 | 0.046 | 0.038 | -0.008 | 0.068 |
| 2013 | 0.098 | -0.016 | 0.093 | 0.060 |
| 2012 | 0.119 | -0.051 | 0.071 | 0.040 |
| 2011 | -0.014 | 0.000 | -0.218 | 0.087 |
| 2010 | 0.074 | -0.009 | 0.107 | 0.072 |
| 2009 | -0.035 | 0.300 | 0.150 | 0.082 |
| 2008 | -0.112 | -0.073 | -0.107 | -0.175 |
| 2007 | 0.080 | 0.064 | -0.049 | -0.097 |
| 2006 | 0.108 | -0.066 | 0.098 | 0.110 |
| 2005 | 0.075 | 0.079 | 0.084 | 0.076 |
| 2004 | 0.080 | 0.039 | 0.012 | 0.067 |
| 2003 | -0.078 | 0.191 | 0.037 | 0.127 |
| 2002 | -0.021 | -0.178 | -0.255 | 0.118 |
| 2001 | -0.145 | 0.064 | -0.190 | 0.207 |
| 2000 | 0.055 | -0.037 | -0.021 | -0.087 |
| 1999 | 0.109 | 0.016 | 0.324 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.049 |
| 5 years | 0.108 |
| 10 years | 0.081 |