Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.059 | 0 | 88 |
| 1 month | -0.001 | 0 | 75 |
| 3 months | 0.010 | 0 | 75 |
| 1 year | -0.020 | 0 | 92 |
| 3 years | 0.086 | 0 | 75 |
| 5 years | 0.101 | 0 | 57 |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.186 | — |
| 2023 | 0.159 | — |
| 2022 | -0.141 | — |
| 2021 | 0.308 | — |
| 2020 | 0.023 | — |
| 2019 | 0.338 | — |
| 2018 | -0.068 | — |
| 2017 | 0.092 | — |
| 2016 | 0.063 | — |
| 2015 | 0.100 | — |
| 2014 | 0.207 | — |
| 2013 | 0.167 | — |
| 2012 | 0.098 | — |
| 2011 | -0.064 | — |
| 2010 | 0.130 | — |
| 2009 | 0.304 | — |
| 2008 | -0.383 | — |
| 2007 | 0.055 | — |
| 2006 | 0.021 | — |
| 2005 | 0.220 | — |
| 2004 | 0.030 | — |
| 2003 | 0.095 | — |
| 2002 | -0.271 | — |
| 2001 | -0.164 | — |
| 2000 | -0.096 | — |
| 1999 | 0.514 | — |
| 1998 | 0.216 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | 0.010 | — | — |
| 2024 | 0.100 | 0.036 | -0.016 | 0.058 |
| 2023 | 0.031 | 0.061 | -0.003 | 0.062 |
| 2022 | -0.030 | -0.104 | -0.026 | 0.015 |
| 2021 | 0.093 | 0.062 | 0.021 | 0.104 |
| 2020 | -0.180 | 0.119 | 0.033 | 0.079 |
| 2019 | 0.138 | 0.047 | 0.051 | 0.068 |
| 2018 | -0.050 | 0.044 | 0.057 | -0.111 |
| 2017 | 0.061 | -0.019 | 0.005 | 0.044 |
| 2016 | -0.051 | 0.008 | 0.045 | 0.063 |
| 2015 | 0.149 | -0.032 | -0.098 | 0.097 |
| 2014 | 0.002 | 0.050 | 0.078 | 0.063 |
| 2013 | 0.100 | -0.012 | 0.023 | 0.050 |
| 2012 | 0.107 | -0.023 | 0.068 | -0.050 |
| 2011 | -0.007 | -0.039 | -0.094 | 0.083 |
| 2010 | 0.080 | -0.069 | 0.004 | 0.120 |
| 2009 | -0.013 | 0.132 | 0.121 | 0.040 |
| 2008 | -0.163 | 0.014 | -0.111 | -0.182 |
| 2007 | -0.007 | 0.071 | 0.001 | -0.008 |
| 2006 | 0.030 | -0.078 | 0.041 | 0.032 |
| 2005 | 0.052 | 0.064 | 0.066 | 0.022 |
| 2004 | 0.034 | 0.008 | -0.022 | 0.010 |
| 2003 | -0.079 | 0.127 | 0.021 | 0.034 |
| 2002 | 0.008 | -0.152 | -0.153 | 0.006 |
| 2001 | -0.135 | 0.045 | -0.212 | 0.174 |
| 2000 | 0.033 | -0.016 | 0.028 | -0.135 |
| 1999 | 0.143 | 0.069 | -0.026 | 0.272 |
| 1998 | 0.146 | 0.046 | -0.139 | 0.178 |
| 1997 | 0.140 | 0.040 | -0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.059 |
| 3 years | 0.071 |
| 5 years | 0.092 |
| 10 years | 0.074 |