Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 26 |
| 1 month | -0.003 | 0 | 36 |
| 3 months | -0.078 | 0 | 32 |
| 1 year | 0.093 | 0 | 49 |
| 3 years | 0.094 | 0 | 62 |
| 5 years | 0.146 | 0 | 36 |
| 10 years | 0.109 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.227 | — |
| 2023 | 0.256 | — |
| 2022 | -0.187 | — |
| 2021 | 0.325 | — |
| 2020 | 0.152 | — |
| 2019 | 0.271 | — |
| 2018 | -0.063 | — |
| 2017 | 0.200 | — |
| 2016 | 0.105 | — |
| 2015 | -0.009 | — |
| 2014 | 0.160 | — |
| 2013 | 0.325 | — |
| 2012 | 0.117 | — |
| 2011 | 0.012 | — |
| 2010 | 0.120 | — |
| 2009 | 0.266 | — |
| 2008 | -0.392 | — |
| 2007 | 0.048 | — |
| 2006 | 0.129 | — |
| 2005 | 0.026 | — |
| 2004 | 0.076 | — |
| 2003 | 0.243 | — |
| 2002 | -0.268 | — |
| 2001 | -0.126 | — |
| 2000 | -0.089 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.106 | 0.042 | 0.049 | 0.016 |
| 2023 | 0.056 | 0.087 | -0.011 | 0.106 |
| 2022 | -0.039 | -0.153 | -0.050 | 0.051 |
| 2021 | 0.084 | 0.080 | 0.018 | 0.111 |
| 2020 | -0.176 | 0.154 | 0.092 | 0.108 |
| 2019 | 0.129 | 0.031 | 0.013 | 0.078 |
| 2018 | -0.018 | 0.044 | 0.066 | -0.143 |
| 2017 | 0.051 | 0.022 | 0.042 | 0.072 |
| 2016 | 0.006 | -0.003 | 0.048 | 0.051 |
| 2015 | 0.004 | -0.017 | -0.079 | 0.090 |
| 2014 | 0.019 | 0.059 | 0.018 | 0.057 |
| 2013 | 0.116 | 0.036 | 0.047 | 0.095 |
| 2012 | 0.110 | -0.052 | 0.093 | -0.029 |
| 2011 | 0.057 | -0.014 | -0.114 | 0.097 |
| 2010 | 0.042 | -0.110 | 0.097 | 0.101 |
| 2009 | -0.114 | 0.176 | 0.141 | 0.064 |
| 2008 | -0.111 | -0.024 | -0.133 | -0.191 |
| 2007 | -0.001 | 0.058 | 0.018 | -0.026 |
| 2006 | 0.033 | -0.022 | 0.050 | 0.064 |
| 2005 | -0.029 | 0.016 | 0.018 | 0.023 |
| 2004 | 0.006 | 0.011 | -0.024 | 0.084 |
| 2003 | -0.022 | 0.139 | 0.027 | 0.086 |
| 2002 | -0.030 | -0.159 | -0.164 | 0.074 |
| 2001 | -0.116 | 0.060 | -0.186 | 0.146 |
| 2000 | 0.039 | -0.054 | 0.008 | -0.080 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.062 |
| 5 years | 0.126 |
| 10 years | 0.099 |