Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 68 |
| 1 month | -0.006 | 0 | 50 |
| 3 months | -0.017 | 0 | 57 |
| 1 year | -0.009 | 0 | 70 |
| 3 years | -0.005 | 0 | 92 |
| 5 years | -0.031 | 0 | 99 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.000 | — |
| 2023 | -0.003 | — |
| 2022 | -0.265 | — |
| 2021 | 0.101 | — |
| 2020 | 0.191 | — |
| 2019 | 0.356 | — |
| 2018 | -0.147 | — |
| 2017 | 0.241 | — |
| 2016 | -0.010 | — |
| 2015 | 0.163 | — |
| 2014 | 0.113 | — |
| 2013 | 0.400 | — |
| 2012 | 0.269 | — |
| 2011 | -0.233 | — |
| 2010 | 0.183 | — |
| 2009 | 0.363 | — |
| 2008 | -0.460 | — |
| 2007 | -0.005 | — |
| 2006 | 0.308 | — |
| 2005 | 0.475 | — |
| 2004 | 0.210 | — |
| 2003 | 0.307 | — |
| 2002 | -0.322 | — |
| 2001 | -0.244 | — |
| 2000 | 0.027 | — |
| 1999 | 0.625 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.064 | 0.101 | -0.011 | — |
| 2024 | 0.047 | -0.006 | 0.024 | -0.062 |
| 2023 | 0.033 | 0.018 | -0.094 | 0.047 |
| 2022 | -0.136 | -0.154 | -0.085 | 0.099 |
| 2021 | 0.067 | 0.014 | 0.043 | -0.023 |
| 2020 | -0.173 | 0.156 | 0.131 | 0.102 |
| 2019 | 0.169 | 0.045 | 0 | 0.109 |
| 2018 | 0.030 | 0.074 | -0.020 | -0.213 |
| 2017 | 0.053 | 0.063 | 0.074 | 0.032 |
| 2016 | -0.080 | -0.058 | 0.113 | 0.026 |
| 2015 | 0.153 | 0.029 | -0.065 | 0.049 |
| 2014 | 0.038 | 0.017 | -0.037 | 0.094 |
| 2013 | 0.082 | 0.053 | 0.094 | 0.124 |
| 2012 | 0.175 | -0.040 | 0.041 | 0.080 |
| 2011 | -0.024 | 0.008 | -0.227 | 0.009 |
| 2010 | 0.047 | -0.086 | 0.088 | 0.135 |
| 2009 | -0.051 | 0.240 | 0.128 | 0.027 |
| 2008 | -0.146 | -0.022 | -0.166 | -0.225 |
| 2007 | 0.112 | 0.052 | -0.096 | -0.060 |
| 2006 | 0.180 | -0.064 | 0.067 | 0.109 |
| 2005 | 0.107 | 0.123 | 0.127 | 0.054 |
| 2004 | 0.134 | 0.014 | -0.026 | 0.080 |
| 2003 | -0.086 | 0.186 | 0.074 | 0.123 |
| 2002 | 0.004 | -0.143 | -0.214 | 0.002 |
| 2001 | -0.126 | 0.046 | -0.235 | 0.080 |
| 2000 | 0.190 | -0.096 | 0.057 | -0.097 |
| 1999 | 0.060 | 0.106 | 0.050 | 0.320 |
| 1998 | 0.093 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.009 |
| 3 years | -0.005 |
| 5 years | -0.031 |
| 10 years | 0.029 |
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