Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 18 |
| 1 month | 0.030 | 0 | 53 |
| 3 months | 0.014 | 0 | 53 |
| 1 year | 0.045 | 0 | 71 |
| 3 years | 0.216 | 0 | 30 |
| 5 years | 0.340 | 0 | 32 |
| 10 years | 0.158 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.188 | — |
| 2023 | 0.382 | — |
| 2022 | 0.128 | — |
| 2021 | 0.499 | — |
| 2020 | 0.306 | — |
| 2019 | -0.010 | — |
| 2018 | -0.143 | — |
| 2017 | 0.402 | — |
| 2016 | 0.024 | — |
| 2015 | -0.001 | — |
| 2014 | 0.477 | — |
| 2013 | -0.017 | — |
| 2012 | 0.342 | — |
| 2011 | -0.282 | — |
| 2010 | 0.096 | — |
| 2009 | 0.906 | — |
| 2008 | -0.531 | — |
| 2007 | 0.663 | — |
| 2006 | 0.505 | — |
| 2005 | 0.709 | — |
| 2004 | 0.087 | — |
| 2003 | 0.282 | — |
| 2002 | 0.327 | — |
| 2001 | -0.055 | — |
| 2000 | -0.351 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.059 | 0.125 | 0.070 | -0.068 |
| 2023 | -0.011 | 0.129 | 0.094 | 0.131 |
| 2022 | -0.015 | -0.035 | 0.124 | 0.056 |
| 2021 | 0.132 | 0.127 | 0.127 | 0.042 |
| 2020 | -0.272 | 0.211 | 0.145 | 0.293 |
| 2019 | 0.058 | -0.028 | -0.055 | 0.019 |
| 2018 | -0.086 | -0.031 | -0.052 | 0.019 |
| 2017 | 0.146 | 0.051 | 0.028 | 0.132 |
| 2016 | -0.018 | 0.071 | 0.064 | -0.084 |
| 2015 | 0.056 | -0.039 | -0.012 | -0.003 |
| 2014 | 0.073 | 0.165 | 0.082 | 0.092 |
| 2013 | -0.037 | -0.027 | -0.060 | 0.115 |
| 2012 | 0.179 | -0.020 | 0.081 | 0.074 |
| 2011 | -0.089 | -0.007 | -0.120 | -0.099 |
| 2010 | 0.001 | 0.023 | 0.098 | -0.026 |
| 2009 | 0.015 | 0.488 | 0.196 | 0.054 |
| 2008 | -0.268 | -0.153 | -0.041 | -0.212 |
| 2007 | -0.052 | 0.181 | 0.176 | 0.263 |
| 2006 | 0.295 | -0.101 | 0.153 | 0.122 |
| 2005 | 0.096 | 0.105 | 0.305 | 0.082 |
| 2004 | -0.232 | 0.012 | 0.242 | 0.127 |
| 2003 | -0.053 | 0.265 | 0.181 | -0.095 |
| 2002 | 0.297 | 0.086 | -0.151 | 0.110 |
| 2001 | -0.060 | 0.011 | -0.144 | 0.161 |
| 2000 | -0.268 | -0.080 | -0.049 | 0.013 |
| 1999 | 0.021 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.216 |
| 5 years | 0.340 |
| 10 years | 0.158 |