Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.149 | 0 | 22 |
| 1 month | -0.031 | 0 | 94 |
| 3 months | 0.020 | 0 | 38 |
| 1 year | 0.107 | 0 | 26 |
| 3 years | 0.132 | 0 | 6 |
| 5 years | 0.124 | 0 | 8 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.093 | — |
| 2022 | -0.185 | — |
| 2021 | 0.254 | — |
| 2020 | 0.137 | — |
| 2019 | 0.168 | — |
| 2018 | -0.167 | — |
| 2017 | 0.162 | — |
| 2016 | -0.063 | — |
| 2015 | 0.269 | — |
| 2014 | 0.015 | — |
| 2013 | 0.368 | — |
| 2012 | 0.246 | — |
| 2011 | -0.143 | — |
| 2010 | 0.279 | — |
| 2009 | 0.564 | — |
| 2008 | -0.624 | — |
| 2007 | -0.030 | — |
| 2006 | 0.345 | — |
| 2005 | 0.400 | — |
| 2004 | 0.230 | — |
| 2003 | 0.184 | — |
| 2002 | -0.348 | — |
| 2001 | -0.372 | — |
| 2000 | -0.218 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.144 | — | — |
| 2024 | 0.067 | 0.043 | 0.040 | -0.031 |
| 2023 | 0.088 | -0.008 | -0.072 | 0.091 |
| 2022 | -0.073 | -0.145 | -0.106 | 0.149 |
| 2021 | 0.148 | 0.033 | 0.015 | 0.042 |
| 2020 | -0.303 | 0.218 | 0.080 | 0.240 |
| 2019 | 0.092 | -0.004 | -0.004 | 0.078 |
| 2018 | -0.035 | 0.035 | 0.004 | -0.169 |
| 2017 | 0.054 | 0.029 | 0.059 | 0.012 |
| 2016 | -0.101 | -0.069 | 0.061 | 0.056 |
| 2015 | 0.176 | 0.040 | -0.036 | 0.077 |
| 2014 | 0.078 | 0.005 | -0.063 | 0 |
| 2013 | 0.088 | -0.001 | 0.128 | 0.116 |
| 2012 | 0.172 | -0.076 | 0.095 | 0.050 |
| 2011 | 0.010 | -0.020 | -0.185 | 0.063 |
| 2010 | 0.058 | -0.048 | 0.070 | 0.186 |
| 2009 | -0.071 | 0.342 | 0.163 | 0.078 |
| 2008 | -0.185 | 0 | -0.278 | -0.361 |
| 2007 | 0.084 | 0.049 | -0.074 | -0.079 |
| 2006 | 0.173 | -0.041 | 0.051 | 0.137 |
| 2005 | 0.106 | 0.100 | 0.130 | 0.018 |
| 2004 | 0.091 | 0.032 | -0.001 | 0.094 |
| 2003 | -0.138 | 0.222 | 0.075 | 0.045 |
| 2002 | 0.018 | -0.108 | -0.252 | -0.040 |
| 2001 | -0.230 | -0.036 | -0.308 | 0.223 |
| 2000 | 0.250 | -0.134 | 0.009 | -0.284 |
| 1999 | 0.594 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.113 |
| 5 years | 0.113 |
| 10 years | 0.055 |