Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 39 |
| 1 month | -0.024 | 0 | 53 |
| 3 months | -0.071 | 0 | 35 |
| 1 year | 0.166 | 0 | 44 |
| 3 years | 0.086 | 0 | 53 |
| 5 years | 0.080 | 0 | 74 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.291 | — |
| 2023 | 0.199 | — |
| 2022 | -0.204 | — |
| 2021 | 0.072 | — |
| 2020 | 0.126 | — |
| 2019 | 0.256 | — |
| 2018 | -0.077 | — |
| 2017 | 0.019 | — |
| 2016 | 0.077 | — |
| 2015 | 0.128 | — |
| 2014 | 0.172 | — |
| 2013 | 0.303 | — |
| 2012 | 0.166 | — |
| 2011 | 0.021 | — |
| 2010 | 0.211 | — |
| 2009 | 0.229 | — |
| 2008 | -0.369 | — |
| 2007 | -0.017 | — |
| 2006 | 0.140 | — |
| 2005 | 0.024 | — |
| 2004 | -0.003 | — |
| 2003 | 0.008 | — |
| 2002 | -0.420 | — |
| 2001 | -0.214 | — |
| 2000 | -0.326 | — |
| 1999 | 0.874 | — |
| 1998 | 0.351 | — |
| 1997 | 0.420 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.094 | 0.046 | 0.031 | 0.095 |
| 2023 | 0.092 | 0.034 | 0.009 | 0.053 |
| 2022 | -0.038 | -0.086 | -0.061 | -0.036 |
| 2021 | 0.075 | 0.034 | -0.012 | -0.025 |
| 2020 | -0.118 | 0.149 | 0.027 | 0.081 |
| 2019 | 0.131 | 0.019 | 0.033 | 0.056 |
| 2018 | -0.090 | 0.077 | 0.022 | -0.079 |
| 2017 | 0.049 | -0.034 | -0.018 | 0.024 |
| 2016 | -0.018 | 0.016 | 0.029 | 0.049 |
| 2015 | 0.158 | -0.011 | -0.104 | 0.100 |
| 2014 | -0.027 | 0.062 | 0.069 | 0.060 |
| 2013 | 0.113 | 0.018 | 0.071 | 0.075 |
| 2012 | 0.047 | 0.068 | 0.084 | -0.039 |
| 2011 | -0.001 | -0.028 | -0.050 | 0.106 |
| 2010 | 0.078 | 0.001 | 0.022 | 0.098 |
| 2009 | -0.053 | 0.097 | 0.111 | 0.065 |
| 2008 | -0.198 | -0.028 | -0.077 | -0.123 |
| 2007 | 0.016 | 0.056 | -0.042 | -0.044 |
| 2006 | 0.011 | -0.028 | 0.065 | 0.089 |
| 2005 | 0.005 | 0.026 | 0.015 | -0.023 |
| 2004 | 0.010 | -0.020 | -0.032 | 0.040 |
| 2003 | -0.096 | 0.116 | -0.057 | 0.060 |
| 2002 | -0.091 | -0.317 | -0.148 | 0.096 |
| 2001 | -0.052 | 0.037 | -0.268 | 0.092 |
| 2000 | 0.088 | -0.137 | -0.035 | -0.256 |
| 1999 | 0.184 | 0.118 | -0.046 | 0.483 |
| 1998 | 0.206 | 0.038 | -0.126 | 0.235 |
| 1997 | 0.096 | 0.174 | 0.035 | 0.066 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.072 |
| 5 years | 0.072 |
| 10 years | 0.056 |