Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 52 |
| 1 month | 0.060 | 0 | 24 |
| 3 months | -0.060 | 0 | 39 |
| 1 year | -0.086 | 0 | 18 |
| 3 years | -0.067 | 0 | 11 |
| 5 years | 0.046 | 0 | 18 |
| 10 years | 0.000 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.054 | — |
| 2023 | 0.063 | — |
| 2022 | -0.023 | — |
| 2021 | 0.023 | — |
| 2020 | -0.077 | — |
| 2019 | 0.065 | — |
| 2018 | -0.085 | — |
| 2017 | 0.198 | — |
| 2016 | 0.153 | — |
| 2015 | -0.203 | — |
| 2014 | 0.253 | — |
| 2013 | -0.217 | — |
| 2012 | 0.072 | — |
| 2011 | 0.019 | — |
| 2010 | 0.447 | — |
| 2009 | 1.248 | — |
| 2008 | -0.524 | — |
| 2007 | 0.411 | — |
| 2006 | 0.652 | — |
| 2005 | 0.059 | — |
| 2004 | 0.356 | — |
| 2003 | 0.667 | — |
| 2002 | 0.323 | — |
| 2001 | -0.118 | — |
| 2000 | -0.618 | — |
| 1999 | 1.028 | — |
| 1998 | -0.223 | — |
| 1997 | -0.609 | — |
| 1996 | 0.104 | — |
| 1995 | 0.018 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.135 | — | — | — |
| 2024 | 0.025 | -0.113 | 0.192 | -0.126 |
| 2023 | 0.068 | 0.017 | -0.003 | -0.020 |
| 2022 | 0.060 | -0.059 | 0.019 | -0.039 |
| 2021 | -0.042 | -0.053 | 0.104 | 0.021 |
| 2020 | -0.394 | 0.248 | -0.045 | 0.278 |
| 2019 | 0.064 | 0.037 | -0.075 | 0.044 |
| 2018 | -0.067 | -0.116 | -0.011 | 0.120 |
| 2017 | 0.062 | 0.075 | -0.017 | 0.068 |
| 2016 | 0.131 | 0.040 | 0.085 | -0.096 |
| 2015 | 0.004 | -0.145 | -0.233 | 0.210 |
| 2014 | 0.238 | -0.020 | 0.029 | 0.004 |
| 2013 | 0.173 | -0.054 | -0.246 | -0.064 |
| 2012 | 0.063 | -0.066 | 0.059 | 0.019 |
| 2011 | 0.037 | 0.073 | -0.141 | 0.066 |
| 2010 | 0.134 | 0.056 | 0.181 | 0.023 |
| 2009 | -0.012 | 0.621 | 0.315 | 0.067 |
| 2008 | -0.074 | -0.031 | -0.238 | -0.304 |
| 2007 | -0.037 | 0.180 | 0.067 | 0.164 |
| 2006 | 0.231 | -0.020 | 0.149 | 0.191 |
| 2005 | 0.063 | 0.024 | -0.055 | 0.030 |
| 2004 | 0.061 | -0.119 | 0.166 | 0.244 |
| 2003 | -0.079 | 0.449 | 0.135 | 0.102 |
| 2002 | 0.411 | 0.197 | -0.228 | 0.015 |
| 2001 | -0.167 | 0.082 | 0.040 | -0.059 |
| 2000 | -0.254 | -0.260 | -0.218 | -0.114 |
| 1999 | -0.036 | 1.148 | -0.355 | 0.519 |
| 1998 | -0.059 | -0.515 | -0.187 | 1.097 |
| 1997 | 0.079 | 0.094 | -0.418 | -0.432 |
| 1996 | 0.087 | -0.008 | -0.095 | 0.131 |
| 1995 | -0.095 | 0.165 | -0.001 | -0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.086 |
| 3 years | -0.067 |
| 5 years | 0.046 |
| 10 years | 0.000 |