Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.078 | 0 | 84 |
| 1 month | -0.038 | 0 | 64 |
| 3 months | 0.066 | 0 | 80 |
| 1 year | 0.099 | 0 | 85 |
| 3 years | 0.068 | 0 | 67 |
| 5 years | -0.009 | 0 | 93 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | -0.018 | — |
| 2022 | -0.175 | — |
| 2021 | -0.080 | — |
| 2020 | 0.181 | — |
| 2019 | 0.182 | — |
| 2018 | -0.117 | — |
| 2017 | 0.253 | — |
| 2016 | 0.022 | — |
| 2015 | 0.078 | — |
| 2014 | 0.224 | — |
| 2013 | -0.045 | — |
| 2012 | 0.163 | — |
| 2011 | -0.181 | — |
| 2010 | 0.250 | — |
| 2009 | 0.546 | — |
| 2008 | -0.495 | — |
| 2007 | 0.267 | — |
| 2006 | 0.254 | — |
| 2005 | 0.255 | — |
| 2004 | 0.070 | — |
| 2003 | 0.090 | — |
| 2002 | -0.224 | — |
| 2001 | 0.076 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | -0.009 | 0.113 | — |
| 2024 | 0.040 | 0.099 | 0.006 | 0.021 |
| 2023 | 0.023 | -0.051 | -0.006 | 0.017 |
| 2022 | -0.097 | -0.045 | -0.071 | 0.030 |
| 2021 | 0.071 | -0.007 | -0.129 | -0.006 |
| 2020 | -0.099 | 0.206 | 0.022 | 0.064 |
| 2019 | 0.143 | -0.039 | 0.011 | 0.063 |
| 2018 | -0.020 | 0.040 | -0.022 | -0.114 |
| 2017 | 0.119 | 0.028 | 0.048 | 0.039 |
| 2016 | -0.036 | 0.053 | 0.057 | -0.048 |
| 2015 | 0.175 | 0.017 | -0.147 | 0.058 |
| 2014 | -0.002 | 0.073 | 0.101 | 0.038 |
| 2013 | 0.036 | -0.072 | 0.017 | -0.024 |
| 2012 | 0.077 | -0.019 | 0.049 | 0.049 |
| 2011 | -0.037 | -0.014 | -0.174 | 0.044 |
| 2010 | 0.071 | 0.017 | 0.057 | 0.085 |
| 2009 | 0.061 | 0.204 | 0.123 | 0.078 |
| 2008 | -0.207 | -0.073 | -0.148 | -0.193 |
| 2007 | 0.010 | 0.199 | 0.142 | -0.084 |
| 2006 | 0.076 | -0.054 | 0.064 | 0.158 |
| 2005 | 0.052 | 0.099 | 0.064 | 0.020 |
| 2004 | 0.130 | -0.102 | 0.034 | 0.020 |
| 2003 | -0.190 | 0.195 | 0.147 | -0.018 |
| 2002 | 0.164 | -0.162 | -0.169 | -0.042 |
| 2001 | -0.030 | 0.054 | -0.309 | 0.522 |
| 2000 | -0.259 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.068 |
| 5 years | -0.009 |
| 10 years | 0.037 |
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