Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | — |
| 1 month | -0.047 | 0 | — |
| 3 months | -0.118 | 0 | — |
| 1 year | 0.125 | 0 | — |
| 3 years | 0.148 | 0 | — |
| 5 years | 0.152 | 0 | — |
| 10 years | 0.135 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.360 | — |
| 2023 | 0.225 | — |
| 2022 | -0.123 | — |
| 2021 | 0.273 | — |
| 2020 | 0.159 | — |
| 2019 | 0.244 | — |
| 2018 | 0.039 | — |
| 2017 | 0.134 | — |
| 2016 | 0.077 | — |
| 2015 | 0.212 | — |
| 2014 | 0.235 | — |
| 2013 | 0.408 | — |
| 2012 | 0.130 | — |
| 2011 | 0.043 | — |
| 2010 | 0.087 | — |
| 2009 | 0.070 | — |
| 2008 | -0.214 | — |
| 2007 | -0.109 | — |
| 2006 | 0.150 | — |
| 2005 | 0.020 | — |
| 2004 | 0.024 | — |
| 2003 | 0.048 | — |
| 2002 | -0.233 | — |
| 2001 | -0.068 | — |
| 2000 | -0.062 | — |
| 1999 | 0.139 | — |
| 1998 | 0.380 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.134 | 0.054 | 0.045 | 0.090 |
| 2023 | 0.073 | 0.062 | -0.012 | 0.088 |
| 2022 | -0.057 | -0.134 | 0.013 | 0.060 |
| 2021 | 0.047 | 0.069 | 0.029 | 0.106 |
| 2020 | -0.118 | 0.152 | 0.067 | 0.069 |
| 2019 | 0.111 | 0.019 | 0.030 | 0.067 |
| 2018 | 0.021 | 0.054 | 0.057 | -0.087 |
| 2017 | 0.054 | 0.003 | 0.006 | 0.067 |
| 2016 | -0.057 | 0.028 | 0.050 | 0.059 |
| 2015 | 0.103 | -0.012 | 0.004 | 0.108 |
| 2014 | 0.057 | 0.015 | 0.060 | 0.087 |
| 2013 | 0.127 | 0.068 | 0.025 | 0.141 |
| 2012 | 0.104 | -0.009 | 0.026 | 0.007 |
| 2011 | 0.036 | -0.008 | -0.070 | 0.091 |
| 2010 | 0.019 | -0.073 | 0.073 | 0.072 |
| 2009 | -0.093 | 0.069 | 0.067 | 0.035 |
| 2008 | -0.059 | -0.039 | -0.040 | -0.094 |
| 2007 | -0.003 | -0.021 | -0.048 | -0.041 |
| 2006 | 0.040 | -0.061 | 0.059 | 0.112 |
| 2005 | -0.012 | 0.025 | -0.019 | 0.027 |
| 2004 | 0.033 | 0.037 | -0.074 | 0.033 |
| 2003 | -0.099 | 0.065 | 0.019 | 0.073 |
| 2002 | 0.001 | -0.175 | -0.138 | 0.077 |
| 2001 | -0.077 | 0.019 | -0.112 | 0.116 |
| 2000 | 0.023 | -0.007 | 0.004 | -0.080 |
| 1999 | 0.033 | 0.045 | -0.070 | 0.134 |
| 1998 | 0.130 | 0.072 | -0.066 | 0.220 |
| 1997 | 0.063 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.125 |
| 3 years | 0.148 |
| 5 years | 0.152 |
| 10 years | 0.135 |