Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | 44 |
| 1 month | 0.011 | 0 | 4 |
| 3 months | -0.094 | 0 | 28 |
| 1 year | 0.109 | 0 | 34 |
| 3 years | 0.138 | 0 | 31 |
| 5 years | 0.156 | 0 | 7 |
| 10 years | 0.152 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.241 | — |
| 2023 | 0.521 | — |
| 2022 | -0.337 | — |
| 2021 | 0.261 | — |
| 2020 | 0.448 | — |
| 2019 | 0.365 | — |
| 2018 | -0.018 | — |
| 2017 | 0.314 | — |
| 2016 | 0.059 | — |
| 2015 | 0.088 | — |
| 2014 | 0.193 | — |
| 2013 | 0.367 | — |
| 2012 | 0.177 | — |
| 2011 | 0.021 | — |
| 2010 | 0.175 | — |
| 2009 | 0.495 | — |
| 2008 | -0.428 | — |
| 2007 | 0.164 | — |
| 2006 | 0.055 | — |
| 2005 | 0.004 | — |
| 2004 | 0.110 | — |
| 2003 | 0.502 | — |
| 2002 | -0.377 | — |
| 2001 | -0.338 | — |
| 2000 | -0.382 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.085 | — | — | — |
| 2024 | 0.084 | 0.076 | 0.016 | 0.046 |
| 2023 | 0.203 | 0.148 | -0.032 | 0.138 |
| 2022 | -0.093 | -0.228 | -0.048 | -0.007 |
| 2021 | 0.015 | 0.111 | 0.008 | 0.108 |
| 2020 | -0.109 | 0.292 | 0.119 | 0.124 |
| 2019 | 0.160 | 0.037 | 0.009 | 0.125 |
| 2018 | 0.026 | 0.070 | 0.082 | -0.173 |
| 2017 | 0.117 | 0.039 | 0.057 | 0.070 |
| 2016 | -0.027 | -0.012 | 0.105 | -0.002 |
| 2015 | 0.024 | 0.018 | -0.049 | 0.097 |
| 2014 | 0.004 | 0.073 | 0.055 | 0.049 |
| 2013 | 0.063 | 0.035 | 0.109 | 0.121 |
| 2012 | 0.210 | -0.049 | 0.071 | -0.045 |
| 2011 | 0.055 | -0.007 | -0.081 | 0.061 |
| 2010 | 0.050 | -0.115 | 0.139 | 0.110 |
| 2009 | 0.019 | 0.180 | 0.153 | 0.079 |
| 2008 | -0.143 | 0.029 | -0.129 | -0.255 |
| 2007 | 0.006 | 0.087 | 0.076 | -0.011 |
| 2006 | 0.033 | -0.078 | 0.046 | 0.059 |
| 2005 | -0.086 | 0.005 | 0.069 | 0.022 |
| 2004 | -0.017 | 0.055 | -0.068 | 0.149 |
| 2003 | 0.033 | 0.184 | 0.090 | 0.126 |
| 2002 | -0.082 | -0.271 | -0.205 | 0.172 |
| 2001 | -0.331 | 0.165 | -0.368 | 0.344 |
| 2000 | 0.188 | -0.154 | -0.056 | -0.348 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.109 |
| 3 years | 0.138 |
| 5 years | 0.156 |
| 10 years | 0.152 |