Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.207 | 0 | 87 |
| 1 month | -0.159 | 0 | 91 |
| 3 months | -0.207 | 0 | 87 |
| 1 year | -0.146 | 0 | 83 |
| 3 years | 0.010 | 0 | 75 |
| 5 years | 0.185 | 0 | 50 |
| 10 years | 0.109 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.188 | — |
| 2023 | 0.592 | — |
| 2022 | -0.356 | — |
| 2021 | 0.466 | — |
| 2020 | 0.327 | — |
| 2019 | 0.242 | — |
| 2018 | -0.095 | — |
| 2017 | 0.410 | — |
| 2016 | 0.002 | — |
| 2015 | 0.029 | — |
| 2014 | 0.114 | — |
| 2013 | 0.166 | — |
| 2012 | 0.057 | — |
| 2011 | -0.243 | — |
| 2010 | -0.023 | — |
| 2009 | 0.701 | — |
| 2008 | -0.507 | — |
| 2007 | 0.076 | — |
| 2006 | 0.223 | — |
| 2005 | 0.524 | — |
| 2004 | 0.091 | — |
| 2003 | 0.210 | — |
| 2002 | -0.196 | — |
| 2001 | 0.804 | — |
| 2000 | -0.551 | — |
| 1999 | 0.179 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.207 | — | — | — |
| 2024 | 0.103 | 0.068 | -0.100 | 0.122 |
| 2023 | 0.198 | 0.139 | 0.050 | 0.110 |
| 2022 | -0.062 | -0.262 | -0.013 | -0.057 |
| 2021 | 0.164 | 0.116 | -0.031 | 0.165 |
| 2020 | -0.196 | 0.322 | 0.056 | 0.183 |
| 2019 | 0.090 | -0.059 | 0.099 | 0.102 |
| 2018 | 0.065 | 0.057 | -0.137 | -0.068 |
| 2017 | 0.067 | 0.074 | 0.158 | 0.062 |
| 2016 | 0.022 | -0.028 | 0.079 | -0.065 |
| 2015 | 0.090 | 0.043 | -0.132 | 0.042 |
| 2014 | 0.102 | 0.074 | -0.061 | 0.003 |
| 2013 | 0.051 | 0.010 | 0.028 | 0.068 |
| 2012 | 0.173 | -0.103 | 0.034 | -0.030 |
| 2011 | 0.013 | 0.008 | -0.173 | -0.104 |
| 2010 | -0.040 | -0.099 | 0.132 | -0.003 |
| 2009 | 0.147 | 0.157 | 0.226 | 0.046 |
| 2008 | -0.139 | -0.089 | -0.167 | -0.246 |
| 2007 | 0.130 | 0.096 | 0.099 | -0.210 |
| 2006 | 0.044 | -0.035 | 0.116 | 0.087 |
| 2005 | 0.059 | 0.062 | 0.115 | 0.215 |
| 2004 | 0.180 | -0.118 | 0.028 | 0.020 |
| 2003 | -0.120 | 0.118 | 0.169 | 0.053 |
| 2002 | 0.078 | -0.236 | -0.030 | 0.006 |
| 2001 | 0.598 | -0.083 | -0.267 | 0.678 |
| 2000 | 0.301 | -0.199 | -0.318 | -0.367 |
| 1999 | -0.096 | 0.132 | -0.077 | 0.248 |
| 1998 | -0.096 | 0.022 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.180 |
| 3 years | -0.004 |
| 5 years | 0.176 |
| 10 years | 0.105 |