Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.068 | 0 | — |
| 1 month | -0.045 | 0 | — |
| 3 months | -0.069 | 0 | — |
| 1 year | 0.072 | 0 | — |
| 3 years | -0.021 | 0 | — |
| 5 years | 0.133 | 0 | — |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.218 | — |
| 2023 | 0.017 | — |
| 2022 | -0.283 | — |
| 2021 | 0.427 | — |
| 2020 | 0.318 | — |
| 2019 | 0.028 | — |
| 2018 | -0.099 | — |
| 2017 | 0.212 | — |
| 2016 | 0.178 | — |
| 2015 | -0.072 | — |
| 2014 | 0.162 | — |
| 2013 | 0.369 | — |
| 2012 | 0.640 | — |
| 2011 | -0.043 | — |
| 2010 | 0.467 | — |
| 2009 | 1.093 | — |
| 2008 | -0.529 | — |
| 2007 | 0.055 | — |
| 2006 | 0.225 | — |
| 2005 | 0.024 | — |
| 2004 | -0.080 | — |
| 2003 | 1.988 | — |
| 2002 | 0.158 | — |
| 2001 | 0.480 | — |
| 2000 | -0.385 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.153 | -0.019 | 0.066 | 0.010 |
| 2023 | 0.064 | 0.023 | -0.043 | -0.023 |
| 2022 | -0.017 | -0.186 | -0.108 | 0.005 |
| 2021 | 0.051 | 0.174 | -0.037 | 0.201 |
| 2020 | -0.295 | 0.266 | 0.147 | 0.287 |
| 2019 | 0.022 | -0.017 | 0.055 | -0.030 |
| 2018 | 0.016 | -0.076 | 0.057 | -0.093 |
| 2017 | 0.122 | 0.056 | 0.000 | 0.023 |
| 2016 | -0.070 | 0.202 | 0.057 | -0.004 |
| 2015 | 0.078 | -0.064 | -0.125 | 0.051 |
| 2014 | 0.073 | -0.014 | 0.197 | -0.082 |
| 2013 | 0.318 | -0.113 | 0.021 | 0.147 |
| 2012 | 0.242 | 0.017 | 0.144 | 0.134 |
| 2011 | -0.058 | -0.029 | -0.028 | 0.076 |
| 2010 | 0.162 | 0.149 | 0.159 | -0.052 |
| 2009 | 0.121 | 0.297 | 0.399 | 0.028 |
| 2008 | 0.052 | -0.178 | -0.205 | -0.315 |
| 2007 | 0.063 | 0.074 | 0.005 | -0.081 |
| 2006 | 0.194 | -0.102 | 0.071 | 0.067 |
| 2005 | 0.055 | -0.053 | -0.019 | 0.045 |
| 2004 | -0.076 | -0.050 | -0.057 | 0.111 |
| 2003 | 0.001 | 0.428 | 0.468 | 0.425 |
| 2002 | 0.340 | 0.121 | -0.240 | 0.014 |
| 2001 | 0.050 | 0.374 | -0.140 | 0.193 |
| 2000 | -0.055 | -0.180 | -0.113 | -0.104 |
| 1999 | 0.918 | -0.293 | 0.338 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | -0.038 |
| 5 years | 0.122 |
| 10 years | 0.055 |