Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.139 | 0 | 55 |
| 1 month | 0.025 | 0 | 13 |
| 3 months | 0.076 | 0 | 50 |
| 1 year | 0.197 | 0 | 63 |
| 3 years | 0.143 | 0 | 57 |
| 5 years | 0.146 | 0 | 55 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.217 | — |
| 2022 | 0.003 | — |
| 2021 | 0.139 | — |
| 2020 | -0.176 | — |
| 2019 | 0.144 | — |
| 2018 | -0.114 | — |
| 2017 | 0.178 | — |
| 2016 | -0.073 | — |
| 2015 | 0.170 | — |
| 2014 | -0.137 | — |
| 2013 | 0.236 | — |
| 2012 | 0.024 | — |
| 2011 | -0.282 | — |
| 2010 | -0.137 | — |
| 2009 | 0.323 | — |
| 2008 | -0.554 | — |
| 2007 | 0.097 | — |
| 2006 | 0.255 | — |
| 2005 | 0.180 | — |
| 2004 | 0.216 | — |
| 2003 | 0.222 | — |
| 2002 | -0.171 | — |
| 2001 | -0.250 | — |
| 2000 | 0.011 | — |
| 1999 | 0.091 | — |
| 1998 | 0.337 | — |
| 1997 | 0.815 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.111 | — | — | — |
| 2024 | 0.026 | 0.023 | 0.081 | -0.039 |
| 2023 | 0.102 | 0.043 | -0.011 | 0.071 |
| 2022 | 0.003 | 0.000 | -0.099 | 0.110 |
| 2021 | 0.060 | 0.044 | 0.035 | -0.005 |
| 2020 | -0.304 | 0.076 | -0.095 | 0.216 |
| 2019 | 0.092 | 0.009 | -0.005 | 0.043 |
| 2018 | -0.017 | 0.052 | -0.025 | -0.120 |
| 2017 | 0.066 | 0.074 | 0.035 | -0.006 |
| 2016 | -0.013 | -0.121 | 0.023 | 0.044 |
| 2015 | 0.212 | -0.068 | -0.096 | 0.145 |
| 2014 | 0.142 | -0.034 | -0.089 | -0.142 |
| 2013 | 0.064 | -0.035 | 0.093 | 0.101 |
| 2012 | -0.031 | -0.117 | 0.105 | 0.082 |
| 2011 | 0.015 | -0.070 | -0.199 | -0.050 |
| 2010 | -0.046 | -0.124 | 0.022 | 0.011 |
| 2009 | -0.052 | 0.211 | 0.166 | -0.012 |
| 2008 | -0.180 | -0.115 | -0.191 | -0.241 |
| 2007 | 0.073 | 0.180 | -0.139 | 0.006 |
| 2006 | 0.171 | -0.064 | 0.067 | 0.074 |
| 2005 | 0.040 | -0.006 | 0.080 | 0.057 |
| 2004 | 0.135 | -0.007 | 0.006 | 0.072 |
| 2003 | -0.053 | 0.130 | 0.027 | 0.111 |
| 2002 | 0.037 | -0.104 | -0.193 | 0.105 |
| 2001 | -0.110 | -0.135 | -0.161 | 0.162 |
| 2000 | 0.152 | -0.033 | 0.016 | -0.107 |
| 1999 | -0.052 | -0.022 | -0.007 | 0.184 |
| 1998 | 0.508 | -0.022 | -0.220 | 0.163 |
| 1997 | 0.267 | 0.245 | 0.095 | 0.051 |
| 1996 | 0.100 | 0.167 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.182 |
| 3 years | 0.143 |
| 5 years | 0.146 |
| 10 years | 0.044 |