Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0 | 43 |
| 1 month | 0.000 | 0 | 36 |
| 3 months | 0.025 | 0 | 67 |
| 1 year | 0.056 | 0 | 45 |
| 3 years | 0.059 | 0 | 64 |
| 5 years | 0.031 | 0 | 68 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.073 | — |
| 2022 | -0.103 | — |
| 2021 | 0.059 | — |
| 2020 | -0.080 | — |
| 2019 | 0.084 | — |
| 2018 | -0.064 | — |
| 2017 | 0.040 | — |
| 2016 | 0.015 | — |
| 2015 | 0.033 | — |
| 2014 | -0.050 | — |
| 2013 | 0.091 | — |
| 2012 | 0.052 | — |
| 2011 | -0.057 | — |
| 2010 | 0.021 | — |
| 2009 | 0.078 | — |
| 2008 | -0.085 | — |
| 2007 | -0.025 | — |
| 2006 | 0.084 | — |
| 2005 | 0.136 | — |
| 2004 | 0.080 | — |
| 2003 | 0.112 | — |
| 2002 | -0.294 | — |
| 2001 | -0.145 | — |
| 2000 | -0.208 | — |
| 1999 | 0.193 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.035 | 0.026 | — |
| 2024 | 0.020 | 0.003 | 0.029 | 0.015 |
| 2023 | 0.025 | 0.013 | -0.012 | 0.045 |
| 2022 | -0.025 | -0.071 | -0.025 | 0.016 |
| 2021 | 0.015 | 0.023 | 0.000 | 0.019 |
| 2020 | -0.151 | 0.055 | 0.000 | 0.027 |
| 2019 | 0.042 | 0.012 | 0.012 | 0.016 |
| 2018 | -0.014 | -0.006 | 0.005 | -0.050 |
| 2017 | 0.021 | -0.004 | 0.008 | 0.014 |
| 2016 | -0.035 | -0.011 | 0.016 | 0.047 |
| 2015 | 0.103 | -0.023 | -0.066 | 0.028 |
| 2014 | -0.006 | 0.008 | -0.032 | -0.020 |
| 2013 | 0.014 | -0.011 | 0.055 | 0.032 |
| 2012 | 0.037 | -0.035 | 0.032 | 0.020 |
| 2011 | 0.013 | -0.005 | -0.120 | 0.063 |
| 2010 | 0.026 | -0.091 | 0.071 | 0.023 |
| 2009 | -0.065 | 0.095 | -0.012 | 0.066 |
| 2008 | 0.047 | -0.029 | -0.038 | -0.064 |
| 2007 | 0.038 | -0.039 | -0.024 | 0.001 |
| 2006 | 0.043 | -0.004 | 0.041 | 0.003 |
| 2005 | 0.022 | 0.061 | 0.041 | 0.006 |
| 2004 | 0.029 | -0.002 | -0.004 | 0.056 |
| 2003 | -0.088 | 0.118 | -0.022 | 0.115 |
| 2002 | -0.031 | -0.196 | -0.116 | 0.024 |
| 2001 | -0.051 | 0.022 | -0.137 | 0.023 |
| 2000 | 0.054 | -0.071 | 0.013 | -0.201 |
| 1999 | 0.053 | 0.055 | -0.072 | 0.158 |
| 1998 | -0.224 | 0.170 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.059 |
| 5 years | 0.031 |
| 10 years | 0.010 |
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