Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 89 |
| 1 month | -0.041 | 0 | 96 |
| 3 months | 0.023 | 0 | 89 |
| 1 year | 0.046 | 0 | 83 |
| 3 years | 0.059 | 0 | 85 |
| 5 years | 0.126 | 0 | 85 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.142 | — |
| 2022 | -0.151 | — |
| 2021 | 0.204 | — |
| 2020 | 0.006 | — |
| 2019 | 0.251 | — |
| 2018 | -0.185 | — |
| 2017 | 0.194 | — |
| 2016 | -0.133 | — |
| 2015 | 0.264 | — |
| 2014 | -0.010 | — |
| 2013 | 0.285 | — |
| 2012 | 0.242 | — |
| 2011 | -0.236 | — |
| 2010 | 0.042 | — |
| 2009 | 0.399 | — |
| 2008 | -0.503 | — |
| 2007 | -0.078 | — |
| 2006 | 0.241 | — |
| 2005 | 0.224 | — |
| 2004 | 0.247 | — |
| 2003 | 0.233 | — |
| 2002 | -0.232 | — |
| 2001 | -0.241 | — |
| 2000 | 0.068 | — |
| 1999 | 0.301 | — |
| 1998 | 0.363 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.056 | 0.012 | 0.003 | 0.007 |
| 2023 | 0.068 | 0.021 | -0.058 | 0.112 |
| 2022 | -0.099 | -0.134 | -0.036 | 0.129 |
| 2021 | 0.069 | 0.060 | 0.014 | 0.048 |
| 2020 | -0.283 | 0.195 | 0.036 | 0.134 |
| 2019 | 0.149 | 0.001 | 0.022 | 0.064 |
| 2018 | 0.020 | -0.022 | -0.010 | -0.175 |
| 2017 | 0.096 | 0.044 | 0.083 | -0.037 |
| 2016 | -0.158 | -0.117 | 0.033 | 0.128 |
| 2015 | 0.288 | 0.001 | -0.065 | 0.049 |
| 2014 | 0.147 | -0.039 | -0.039 | -0.066 |
| 2013 | 0.026 | -0.004 | 0.144 | 0.100 |
| 2012 | 0.185 | -0.065 | 0.065 | 0.053 |
| 2011 | 0.042 | -0.044 | -0.253 | 0.026 |
| 2010 | 0.019 | -0.132 | 0.097 | 0.074 |
| 2009 | -0.090 | 0.271 | 0.218 | -0.007 |
| 2008 | -0.143 | -0.017 | -0.183 | -0.277 |
| 2007 | 0.058 | 0.010 | -0.070 | -0.072 |
| 2006 | 0.142 | -0.059 | 0.045 | 0.105 |
| 2005 | 0.069 | 0.040 | 0.089 | 0.011 |
| 2004 | 0.013 | 0.076 | 0.011 | 0.132 |
| 2003 | -0.090 | 0.185 | 0.055 | 0.083 |
| 2002 | 0.059 | -0.141 | -0.216 | 0.078 |
| 2001 | -0.093 | -0.026 | -0.228 | 0.114 |
| 2000 | 0.110 | 0.022 | -0.018 | -0.042 |
| 1999 | 0.038 | -0.010 | -0.005 | 0.272 |
| 1998 | 0.418 | -0.081 | -0.186 | 0.284 |
| 1997 | 0.138 | 0.177 | 0.070 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.039 |
| 5 years | 0.113 |
| 10 years | 0.024 |