Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 19 |
| 1 month | -0.033 | 0 | 19 |
| 3 months | -0.043 | 0 | 19 |
| 1 year | 0.029 | 0 | 19 |
| 3 years | 0.015 | 0 | 16 |
| 5 years | 0.077 | 0 | 49 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.109 | — |
| 2022 | -0.216 | — |
| 2021 | 0.152 | — |
| 2020 | -0.084 | — |
| 2019 | 0.331 | — |
| 2018 | -0.144 | — |
| 2017 | 0.246 | — |
| 2016 | 0.001 | — |
| 2015 | 0.159 | — |
| 2014 | -0.015 | — |
| 2013 | 0.358 | — |
| 2012 | 0.229 | — |
| 2011 | -0.047 | — |
| 2010 | 0.255 | — |
| 2009 | 0.411 | — |
| 2008 | -0.394 | — |
| 2007 | -0.069 | — |
| 2006 | 0.281 | — |
| 2005 | 0.226 | — |
| 2004 | 0.157 | — |
| 2003 | 0.275 | — |
| 2002 | -0.233 | — |
| 2001 | -0.101 | — |
| 2000 | -0.023 | — |
| 1999 | 0.182 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | — | — | — |
| 2024 | 0.003 | 0.075 | 0.023 | -0.022 |
| 2023 | 0.041 | -0.009 | -0.009 | 0.085 |
| 2022 | -0.141 | -0.114 | -0.083 | 0.124 |
| 2021 | 0.055 | 0.059 | 0.030 | 0.000 |
| 2020 | -0.346 | 0.188 | -0.026 | 0.210 |
| 2019 | 0.118 | 0.042 | 0.007 | 0.134 |
| 2018 | -0.042 | 0.073 | 0.011 | -0.177 |
| 2017 | 0.079 | 0.050 | 0.057 | 0.040 |
| 2016 | -0.052 | -0.100 | 0.136 | 0.031 |
| 2015 | 0.052 | 0.051 | -0.021 | 0.070 |
| 2014 | 0.003 | -0.048 | -0.014 | 0.046 |
| 2013 | 0.136 | 0.014 | 0.082 | 0.089 |
| 2012 | 0.123 | -0.059 | 0.106 | 0.052 |
| 2011 | 0.017 | 0.024 | -0.119 | 0.038 |
| 2010 | 0.076 | -0.087 | 0.164 | 0.097 |
| 2009 | -0.047 | 0.187 | 0.214 | 0.028 |
| 2008 | -0.083 | -0.003 | -0.167 | -0.204 |
| 2007 | 0.032 | 0.009 | -0.060 | -0.049 |
| 2006 | 0.108 | -0.036 | 0.065 | 0.126 |
| 2005 | 0.017 | 0.041 | 0.077 | 0.075 |
| 2004 | 0.049 | 0.017 | -0.008 | 0.093 |
| 2003 | -0.038 | 0.173 | 0.066 | 0.059 |
| 2002 | 0.023 | -0.135 | -0.133 | 0.000 |
| 2001 | -0.060 | 0.011 | -0.153 | 0.117 |
| 2000 | 0.001 | -0.048 | 0.036 | -0.010 |
| 1999 | 0.084 | 0.022 | -0.031 | 0.101 |
| 1998 | 0.051 | -0.132 | 0.072 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.015 |
| 5 years | 0.077 |
| 10 years | 0.040 |