Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 72 |
| 1 month | -0.032 | 0 | 47 |
| 3 months | -0.087 | 0 | 76 |
| 1 year | 0.075 | 0 | 27 |
| 3 years | 0.074 | 0 | 26 |
| 5 years | 0.109 | 0 | 64 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.140 | — |
| 2022 | -0.086 | — |
| 2021 | 0.188 | — |
| 2020 | 0.078 | — |
| 2019 | 0.228 | — |
| 2018 | -0.053 | — |
| 2017 | 0.256 | — |
| 2016 | 0.141 | — |
| 2015 | -0.017 | — |
| 2014 | 0.079 | — |
| 2013 | 0.270 | — |
| 2012 | 0.079 | — |
| 2011 | 0.061 | — |
| 2010 | 0.117 | — |
| 2009 | 0.200 | — |
| 2008 | -0.333 | — |
| 2007 | 0.067 | — |
| 2006 | 0.167 | — |
| 2005 | -0.001 | — |
| 2004 | 0.035 | — |
| 2003 | 0.262 | — |
| 2002 | -0.164 | — |
| 2001 | -0.074 | — |
| 2000 | -0.061 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.056 | -0.017 | 0.082 | 0.005 |
| 2023 | 0.005 | 0.035 | -0.026 | 0.126 |
| 2022 | -0.045 | -0.112 | -0.066 | 0.155 |
| 2021 | 0.078 | 0.046 | -0.019 | 0.074 |
| 2020 | -0.231 | 0.181 | 0.077 | 0.102 |
| 2019 | 0.112 | 0.027 | 0.013 | 0.061 |
| 2018 | -0.024 | 0.008 | 0.091 | -0.117 |
| 2017 | 0.047 | 0.034 | 0.051 | 0.104 |
| 2016 | 0.017 | 0.015 | 0.022 | 0.081 |
| 2015 | -0.001 | -0.008 | -0.074 | 0.071 |
| 2014 | -0.006 | 0.023 | 0.014 | 0.047 |
| 2013 | 0.114 | 0.024 | 0.016 | 0.097 |
| 2012 | 0.083 | -0.024 | 0.045 | -0.023 |
| 2011 | 0.065 | 0.009 | -0.120 | 0.122 |
| 2010 | 0.043 | -0.098 | 0.105 | 0.075 |
| 2009 | -0.130 | 0.114 | 0.152 | 0.075 |
| 2008 | -0.075 | -0.073 | -0.042 | -0.188 |
| 2007 | -0.008 | 0.085 | 0.037 | -0.044 |
| 2006 | 0.038 | 0.005 | 0.048 | 0.068 |
| 2005 | -0.025 | -0.021 | 0.030 | 0.015 |
| 2004 | -0.008 | 0.008 | -0.033 | 0.070 |
| 2003 | -0.039 | 0.127 | 0.031 | 0.129 |
| 2002 | 0.040 | -0.113 | -0.178 | 0.101 |
| 2001 | -0.085 | 0.063 | -0.158 | 0.132 |
| 2000 | -0.050 | -0.043 | 0.019 | 0.013 |
| 1999 | -0.059 | 0.111 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.056 |
| 5 years | 0.098 |
| 10 years | 0.084 |