Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 89 |
| 1 month | -0.017 | 0 | 98 |
| 3 months | -0.052 | 0 | 96 |
| 1 year | 0.091 | 0 | 92 |
| 3 years | 0.037 | 0 | 98 |
| 5 years | 0.085 | 0 | 99 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.088 | — |
| 2022 | -0.114 | — |
| 2021 | 0.146 | — |
| 2020 | -0.028 | — |
| 2019 | 0.161 | — |
| 2018 | -0.174 | — |
| 2017 | 0.021 | — |
| 2016 | 0.166 | — |
| 2015 | 0.001 | — |
| 2014 | -0.033 | — |
| 2013 | 0.100 | — |
| 2012 | -0.026 | — |
| 2011 | -0.203 | — |
| 2010 | 0.210 | — |
| 2009 | 0.462 | — |
| 2008 | -0.466 | — |
| 2007 | 0.082 | — |
| 2006 | 0.182 | — |
| 2005 | 0.251 | — |
| 2004 | 0.073 | — |
| 2003 | 0.265 | — |
| 2002 | -0.103 | — |
| 2001 | -0.018 | — |
| 2000 | 0.036 | — |
| 1999 | 0.262 | — |
| 1998 | -0.189 | — |
| 1997 | 0.140 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | — | — | — |
| 2024 | 0.053 | -0.009 | 0.066 | 0.029 |
| 2023 | 0.050 | 0.003 | -0.020 | 0.055 |
| 2022 | 0.035 | -0.151 | -0.033 | 0.042 |
| 2021 | 0.052 | 0.047 | 0.008 | 0.031 |
| 2020 | -0.289 | 0.206 | 0.051 | 0.079 |
| 2019 | 0.105 | 0.027 | -0.019 | 0.043 |
| 2018 | -0.042 | 0.036 | -0.006 | -0.163 |
| 2017 | 0.002 | -0.030 | 0.006 | 0.045 |
| 2016 | 0.002 | 0.065 | 0.046 | 0.045 |
| 2015 | 0.050 | 0.044 | -0.107 | 0.022 |
| 2014 | 0.043 | 0.063 | -0.048 | -0.084 |
| 2013 | 0.010 | -0.059 | 0.095 | 0.057 |
| 2012 | 0.045 | -0.086 | 0.053 | -0.031 |
| 2011 | 0.025 | -0.064 | -0.165 | -0.004 |
| 2010 | 0.022 | -0.060 | 0.113 | 0.131 |
| 2009 | 0.031 | 0.161 | 0.133 | 0.078 |
| 2008 | -0.070 | 0.052 | -0.295 | -0.226 |
| 2007 | 0.058 | 0.063 | -0.030 | -0.009 |
| 2006 | 0.139 | -0.042 | -0.056 | 0.148 |
| 2005 | 0.070 | 0.010 | 0.132 | 0.022 |
| 2004 | 0.047 | -0.016 | -0.018 | 0.060 |
| 2003 | -0.078 | 0.105 | 0.124 | 0.105 |
| 2002 | 0.098 | -0.065 | -0.146 | 0.023 |
| 2001 | -0.075 | 0.074 | -0.141 | 0.150 |
| 2000 | 0.217 | -0.014 | 0.013 | -0.147 |
| 1999 | 0.027 | 0.065 | -0.001 | 0.154 |
| 1998 | 0.072 | -0.083 | -0.223 | 0.061 |
| 1997 | 0.001 | 0.071 | 0.167 | -0.088 |
| 1996 | 0.017 | 0.069 | 0.076 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.037 |
| 5 years | 0.085 |
| 10 years | 0.024 |