Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 86 |
| 1 month | -0.001 | 0 | 98 |
| 3 months | -0.075 | 0 | 91 |
| 1 year | -0.087 | 0 | 93 |
| 3 years | 0.085 | 0 | 56 |
| 5 years | 0.109 | 0 | 51 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.243 | — |
| 2022 | -0.119 | — |
| 2021 | 0.239 | — |
| 2020 | 0.239 | — |
| 2019 | 0.236 | — |
| 2018 | -0.058 | — |
| 2017 | 0.192 | — |
| 2016 | -0.034 | — |
| 2015 | 0.218 | — |
| 2014 | 0.174 | — |
| 2013 | 0.338 | — |
| 2012 | 0.120 | — |
| 2011 | -0.181 | — |
| 2010 | 0.257 | — |
| 2009 | 0.340 | — |
| 2008 | -0.409 | — |
| 2007 | -0.008 | — |
| 2006 | 0.313 | — |
| 2005 | 0.341 | — |
| 2004 | 0.150 | — |
| 2003 | 0.444 | — |
| 2002 | -0.348 | — |
| 2001 | -0.212 | — |
| 2000 | -0.100 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.122 | 0.035 | -0.001 | -0.087 |
| 2023 | 0.141 | 0.015 | -0.027 | 0.104 |
| 2022 | -0.116 | -0.080 | -0.022 | 0.108 |
| 2021 | 0.042 | 0.098 | 0.007 | 0.074 |
| 2020 | -0.031 | 0.108 | 0.114 | 0.037 |
| 2019 | 0.086 | 0.024 | 0.033 | 0.077 |
| 2018 | -0.046 | 0.025 | 0.051 | -0.084 |
| 2017 | 0.068 | 0.082 | 0.016 | 0.016 |
| 2016 | -0.064 | -0.012 | 0.001 | 0.043 |
| 2015 | 0.143 | -0.032 | 0.009 | 0.090 |
| 2014 | 0.030 | 0.053 | -0.015 | 0.099 |
| 2013 | 0.107 | -0.007 | 0.137 | 0.070 |
| 2012 | 0.104 | -0.068 | 0.069 | 0.019 |
| 2011 | -0.011 | -0.051 | -0.198 | 0.089 |
| 2010 | 0.100 | -0.071 | 0.128 | 0.091 |
| 2009 | -0.078 | 0.288 | 0.100 | 0.026 |
| 2008 | -0.113 | -0.086 | -0.149 | -0.144 |
| 2007 | 0.044 | 0.061 | -0.034 | -0.073 |
| 2006 | 0.134 | -0.046 | 0.071 | 0.134 |
| 2005 | 0.072 | 0.069 | 0.098 | 0.066 |
| 2004 | 0.092 | 0.000 | 0.018 | 0.035 |
| 2003 | -0.023 | 0.236 | 0.065 | 0.122 |
| 2002 | -0.021 | -0.187 | -0.240 | 0.078 |
| 2001 | -0.198 | 0.053 | -0.246 | 0.238 |
| 2000 | 0.064 | -0.054 | -0.036 | -0.072 |
| 1999 | 0.109 | 0.029 | 0.402 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.087 |
| 3 years | 0.085 |
| 5 years | 0.109 |
| 10 years | 0.098 |