Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.059 | 0 | 28 |
| 1 month | -0.042 | 0 | 54 |
| 3 months | 0.059 | 0 | 28 |
| 1 year | 0.080 | 0 | 13 |
| 3 years | 0.088 | 0 | 15 |
| 5 years | 0.139 | 0 | 14 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.185 | — |
| 2022 | -0.129 | — |
| 2021 | 0.258 | — |
| 2020 | 0.024 | — |
| 2019 | 0.258 | — |
| 2018 | -0.107 | — |
| 2017 | 0.107 | — |
| 2016 | 0.013 | — |
| 2015 | 0.083 | — |
| 2014 | 0.063 | — |
| 2013 | 0.187 | — |
| 2012 | 0.151 | — |
| 2011 | -0.077 | — |
| 2010 | 0.086 | — |
| 2009 | 0.312 | — |
| 2008 | -0.423 | — |
| 2007 | 0.050 | — |
| 2006 | 0.158 | — |
| 2005 | 0.252 | — |
| 2004 | 0.085 | — |
| 2003 | 0.144 | — |
| 2002 | -0.323 | — |
| 2001 | -0.169 | — |
| 2000 | -0.025 | — |
| 1999 | 0.361 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | — | — | — |
| 2024 | 0.075 | 0.020 | 0.032 | -0.031 |
| 2023 | 0.091 | 0.033 | -0.021 | 0.073 |
| 2022 | -0.069 | -0.098 | -0.052 | 0.093 |
| 2021 | 0.088 | 0.062 | 0.009 | 0.078 |
| 2020 | -0.196 | 0.140 | 0.024 | 0.090 |
| 2019 | 0.121 | 0.033 | 0.026 | 0.059 |
| 2018 | -0.044 | 0.041 | 0.012 | -0.114 |
| 2017 | 0.058 | 0.016 | 0.019 | 0.009 |
| 2016 | -0.078 | -0.007 | 0.044 | 0.061 |
| 2015 | 0.172 | -0.033 | -0.096 | 0.056 |
| 2014 | 0.026 | 0.037 | 0.002 | -0.003 |
| 2013 | 0.060 | -0.022 | 0.085 | 0.056 |
| 2012 | 0.057 | -0.021 | 0.078 | 0.032 |
| 2011 | 0.000 | -0.001 | -0.158 | 0.097 |
| 2010 | 0.027 | -0.067 | 0.075 | 0.054 |
| 2009 | -0.113 | 0.208 | 0.154 | 0.061 |
| 2008 | -0.163 | -0.031 | -0.101 | -0.208 |
| 2007 | 0.017 | 0.073 | -0.015 | -0.023 |
| 2006 | 0.061 | -0.025 | 0.061 | 0.054 |
| 2005 | 0.048 | 0.065 | 0.084 | 0.035 |
| 2004 | 0.025 | 0.017 | -0.002 | 0.043 |
| 2003 | -0.125 | 0.183 | -0.003 | 0.109 |
| 2002 | 0.002 | -0.171 | -0.220 | 0.045 |
| 2001 | -0.112 | 0.011 | -0.177 | 0.124 |
| 2000 | 0.050 | -0.042 | 0.019 | -0.049 |
| 1999 | 0.074 | 0.038 | -0.038 | 0.269 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.088 |
| 5 years | 0.139 |
| 10 years | 0.060 |