Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | 83 |
| 1 month | 0.019 | 0 | 35 |
| 3 months | -0.113 | 0 | 70 |
| 1 year | 0.116 | 0 | 32 |
| 3 years | 0.124 | 0 | 35 |
| 5 years | 0.133 | 0 | 39 |
| 10 years | 0.123 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.310 | — |
| 2023 | 0.429 | — |
| 2022 | -0.347 | — |
| 2021 | 0.234 | — |
| 2020 | 0.338 | — |
| 2019 | 0.356 | — |
| 2018 | -0.010 | — |
| 2017 | 0.305 | — |
| 2016 | -0.043 | — |
| 2015 | 0.059 | — |
| 2014 | 0.096 | — |
| 2013 | 0.332 | — |
| 2012 | 0.159 | — |
| 2011 | -0.007 | — |
| 2010 | 0.080 | — |
| 2009 | 0.255 | — |
| 2008 | -0.396 | — |
| 2007 | 0.006 | — |
| 2006 | 0.142 | — |
| 2005 | 0.048 | — |
| 2004 | 0.086 | — |
| 2003 | 0.224 | — |
| 2002 | -0.245 | — |
| 2001 | -0.115 | — |
| 2000 | -0.218 | — |
| 1999 | -0.116 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.109 | — | — | — |
| 2024 | 0.123 | 0.066 | 0.034 | 0.059 |
| 2023 | 0.134 | 0.158 | -0.042 | 0.136 |
| 2022 | -0.092 | -0.242 | -0.060 | 0.008 |
| 2021 | 0.008 | 0.109 | 0.006 | 0.098 |
| 2020 | -0.145 | 0.263 | 0.112 | 0.114 |
| 2019 | 0.178 | 0.050 | -0.011 | 0.108 |
| 2018 | 0.037 | 0.051 | 0.104 | -0.177 |
| 2017 | 0.103 | 0.061 | 0.045 | 0.067 |
| 2016 | -0.050 | -0.016 | 0.053 | -0.029 |
| 2015 | 0.026 | 0 | -0.062 | 0.100 |
| 2014 | 0.005 | 0.040 | 0.017 | 0.030 |
| 2013 | 0.076 | 0.011 | 0.113 | 0.100 |
| 2012 | 0.188 | -0.074 | 0.067 | -0.013 |
| 2011 | 0.057 | 0.014 | -0.145 | 0.083 |
| 2010 | 0.040 | -0.134 | 0.111 | 0.079 |
| 2009 | -0.124 | 0.178 | 0.158 | 0.051 |
| 2008 | -0.111 | -0.013 | -0.079 | -0.253 |
| 2007 | -0.005 | 0.074 | -0.010 | -0.049 |
| 2006 | 0.033 | -0.017 | 0.050 | 0.070 |
| 2005 | -0.016 | 0.007 | 0.031 | 0.026 |
| 2004 | 0.005 | 0.004 | -0.011 | 0.089 |
| 2003 | -0.043 | 0.144 | 0.007 | 0.109 |
| 2002 | 0.000 | -0.145 | -0.184 | 0.081 |
| 2001 | -0.114 | 0.040 | -0.131 | 0.105 |
| 2000 | -0.119 | -0.023 | -0.017 | -0.076 |
| 1999 | -0.002 | 0.075 | -0.160 | -0.020 |
| 1998 | -0.064 | 0.114 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.113 |
| 5 years | 0.126 |
| 10 years | 0.119 |