Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.359 | 0 | 96 |
| 1 month | 0.033 | 0 | 92 |
| 3 months | 0.131 | 0 | 69 |
| 1 year | 0.292 | 0 | 97 |
| 3 years | 0.079 | 0 | 40 |
| 5 years | 0.039 | 0 | 93 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.231 | — |
| 2023 | 0.225 | — |
| 2022 | 0.095 | — |
| 2021 | -0.188 | — |
| 2020 | -0.109 | — |
| 2019 | 0.158 | — |
| 2018 | -0.018 | — |
| 2017 | 0.092 | — |
| 2016 | 0.496 | — |
| 2015 | -0.289 | — |
| 2014 | -0.093 | — |
| 2013 | -0.154 | — |
| 2012 | 0.065 | — |
| 2011 | -0.214 | — |
| 2010 | 0.268 | — |
| 2009 | 0.851 | — |
| 2008 | -0.361 | — |
| 2007 | 0.387 | — |
| 2006 | 0.281 | — |
| 2005 | 0.668 | — |
| 2004 | 0.302 | — |
| 2003 | 0.518 | — |
| 2002 | -0.285 | — |
| 2001 | 0.096 | — |
| 2000 | -0.031 | — |
| 1999 | 0.702 | — |
| 1998 | -0.355 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.069 | 0.069 | 0.112 | — |
| 2024 | -0.032 | -0.103 | -0.020 | -0.096 |
| 2023 | 0.016 | 0.087 | -0.011 | 0.122 |
| 2022 | 0.221 | -0.192 | 0.135 | -0.023 |
| 2021 | -0.106 | 0.204 | -0.128 | -0.136 |
| 2020 | -0.417 | 0.250 | -0.042 | 0.277 |
| 2019 | 0.028 | 0.109 | -0.008 | 0.025 |
| 2018 | 0.031 | -0.131 | 0.069 | 0.025 |
| 2017 | 0.110 | -0.067 | 0.092 | -0.034 |
| 2016 | 0.211 | 0.093 | 0.112 | 0.015 |
| 2015 | -0.047 | -0.033 | -0.237 | 0.011 |
| 2014 | -0.028 | 0.053 | -0.010 | -0.105 |
| 2013 | 0.079 | -0.156 | -0.024 | -0.048 |
| 2012 | 0.112 | -0.135 | 0.066 | 0.038 |
| 2011 | -0.055 | -0.016 | -0.216 | 0.078 |
| 2010 | 0.083 | -0.078 | 0.135 | 0.118 |
| 2009 | 0.028 | 0.210 | 0.291 | 0.152 |
| 2008 | -0.029 | 0.104 | -0.309 | -0.137 |
| 2007 | 0.041 | 0.152 | 0.106 | 0.045 |
| 2006 | 0.159 | -0.089 | 0.032 | 0.176 |
| 2005 | 0.027 | 0.162 | 0.291 | 0.083 |
| 2004 | 0.059 | -0.075 | 0.166 | 0.140 |
| 2003 | 0.022 | 0.183 | 0.109 | 0.132 |
| 2002 | 0.138 | -0.268 | -0.234 | 0.120 |
| 2001 | 0.002 | 0.165 | -0.285 | 0.311 |
| 2000 | 0.102 | -0.023 | 0.023 | -0.120 |
| 1999 | 0.084 | 0.215 | -0.123 | 0.474 |
| 1998 | 0.027 | -0.204 | -0.288 | 0.108 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.292 |
| 3 years | 0.079 |
| 5 years | 0.039 |
| 10 years | 0.059 |
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