Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.212 | 0 | 48 |
| 1 month | 0.027 | 0 | 52 |
| 3 months | 0.067 | 0 | 45 |
| 1 year | 0.174 | 0 | 48 |
| 3 years | 0.126 | 0 | 72 |
| 5 years | 0.113 | 0 | 80 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.151 | — |
| 2023 | 0.077 | — |
| 2022 | -0.077 | — |
| 2021 | 0.208 | — |
| 2020 | -0.043 | — |
| 2019 | 0.186 | — |
| 2018 | -0.094 | — |
| 2017 | 0.082 | — |
| 2016 | 0.072 | — |
| 2015 | -0.037 | — |
| 2014 | 0.088 | — |
| 2013 | 0.179 | — |
| 2012 | 0.053 | — |
| 2011 | -0.144 | — |
| 2010 | 0.093 | — |
| 2009 | 0.209 | — |
| 2008 | -0.331 | — |
| 2007 | -0.011 | — |
| 2006 | 0.147 | — |
| 2005 | 0.187 | — |
| 2004 | 0.045 | — |
| 2003 | 0.196 | — |
| 2002 | -0.121 | — |
| 2001 | -0.065 | — |
| 2000 | 0.066 | — |
| 1999 | 0.243 | — |
| 1998 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.079 | 0.078 | — |
| 2024 | 0.061 | -0.015 | 0.083 | 0.018 |
| 2023 | 0.022 | 0.011 | -0.025 | 0.069 |
| 2022 | 0.028 | -0.121 | -0.033 | 0.057 |
| 2021 | 0.080 | 0.063 | -0.018 | 0.072 |
| 2020 | -0.174 | 0.108 | 0.032 | 0.013 |
| 2019 | 0.120 | 0.026 | 0.011 | 0.020 |
| 2018 | -0.030 | 0.050 | -0.003 | -0.108 |
| 2017 | 0.011 | -0.005 | 0.026 | 0.047 |
| 2016 | -0.023 | 0.012 | 0.054 | 0.028 |
| 2015 | 0.080 | -0.006 | -0.062 | -0.044 |
| 2014 | 0.033 | 0.057 | -0.011 | 0.007 |
| 2013 | 0.037 | -0.012 | 0.063 | 0.082 |
| 2012 | 0.074 | -0.070 | 0.051 | 0.004 |
| 2011 | 0.045 | -0.058 | -0.142 | 0.013 |
| 2010 | 0.026 | -0.101 | 0.099 | 0.078 |
| 2009 | -0.014 | 0.143 | 0.065 | 0.008 |
| 2008 | -0.056 | 0.041 | -0.163 | -0.187 |
| 2007 | 0.013 | 0.031 | -0.008 | -0.046 |
| 2006 | 0.085 | -0.062 | 0.023 | 0.102 |
| 2005 | 0.037 | 0.013 | 0.100 | 0.027 |
| 2004 | 0.028 | -0.009 | -0.036 | 0.065 |
| 2003 | -0.057 | 0.092 | 0.054 | 0.103 |
| 2002 | 0.023 | -0.091 | -0.124 | 0.079 |
| 2001 | -0.085 | 0.013 | -0.095 | 0.115 |
| 2000 | 0.083 | 0.045 | 0.043 | -0.097 |
| 1999 | 0.027 | 0.054 | -0.037 | 0.193 |
| 1998 | 0.186 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.174 |
| 3 years | 0.126 |
| 5 years | 0.113 |
| 10 years | 0.068 |
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