Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 4 |
| 1 month | -0.055 | 0 | 4 |
| 3 months | -0.005 | 0 | 4 |
| 1 year | 0.056 | 0 | 5 |
| 3 years | 0.064 | 0 | 5 |
| 5 years | 0.156 | 0 | 3 |
| 10 years | 0.112 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.188 | — |
| 2023 | 0.056 | — |
| 2022 | -0.092 | — |
| 2021 | 0.233 | — |
| 2020 | 0.137 | — |
| 2019 | 0.247 | — |
| 2018 | -0.027 | — |
| 2017 | 0.198 | — |
| 2016 | 0.059 | — |
| 2015 | 0.401 | — |
| 2014 | 0.050 | — |
| 2013 | 0.478 | — |
| 2012 | 0.041 | — |
| 2011 | -0.253 | — |
| 2010 | 0.359 | — |
| 2009 | 0.302 | — |
| 2008 | -0.473 | — |
| 2007 | -0.001 | — |
| 2006 | 0.419 | — |
| 2005 | 0.541 | — |
| 2004 | 0.405 | — |
| 2003 | 0.412 | — |
| 2002 | -0.124 | — |
| 2001 | -0.294 | — |
| 2000 | 0.356 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.120 | 0.049 | 0.025 | -0.013 |
| 2023 | 0.060 | 0.011 | -0.031 | 0.017 |
| 2022 | -0.059 | -0.080 | -0.054 | 0.110 |
| 2021 | 0.119 | 0.111 | -0.034 | 0.027 |
| 2020 | -0.229 | 0.168 | 0.108 | 0.140 |
| 2019 | 0.087 | 0.064 | -0.020 | 0.100 |
| 2018 | 0.014 | 0.098 | 0.016 | -0.140 |
| 2017 | 0.079 | 0.056 | 0.044 | 0.007 |
| 2016 | -0.050 | 0.020 | 0.093 | -0.001 |
| 2015 | 0.188 | 0.030 | 0.042 | 0.099 |
| 2014 | 0.082 | 0.014 | -0.030 | -0.013 |
| 2013 | 0.169 | 0.028 | 0.146 | 0.074 |
| 2012 | 0.116 | -0.061 | 0.049 | -0.052 |
| 2011 | -0.046 | -0.036 | -0.179 | -0.011 |
| 2010 | 0.235 | -0.065 | 0.010 | 0.165 |
| 2009 | -0.099 | 0.292 | 0.164 | -0.039 |
| 2008 | -0.144 | -0.052 | -0.159 | -0.227 |
| 2007 | 0.031 | 0.125 | -0.016 | -0.124 |
| 2006 | 0.178 | -0.039 | 0.068 | 0.174 |
| 2005 | 0.147 | 0.132 | 0.082 | 0.098 |
| 2004 | 0.134 | 0.075 | 0.017 | 0.133 |
| 2003 | -0.029 | 0.204 | 0.082 | 0.116 |
| 2002 | 0.123 | -0.039 | -0.158 | -0.036 |
| 2001 | -0.060 | -0.022 | -0.252 | 0.027 |
| 2000 | 0.429 | -0.058 | 0.182 | -0.147 |
| 1999 | 0.059 | 0.082 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.063 |
| 5 years | 0.155 |
| 10 years | 0.111 |