Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.080 | 0 | 79 |
| 1 month | -0.034 | 0 | 75 |
| 3 months | -0.099 | 0 | 72 |
| 1 year | 0.033 | 0 | 31 |
| 3 years | 0.045 | 0 | 21 |
| 5 years | 0.089 | 0 | 10 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.176 | — |
| 2023 | 0.142 | — |
| 2022 | -0.133 | — |
| 2021 | 0.219 | — |
| 2020 | 0.080 | — |
| 2019 | 0.159 | — |
| 2018 | -0.076 | — |
| 2017 | 0.078 | — |
| 2016 | 0.050 | — |
| 2015 | 0.059 | — |
| 2014 | 0.173 | — |
| 2013 | 0.181 | — |
| 2012 | 0.130 | — |
| 2011 | -0.009 | — |
| 2010 | 0.147 | — |
| 2009 | 0.198 | — |
| 2008 | -0.289 | — |
| 2007 | 0.023 | — |
| 2006 | 0.061 | — |
| 2005 | 0.302 | — |
| 2004 | 0.143 | — |
| 2003 | 0.221 | — |
| 2002 | -0.243 | — |
| 2001 | -0.106 | — |
| 2000 | -0.093 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | — | — | — |
| 2024 | 0.081 | 0.025 | 0.015 | 0.047 |
| 2023 | 0.041 | 0.044 | -0.021 | 0.073 |
| 2022 | -0.032 | -0.095 | -0.013 | 0.002 |
| 2021 | 0.062 | 0.050 | 0.020 | 0.071 |
| 2020 | -0.152 | 0.135 | 0.037 | 0.082 |
| 2019 | 0.083 | 0.022 | 0.010 | 0.038 |
| 2018 | -0.025 | 0.031 | 0.032 | -0.109 |
| 2017 | 0.037 | -0.013 | 0.013 | 0.040 |
| 2016 | -0.038 | 0.011 | 0.023 | 0.056 |
| 2015 | 0.142 | -0.040 | -0.084 | 0.055 |
| 2014 | 0.016 | 0.041 | 0.058 | 0.048 |
| 2013 | 0.090 | 0.001 | 0.031 | 0.050 |
| 2012 | 0.074 | -0.003 | 0.048 | 0.007 |
| 2011 | -0.006 | -0.025 | -0.053 | 0.080 |
| 2010 | 0.083 | -0.011 | 0.016 | 0.055 |
| 2009 | -0.079 | 0.076 | 0.140 | 0.060 |
| 2008 | -0.125 | -0.016 | -0.027 | -0.151 |
| 2007 | 0.026 | 0.048 | -0.028 | -0.021 |
| 2006 | 0.054 | -0.092 | 0.036 | 0.071 |
| 2005 | 0.031 | 0.076 | 0.102 | 0.065 |
| 2004 | 0.093 | -0.008 | -0.003 | 0.058 |
| 2003 | -0.071 | 0.138 | 0.077 | 0.073 |
| 2002 | 0.021 | -0.155 | -0.165 | 0.050 |
| 2001 | -0.068 | 0.029 | -0.190 | 0.151 |
| 2000 | 0.184 | -0.113 | -0.006 | -0.131 |
| 1999 | 0.038 | 0.009 | 0.228 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.027 |
| 5 years | 0.078 |
| 10 years | 0.044 |