Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | 11 |
| 1 month | -0.016 | 0 | 72 |
| 3 months | 0.003 | 0 | 18 |
| 1 year | 0.099 | 0 | 9 |
| 3 years | 0.117 | 0 | 1 |
| 5 years | 0.154 | 0 | 1 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.160 | — |
| 2022 | -0.024 | — |
| 2021 | 0.206 | — |
| 2020 | -0.077 | — |
| 2019 | 0.215 | — |
| 2018 | -0.183 | — |
| 2017 | 0.095 | — |
| 2016 | 0.057 | — |
| 2015 | 0.082 | — |
| 2014 | 0.051 | — |
| 2013 | 0.155 | — |
| 2012 | 0.150 | — |
| 2011 | -0.092 | — |
| 2010 | 0.031 | — |
| 2009 | 0.238 | — |
| 2008 | -0.289 | — |
| 2007 | 0.059 | — |
| 2006 | 0.116 | — |
| 2005 | 0.198 | — |
| 2004 | 0.103 | — |
| 2003 | 0.126 | — |
| 2002 | -0.231 | — |
| 2001 | -0.130 | — |
| 2000 | -0.020 | — |
| 1999 | 0.415 | — |
| 1998 | 0.147 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.078 | — | — | — |
| 2024 | 0.120 | -0.025 | 0.042 | 0.020 |
| 2023 | 0.097 | 0.036 | -0.004 | 0.024 |
| 2022 | 0.007 | -0.098 | -0.050 | 0.130 |
| 2021 | 0.146 | 0.038 | 0.000 | 0.013 |
| 2020 | -0.295 | 0.141 | -0.038 | 0.193 |
| 2019 | 0.125 | 0.028 | -0.015 | 0.066 |
| 2018 | -0.020 | 0.003 | -0.007 | -0.163 |
| 2017 | 0.055 | 0.036 | 0.025 | -0.023 |
| 2016 | -0.024 | -0.025 | 0.052 | 0.056 |
| 2015 | 0.134 | -0.034 | -0.056 | 0.046 |
| 2014 | 0.019 | 0.027 | 0.002 | 0.002 |
| 2013 | 0.017 | -0.001 | 0.075 | 0.058 |
| 2012 | 0.070 | -0.034 | 0.065 | 0.045 |
| 2011 | 0.016 | 0.003 | -0.142 | 0.038 |
| 2010 | 0.012 | -0.061 | 0.046 | 0.038 |
| 2009 | -0.082 | 0.139 | 0.155 | 0.025 |
| 2008 | -0.111 | -0.030 | -0.065 | -0.117 |
| 2007 | 0.018 | 0.062 | -0.018 | -0.003 |
| 2006 | 0.055 | -0.031 | 0.052 | 0.039 |
| 2005 | 0.037 | 0.047 | 0.068 | 0.033 |
| 2004 | 0.036 | 0.014 | 0.011 | 0.038 |
| 2003 | -0.044 | 0.101 | 0.020 | 0.048 |
| 2002 | 0.008 | -0.129 | -0.155 | 0.038 |
| 2001 | -0.064 | -0.016 | -0.145 | 0.105 |
| 2000 | 0.076 | 0.015 | -0.059 | -0.047 |
| 1999 | 0.058 | 0.059 | -0.007 | 0.271 |
| 1998 | 0.136 | 0.064 | -0.137 | 0.100 |
| 1997 | 0.083 | 0.002 | -0.025 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.088 |
| 3 years | 0.113 |
| 5 years | 0.152 |
| 10 years | 0.054 |