Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.094 | 0 | 68 |
| 1 month | -0.051 | 0 | 72 |
| 3 months | -0.127 | 0 | 63 |
| 1 year | 0.105 | 0 | 39 |
| 3 years | 0.131 | 0 | 37 |
| 5 years | 0.137 | 0 | 40 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.337 | — |
| 2023 | 0.218 | — |
| 2022 | -0.136 | — |
| 2021 | 0.260 | — |
| 2020 | 0.144 | — |
| 2019 | 0.232 | — |
| 2018 | 0.022 | — |
| 2017 | 0.124 | — |
| 2016 | 0.070 | — |
| 2015 | 0.190 | — |
| 2014 | 0.224 | — |
| 2013 | 0.396 | — |
| 2012 | 0.115 | — |
| 2011 | 0.029 | — |
| 2010 | 0.077 | — |
| 2009 | 0.058 | — |
| 2008 | -0.223 | — |
| 2007 | -0.116 | — |
| 2006 | 0.140 | — |
| 2005 | 0.010 | — |
| 2004 | 0.015 | — |
| 2003 | 0.040 | — |
| 2002 | -0.235 | — |
| 2001 | -0.078 | — |
| 2000 | -0.070 | — |
| 1999 | 0.134 | — |
| 1998 | 0.353 | — |
| 1997 | 0.368 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | 0.126 | 0.050 | 0.043 | 0.085 |
| 2023 | 0.069 | 0.062 | -0.012 | 0.085 |
| 2022 | -0.060 | -0.141 | 0.017 | 0.052 |
| 2021 | 0.045 | 0.067 | 0.024 | 0.105 |
| 2020 | -0.131 | 0.158 | 0.065 | 0.068 |
| 2019 | 0.108 | 0.018 | 0.025 | 0.065 |
| 2018 | 0.012 | 0.051 | 0.054 | -0.089 |
| 2017 | 0.047 | 0.001 | 0.002 | 0.071 |
| 2016 | -0.052 | 0.015 | 0.051 | 0.059 |
| 2015 | 0.097 | -0.015 | -0.004 | 0.106 |
| 2014 | 0.054 | 0.012 | 0.058 | 0.085 |
| 2013 | 0.127 | 0.059 | 0.029 | 0.137 |
| 2012 | 0.099 | -0.011 | 0.024 | 0.001 |
| 2011 | 0.026 | -0.007 | -0.069 | 0.084 |
| 2010 | 0.016 | -0.074 | 0.071 | 0.069 |
| 2009 | -0.095 | 0.066 | 0.063 | 0.033 |
| 2008 | -0.062 | -0.041 | -0.043 | -0.097 |
| 2007 | -0.005 | -0.023 | -0.050 | -0.043 |
| 2006 | 0.038 | -0.063 | 0.057 | 0.108 |
| 2005 | -0.015 | 0.023 | -0.021 | 0.024 |
| 2004 | 0.031 | 0.035 | -0.077 | 0.031 |
| 2003 | -0.100 | 0.063 | 0.016 | 0.071 |
| 2002 | 0.002 | -0.179 | -0.138 | 0.079 |
| 2001 | -0.077 | 0.018 | -0.117 | 0.111 |
| 2000 | 0.021 | -0.009 | 0.006 | -0.087 |
| 1999 | 0.035 | 0.031 | -0.061 | 0.132 |
| 1998 | 0.126 | 0.064 | -0.061 | 0.202 |
| 1997 | 0.024 | 0.176 | 0.074 | 0.058 |
| 1996 | 0.081 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.131 |
| 5 years | 0.137 |
| 10 years | 0.121 |