Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | 72 |
| 1 month | 0.000 | 0 | 76 |
| 3 months | 0.097 | 0 | 44 |
| 1 year | 0.011 | 0 | 80 |
| 3 years | 0.035 | 0 | 49 |
| 5 years | 0.071 | 0 | 47 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.083 | — |
| 2022 | -0.229 | — |
| 2021 | 0.240 | — |
| 2020 | 0.062 | — |
| 2019 | 0.287 | — |
| 2018 | -0.131 | — |
| 2017 | 0.180 | — |
| 2016 | 0.019 | — |
| 2015 | 0.259 | — |
| 2014 | 0.014 | — |
| 2013 | 0.285 | — |
| 2012 | 0.252 | — |
| 2011 | -0.187 | — |
| 2010 | 0.320 | — |
| 2009 | 0.626 | — |
| 2008 | -0.556 | — |
| 2007 | 0.027 | — |
| 2006 | 0.252 | — |
| 2005 | 0.333 | — |
| 2004 | 0.275 | — |
| 2003 | 0.277 | — |
| 2002 | -0.343 | — |
| 2001 | -0.293 | — |
| 2000 | 0.092 | — |
| 1999 | 0.851 | — |
| 1998 | 0.024 | — |
| 1997 | 0.358 | — |
| 1996 | 0.510 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | 0.098 | — | — |
| 2024 | 0.011 | 0.048 | 0.004 | -0.027 |
| 2023 | 0.042 | 0.003 | -0.049 | 0.089 |
| 2022 | -0.121 | -0.135 | -0.087 | 0.112 |
| 2021 | 0.113 | 0.077 | 0.016 | 0.017 |
| 2020 | -0.320 | 0.248 | 0.058 | 0.183 |
| 2019 | 0.116 | 0.019 | 0.020 | 0.110 |
| 2018 | -0.013 | 0.073 | -0.016 | -0.166 |
| 2017 | 0.050 | 0.046 | 0.050 | 0.023 |
| 2016 | -0.056 | -0.048 | 0.095 | 0.036 |
| 2015 | 0.162 | 0.037 | -0.027 | 0.075 |
| 2014 | 0.032 | -0.001 | -0.024 | 0.007 |
| 2013 | 0.079 | -0.011 | 0.109 | 0.085 |
| 2012 | 0.190 | -0.054 | 0.070 | 0.039 |
| 2011 | 0.001 | -0.001 | -0.195 | 0.011 |
| 2010 | 0.077 | -0.031 | 0.133 | 0.117 |
| 2009 | -0.007 | 0.320 | 0.167 | 0.063 |
| 2008 | -0.155 | 0.001 | -0.228 | -0.320 |
| 2007 | 0.075 | 0.091 | -0.066 | -0.062 |
| 2006 | 0.185 | -0.056 | 0.000 | 0.119 |
| 2005 | 0.126 | 0.043 | 0.108 | 0.024 |
| 2004 | 0.114 | 0.032 | -0.035 | 0.149 |
| 2003 | -0.129 | 0.223 | 0.115 | 0.075 |
| 2002 | 0.043 | -0.161 | -0.277 | 0.038 |
| 2001 | -0.163 | -0.012 | -0.289 | 0.201 |
| 2000 | 0.421 | -0.128 | 0.112 | -0.208 |
| 1999 | 0.058 | 0.082 | 0.015 | 0.593 |
| 1998 | 0.279 | 0.048 | -0.287 | 0.072 |
| 1997 | 0.186 | 0.062 | 0.090 | -0.010 |
| 1996 | 0.168 | 0.134 | -0.006 | 0.147 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | 0.017 |
| 5 years | 0.059 |
| 10 years | 0.045 |