Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 12 |
| 1 month | 0.000 | 0 | 28 |
| 3 months | 0.014 | 0 | 7 |
| 1 year | 0.031 | 0 | 14 |
| 3 years | 0.048 | 0 | 11 |
| 5 years | 0.021 | 0 | 6 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.070 | — |
| 2022 | -0.107 | — |
| 2021 | 0.041 | — |
| 2020 | 0.047 | — |
| 2019 | 0.127 | — |
| 2018 | -0.083 | — |
| 2017 | 0.046 | — |
| 2016 | -0.001 | — |
| 2015 | 0.006 | — |
| 2014 | 0.061 | — |
| 2013 | 0.072 | — |
| 2012 | 0.185 | — |
| 2011 | -0.106 | — |
| 2010 | 0.037 | — |
| 2009 | 0.209 | — |
| 2008 | -0.180 | — |
| 2007 | 0.001 | — |
| 2006 | 0.024 | — |
| 2005 | 0.018 | — |
| 2004 | 0.031 | — |
| 2003 | 0.044 | — |
| 2002 | 0.039 | — |
| 2001 | -0.025 | — |
| 2000 | 0.051 | — |
| 1999 | 0.016 | — |
| 1998 | 0.067 | — |
| 1997 | 0.080 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | 0.023 | 0.005 | — |
| 2024 | 0.025 | -0.003 | 0.036 | 0.009 |
| 2023 | 0.012 | 0.014 | -0.015 | 0.059 |
| 2022 | -0.020 | -0.096 | -0.030 | 0.039 |
| 2021 | 0.014 | 0.003 | 0.021 | 0.002 |
| 2020 | -0.124 | 0.082 | 0.042 | 0.059 |
| 2019 | 0.006 | 0.036 | 0.073 | 0.008 |
| 2018 | 0.021 | -0.072 | -0.011 | -0.021 |
| 2017 | -0.021 | 0.029 | 0.010 | 0.028 |
| 2016 | -0.014 | 0.010 | 0.020 | -0.017 |
| 2015 | 0.078 | -0.079 | 0.001 | 0.012 |
| 2014 | 0.038 | 0.022 | 0.007 | -0.007 |
| 2013 | -0.008 | 0.021 | 0.015 | 0.043 |
| 2012 | 0.104 | -0.050 | 0.069 | 0.057 |
| 2011 | 0.028 | -0.008 | -0.099 | -0.027 |
| 2010 | 0.043 | -0.044 | 0.043 | -0.002 |
| 2009 | -0.019 | 0.116 | 0.087 | 0.016 |
| 2008 | -0.026 | 0.011 | -0.051 | -0.123 |
| 2007 | 0.007 | 0.005 | -0.006 | -0.005 |
| 2006 | 0.005 | 0 | 0.009 | 0.010 |
| 2005 | 0.004 | 0.006 | 0.009 | -0.001 |
| 2004 | 0.008 | 0.004 | 0.009 | 0.010 |
| 2003 | 0.015 | 0.034 | 0.007 | -0.012 |
| 2002 | 0.012 | 0.002 | 0.006 | 0.019 |
| 2001 | 0.002 | 0.017 | -0.043 | -0.001 |
| 2000 | 0.023 | 0.007 | 0.021 | -0.002 |
| 1999 | -0.007 | 0.003 | -0.007 | 0.027 |
| 1998 | 0.063 | -0.016 | -0.016 | 0.037 |
| 1997 | 0.010 | 0.026 | 0.016 | 0.025 |
| 1996 | 0.032 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.048 |
| 5 years | 0.021 |
| 10 years | 0.021 |
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