Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.096 | 0 | 84 |
| 1 month | -0.005 | 0 | 64 |
| 3 months | 0.030 | 0 | 80 |
| 1 year | 0.097 | 0 | 84 |
| 3 years | 0.078 | 0 | 84 |
| 5 years | 0.055 | 0 | 81 |
| 10 years | 0.070 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.119 | — |
| 2022 | -0.101 | — |
| 2021 | 0.117 | — |
| 2020 | 0.107 | — |
| 2019 | 0.177 | — |
| 2018 | -0.169 | — |
| 2017 | 0.182 | — |
| 2016 | 0.153 | — |
| 2015 | 0.199 | — |
| 2014 | 0.025 | — |
| 2013 | 0.268 | — |
| 2012 | 0.219 | — |
| 2011 | -0.155 | — |
| 2010 | 0.060 | — |
| 2009 | 0.221 | — |
| 2008 | -0.182 | — |
| 2007 | 0.153 | — |
| 2006 | 0.185 | — |
| 2005 | 0.237 | — |
| 2004 | 0.122 | — |
| 2003 | 0.274 | — |
| 2002 | -0.230 | — |
| 2001 | -0.149 | — |
| 2000 | 0.116 | — |
| 1999 | 0.270 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | 0.025 | 0.015 | — |
| 2024 | 0.046 | -0.009 | 0.026 | -0.026 |
| 2023 | 0.068 | 0.006 | -0.024 | 0.067 |
| 2022 | -0.069 | -0.113 | -0.020 | 0.111 |
| 2021 | 0.024 | 0.048 | 0.016 | 0.025 |
| 2020 | -0.190 | 0.231 | 0.007 | 0.102 |
| 2019 | 0.058 | 0.092 | -0.006 | 0.024 |
| 2018 | -0.034 | 0.026 | -0.002 | -0.159 |
| 2017 | 0.066 | 0.064 | 0.019 | 0.023 |
| 2016 | 0.011 | -0.008 | 0.103 | 0.042 |
| 2015 | 0.131 | -0.024 | -0.025 | 0.114 |
| 2014 | 0.039 | -0.028 | -0.027 | 0.043 |
| 2013 | 0.113 | 0.015 | 0.060 | 0.059 |
| 2012 | 0.108 | -0.085 | 0.098 | 0.096 |
| 2011 | 0.024 | 0.030 | -0.219 | 0.026 |
| 2010 | 0.033 | -0.146 | 0.093 | 0.099 |
| 2009 | -0.141 | 0.090 | 0.290 | 0.011 |
| 2008 | -0.074 | -0.018 | -0.127 | 0.031 |
| 2007 | 0.059 | 0.028 | 0.019 | 0.039 |
| 2006 | 0.125 | -0.052 | 0.046 | 0.062 |
| 2005 | 0.022 | 0.028 | 0.111 | 0.060 |
| 2004 | -0.026 | 0.040 | 0.010 | 0.096 |
| 2003 | -0.043 | 0.165 | 0.017 | 0.124 |
| 2002 | 0.024 | -0.083 | -0.244 | 0.085 |
| 2001 | -0.099 | -0.009 | -0.152 | 0.124 |
| 2000 | 0.121 | 0.039 | -0.041 | -0.001 |
| 1999 | -0.012 | 0.067 | -0.033 | 0.245 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.078 |
| 5 years | 0.055 |
| 10 years | 0.070 |
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