Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.134 | 0 | 38 |
| 1 month | -0.021 | 0 | 47 |
| 3 months | -0.156 | 0 | 41 |
| 1 year | 0.047 | 0 | 21 |
| 3 years | 0.158 | 0 | 19 |
| 5 years | 0.155 | 0 | 19 |
| 10 years | 0.150 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.396 | — |
| 2023 | 0.309 | — |
| 2022 | -0.110 | — |
| 2021 | 0.303 | — |
| 2020 | 0.182 | — |
| 2019 | 0.329 | — |
| 2018 | 0.001 | — |
| 2017 | 0.135 | — |
| 2016 | 0.100 | — |
| 2015 | 0.168 | — |
| 2014 | 0.332 | — |
| 2013 | 0.418 | — |
| 2012 | 0.050 | — |
| 2011 | 0.002 | — |
| 2010 | 0.112 | — |
| 2009 | 0.075 | — |
| 2008 | -0.277 | — |
| 2007 | -0.093 | — |
| 2006 | 0.031 | — |
| 2005 | 0.146 | — |
| 2004 | -0.035 | — |
| 2003 | 0.137 | — |
| 2002 | -0.416 | — |
| 2001 | -0.221 | — |
| 2000 | -0.026 | — |
| 1999 | 0.408 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.116 | — | — | — |
| 2024 | 0.173 | 0.027 | 0.047 | 0.108 |
| 2023 | 0.146 | 0.113 | -0.038 | 0.067 |
| 2022 | -0.063 | -0.063 | 0.052 | -0.036 |
| 2021 | 0.049 | 0.096 | 0.018 | 0.114 |
| 2020 | -0.041 | 0.120 | 0.066 | 0.034 |
| 2019 | 0.131 | 0.032 | 0.079 | 0.055 |
| 2018 | -0.071 | 0.122 | 0.047 | -0.083 |
| 2017 | 0.051 | -0.026 | 0.000 | 0.108 |
| 2016 | -0.058 | 0.043 | -0.004 | 0.124 |
| 2015 | 0.091 | -0.010 | -0.026 | 0.110 |
| 2014 | -0.002 | 0.072 | 0.037 | 0.201 |
| 2013 | 0.166 | 0.063 | 0.030 | 0.111 |
| 2012 | 0.057 | -0.025 | 0.033 | -0.014 |
| 2011 | 0.002 | -0.036 | -0.099 | 0.152 |
| 2010 | 0.081 | -0.069 | -0.007 | 0.113 |
| 2009 | -0.123 | 0.113 | 0.060 | 0.038 |
| 2008 | -0.200 | -0.030 | 0.042 | -0.106 |
| 2007 | -0.018 | 0.028 | -0.084 | -0.019 |
| 2006 | 0.005 | -0.074 | 0.085 | 0.021 |
| 2005 | 0.020 | 0.041 | 0.023 | 0.055 |
| 2004 | 0.055 | 0.008 | -0.059 | -0.036 |
| 2003 | 0.011 | 0.096 | -0.002 | 0.028 |
| 2002 | -0.042 | -0.272 | -0.151 | -0.014 |
| 2001 | -0.167 | 0.059 | -0.197 | 0.100 |
| 2000 | 0.114 | -0.037 | 0.067 | -0.149 |
| 1999 | 0.141 | 0.007 | -0.057 | 0.300 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.158 |
| 5 years | 0.155 |
| 10 years | 0.150 |