Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.296 | 0 | 40 |
| 1 month | 0.028 | 0 | 34 |
| 3 months | 0.051 | 0 | 38 |
| 1 year | 0.256 | 0 | 41 |
| 3 years | 0.194 | 0 | 42 |
| 5 years | 0.085 | 0 | 89 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.220 | — |
| 2023 | 0.088 | — |
| 2022 | -0.209 | — |
| 2021 | 0.070 | — |
| 2020 | 0.154 | — |
| 2019 | 0.270 | — |
| 2018 | -0.059 | — |
| 2017 | 0.175 | — |
| 2016 | 0.121 | — |
| 2015 | 0.075 | — |
| 2014 | 0.029 | — |
| 2013 | 0.255 | — |
| 2012 | 0.181 | — |
| 2011 | -0.245 | — |
| 2010 | -0.022 | — |
| 2009 | 0.119 | — |
| 2008 | 0.073 | — |
| 2007 | 0.019 | — |
| 2006 | 0.157 | — |
| 2005 | 0.340 | — |
| 2004 | 0.196 | — |
| 2003 | 0.396 | — |
| 2002 | -0.077 | — |
| 2001 | 0.010 | — |
| 2000 | 0.424 | — |
| 1999 | 0.347 | — |
| 1998 | 0.417 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.114 | 0.139 | — |
| 2024 | 0.113 | 0.016 | 0.008 | 0.071 |
| 2023 | -0.031 | 0.036 | 0.048 | 0.034 |
| 2022 | -0.121 | -0.132 | 0.006 | 0.031 |
| 2021 | -0.009 | 0.047 | 0.056 | -0.022 |
| 2020 | -0.148 | 0.243 | 0.015 | 0.073 |
| 2019 | 0.132 | 0.103 | 0.022 | -0.005 |
| 2018 | -0.015 | 0.085 | 0.044 | -0.156 |
| 2017 | 0.052 | 0.037 | 0.035 | 0.041 |
| 2016 | -0.058 | 0.050 | 0.094 | 0.036 |
| 2015 | 0.076 | -0.027 | -0.041 | 0.072 |
| 2014 | 0.016 | -0.050 | 0.009 | 0.057 |
| 2013 | 0.141 | 0.007 | 0.017 | 0.075 |
| 2012 | 0.090 | -0.044 | 0.066 | 0.064 |
| 2011 | -0.030 | -0.032 | -0.212 | 0.020 |
| 2010 | 0.054 | -0.122 | 0.040 | 0.016 |
| 2009 | -0.086 | 0.045 | 0.268 | -0.076 |
| 2008 | -0.088 | -0.023 | -0.028 | 0.238 |
| 2007 | 0.008 | 0.024 | -0.010 | -0.003 |
| 2006 | 0.152 | -0.099 | 0.056 | 0.056 |
| 2005 | 0.042 | 0.023 | 0.137 | 0.106 |
| 2004 | 0.028 | 0.005 | 0.028 | 0.126 |
| 2003 | -0.032 | 0.204 | 0.079 | 0.110 |
| 2002 | 0.024 | 0.027 | -0.129 | 0.008 |
| 2001 | -0.030 | 0.112 | -0.194 | 0.162 |
| 2000 | 0.145 | 0.030 | 0.169 | 0.032 |
| 1999 | 0.114 | 0.037 | -0.025 | 0.197 |
| 1998 | 0.265 | 0.097 | -0.148 | 0.198 |
| 1997 | 0.092 | 0.035 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.256 |
| 3 years | 0.194 |
| 5 years | 0.085 |
| 10 years | 0.103 |
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