Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 72 |
| 1 month | -0.035 | 0 | 56 |
| 3 months | -0.030 | 0 | 72 |
| 1 year | 0.040 | 0 | 72 |
| 3 years | -0.029 | 0 | 97 |
| 5 years | 0.050 | 0 | 85 |
| 10 years | 0.008 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.124 | — |
| 2023 | -0.017 | — |
| 2022 | -0.160 | — |
| 2021 | 0.043 | — |
| 2020 | 0.078 | — |
| 2019 | 0.177 | — |
| 2018 | -0.120 | — |
| 2017 | 0.181 | — |
| 2016 | 0.090 | — |
| 2015 | -0.088 | — |
| 2014 | 0.080 | — |
| 2013 | -0.081 | — |
| 2012 | 0.134 | — |
| 2011 | -0.216 | — |
| 2010 | 0.242 | — |
| 2009 | 0.713 | — |
| 2008 | -0.533 | — |
| 2007 | 0.257 | — |
| 2006 | 0.189 | — |
| 2005 | 0.441 | — |
| 2004 | 0.119 | — |
| 2003 | 0.204 | — |
| 2002 | -0.228 | — |
| 2001 | 0.010 | — |
| 2000 | -0.307 | — |
| 1999 | 0.785 | — |
| 1998 | -0.317 | — |
| 1997 | 0.049 | — |
| 1996 | 0.300 | — |
| 1995 | -0.118 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.048 | 0.054 | 0.015 | 0.002 |
| 2023 | 0.011 | -0.015 | -0.018 | 0.005 |
| 2022 | -0.015 | -0.068 | -0.053 | -0.033 |
| 2021 | 0.059 | 0.050 | -0.048 | -0.015 |
| 2020 | -0.207 | 0.134 | 0.038 | 0.155 |
| 2019 | 0.110 | -0.019 | -0.013 | 0.096 |
| 2018 | -0.007 | -0.036 | 0.002 | -0.082 |
| 2017 | 0.089 | -0.017 | 0.048 | 0.052 |
| 2016 | -0.016 | 0.025 | 0.065 | 0.015 |
| 2015 | 0.137 | -0.029 | -0.191 | 0.020 |
| 2014 | -0.016 | 0.073 | 0.035 | -0.011 |
| 2013 | 0.011 | -0.099 | 0.011 | -0.002 |
| 2012 | 0.101 | -0.049 | 0.056 | 0.026 |
| 2011 | -0.050 | -0.049 | -0.163 | 0.036 |
| 2010 | 0.073 | 0.002 | 0.046 | 0.105 |
| 2009 | 0.055 | 0.268 | 0.168 | 0.096 |
| 2008 | -0.186 | 0.000 | -0.182 | -0.299 |
| 2007 | 0.007 | 0.141 | 0.080 | 0.013 |
| 2006 | 0.102 | -0.105 | 0.062 | 0.135 |
| 2005 | 0.038 | 0.094 | 0.171 | 0.084 |
| 2004 | 0.121 | -0.083 | 0.036 | 0.050 |
| 2003 | -0.111 | 0.152 | 0.101 | 0.068 |
| 2002 | 0.151 | -0.191 | -0.165 | -0.007 |
| 2001 | 0.007 | 0.077 | -0.269 | 0.273 |
| 2000 | 0.063 | -0.114 | -0.080 | -0.201 |
| 1999 | 0.126 | 0.284 | -0.116 | 0.397 |
| 1998 | 0.097 | -0.245 | -0.280 | 0.146 |
| 1997 | 0.173 | 0.148 | -0.034 | -0.193 |
| 1996 | 0.124 | 0.108 | -0.001 | 0.045 |
| 1995 | -0.197 | 0.058 | 0.020 | 0.017 |
| 1994 | -0.135 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | -0.034 |
| 5 years | 0.047 |
| 10 years | 0.007 |