Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | 50 |
| 1 month | -0.032 | 0 | 69 |
| 3 months | -0.100 | 0 | 50 |
| 1 year | 0.154 | 0 | 50 |
| 3 years | 0.088 | 0 | 50 |
| 5 years | 0.088 | 0 | 71 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.309 | — |
| 2023 | 0.272 | — |
| 2022 | -0.284 | — |
| 2021 | 0.194 | — |
| 2020 | 0.102 | — |
| 2019 | 0.272 | — |
| 2018 | -0.069 | — |
| 2017 | 0.001 | — |
| 2016 | 0.064 | — |
| 2015 | 0.134 | — |
| 2014 | 0.133 | — |
| 2013 | 0.273 | — |
| 2012 | 0.125 | — |
| 2011 | -0.013 | — |
| 2010 | 0.189 | — |
| 2009 | 0.230 | — |
| 2008 | -0.337 | — |
| 2007 | 0.088 | — |
| 2006 | 0.121 | — |
| 2005 | 0.035 | — |
| 2004 | 0.030 | — |
| 2003 | 0.087 | — |
| 2002 | -0.375 | — |
| 2001 | -0.262 | — |
| 2000 | -0.358 | — |
| 1999 | 1.130 | — |
| 1998 | 0.565 | — |
| 1997 | 0.470 | — |
| 1996 | 0.203 | — |
| 1995 | 0.025 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.099 | 0.046 | 0.008 | 0.130 |
| 2023 | 0.118 | 0.062 | 0.000 | 0.071 |
| 2022 | -0.078 | -0.128 | -0.063 | -0.049 |
| 2021 | 0.072 | 0.061 | 0.011 | 0.038 |
| 2020 | -0.128 | 0.134 | 0.044 | 0.068 |
| 2019 | 0.141 | 0.025 | 0.038 | 0.049 |
| 2018 | -0.076 | 0.054 | 0.049 | -0.089 |
| 2017 | 0.032 | -0.044 | -0.008 | 0.023 |
| 2016 | -0.027 | 0.007 | 0.016 | 0.068 |
| 2015 | 0.134 | -0.007 | -0.085 | 0.100 |
| 2014 | -0.016 | 0.052 | 0.051 | 0.042 |
| 2013 | 0.110 | 0.012 | 0.047 | 0.082 |
| 2012 | 0.055 | 0.064 | 0.067 | -0.061 |
| 2011 | 0.000 | -0.027 | -0.064 | 0.082 |
| 2010 | 0.045 | 0.025 | 0.041 | 0.067 |
| 2009 | -0.018 | 0.070 | 0.098 | 0.067 |
| 2008 | -0.209 | -0.019 | -0.066 | -0.085 |
| 2007 | 0.007 | 0.084 | 0.007 | -0.011 |
| 2006 | 0.033 | -0.053 | 0.066 | 0.076 |
| 2005 | -0.019 | 0.061 | 0.011 | -0.016 |
| 2004 | 0.019 | -0.021 | -0.034 | 0.069 |
| 2003 | -0.063 | 0.112 | -0.022 | 0.067 |
| 2002 | -0.105 | -0.257 | -0.131 | 0.083 |
| 2001 | -0.122 | 0.029 | -0.288 | 0.149 |
| 2000 | 0.089 | -0.129 | -0.050 | -0.287 |
| 1999 | 0.245 | 0.109 | -0.009 | 0.555 |
| 1998 | 0.218 | 0.116 | -0.099 | 0.278 |
| 1997 | 0.084 | 0.160 | 0.132 | 0.033 |
| 1996 | 0.081 | 0.091 | 0.025 | -0.005 |
| 1995 | -0.051 | 0.027 | 0.071 | -0.018 |
| 1994 | -0.024 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.154 |
| 3 years | 0.088 |
| 5 years | 0.088 |
| 10 years | 0.063 |