Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | 74 |
| 1 month | -0.044 | 0 | 84 |
| 3 months | -0.082 | 0 | 80 |
| 1 year | -0.017 | 0 | 81 |
| 3 years | 0.007 | 0 | 62 |
| 5 years | 0.029 | 0 | 76 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.095 | — |
| 2022 | -0.181 | — |
| 2021 | 0.046 | — |
| 2020 | 0.049 | — |
| 2019 | 0.151 | — |
| 2018 | -0.128 | — |
| 2017 | 0.166 | — |
| 2016 | 0.067 | — |
| 2015 | 0.102 | — |
| 2014 | 0.131 | — |
| 2013 | 0.054 | — |
| 2012 | 0.103 | — |
| 2011 | -0.130 | — |
| 2010 | 0.257 | — |
| 2009 | 0.160 | — |
| 2008 | -0.355 | — |
| 2007 | -0.014 | — |
| 2006 | 0.015 | — |
| 2005 | 0.396 | — |
| 2004 | 0.116 | — |
| 2003 | 0.117 | — |
| 2002 | -0.266 | — |
| 2001 | -0.232 | — |
| 2000 | -0.277 | — |
| 1999 | 0.967 | — |
| 1998 | -0.098 | — |
| 1997 | -0.089 | — |
| 1996 | -0.066 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.083 | 0.007 | 0.009 | 0.029 |
| 2023 | 0.047 | 0.033 | 0.015 | -0.003 |
| 2022 | -0.062 | -0.062 | -0.097 | 0.030 |
| 2021 | 0.099 | -0.011 | -0.041 | 0.002 |
| 2020 | -0.158 | 0.104 | 0.028 | 0.097 |
| 2019 | 0.093 | -0.035 | 0.020 | 0.071 |
| 2018 | -0.015 | 0.008 | 0.008 | -0.128 |
| 2017 | 0.073 | -0.002 | 0.034 | 0.053 |
| 2016 | -0.072 | 0.031 | 0.083 | 0.030 |
| 2015 | 0.193 | -0.002 | -0.155 | 0.095 |
| 2014 | -0.037 | 0.072 | 0.054 | 0.039 |
| 2013 | 0.089 | -0.032 | 0.004 | -0.005 |
| 2012 | 0.084 | -0.033 | 0.014 | 0.038 |
| 2011 | -0.078 | -0.017 | -0.088 | 0.053 |
| 2010 | 0.120 | 0.002 | 0.002 | 0.118 |
| 2009 | -0.093 | 0.160 | 0.073 | 0.028 |
| 2008 | -0.156 | 0.010 | -0.126 | -0.135 |
| 2007 | 0.038 | 0.032 | -0.006 | -0.073 |
| 2006 | 0.048 | -0.080 | 0.018 | 0.035 |
| 2005 | 0.053 | 0.058 | 0.162 | 0.078 |
| 2004 | 0.179 | -0.024 | -0.059 | 0.031 |
| 2003 | -0.097 | 0.055 | 0.176 | -0.004 |
| 2002 | 0.052 | -0.119 | -0.128 | -0.091 |
| 2001 | -0.037 | 0.010 | -0.258 | 0.064 |
| 2000 | 0.056 | -0.094 | -0.067 | -0.190 |
| 1999 | 0.209 | 0.171 | 0.081 | 0.285 |
| 1998 | 0.046 | -0.158 | -0.120 | 0.164 |
| 1997 | 0.023 | 0.188 | -0.093 | -0.173 |
| 1996 | 0.016 | 0.041 | -0.051 | -0.070 |
| 1995 | 0.185 | 0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | -0.008 |
| 5 years | 0.020 |
| 10 years | 0.011 |