Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 69 |
| 1 month | -0.019 | 0 | 30 |
| 3 months | -0.073 | 0 | 58 |
| 1 year | 0.033 | 0 | 46 |
| 3 years | 0.051 | 0 | 71 |
| 5 years | 0.108 | 0 | 54 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.208 | — |
| 2023 | 0.031 | — |
| 2022 | -0.032 | — |
| 2021 | 0.227 | — |
| 2020 | 0.011 | — |
| 2019 | 0.156 | — |
| 2018 | -0.081 | — |
| 2017 | 0.177 | — |
| 2016 | 0.229 | — |
| 2015 | 0.070 | — |
| 2014 | 0.172 | — |
| 2013 | 0.238 | — |
| 2012 | 0.168 | — |
| 2011 | -0.072 | — |
| 2010 | 0.219 | — |
| 2009 | 0.084 | — |
| 2008 | -0.362 | — |
| 2007 | 0.228 | — |
| 2006 | 0.122 | — |
| 2005 | 0.420 | — |
| 2004 | 0.166 | — |
| 2003 | 0.100 | — |
| 2002 | -0.411 | — |
| 2001 | -0.295 | — |
| 2000 | 0.003 | — |
| 1999 | 0.239 | — |
| 1998 | 0.072 | — |
| 1997 | 0.150 | — |
| 1996 | 0.140 | — |
| 1995 | 0.006 | — |
| 1994 | -0.036 | — |
| 1993 | 0.457 | — |
| 1992 | 0.183 | — |
| 1991 | 0.194 | — |
| 1990 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.127 | 0.039 | -0.035 | 0.068 |
| 2023 | -0.015 | 0.018 | 0.028 | 0.000 |
| 2022 | 0.011 | -0.073 | 0.008 | 0.025 |
| 2021 | 0.128 | 0.028 | 0.032 | 0.025 |
| 2020 | -0.203 | 0.155 | -0.011 | 0.111 |
| 2019 | 0.057 | 0.048 | 0.013 | 0.030 |
| 2018 | -0.063 | 0.052 | 0.051 | -0.113 |
| 2017 | 0.059 | 0.013 | 0.026 | 0.070 |
| 2016 | 0.014 | 0.034 | 0.091 | 0.075 |
| 2015 | 0.103 | -0.022 | -0.064 | 0.060 |
| 2014 | 0.001 | 0.052 | 0.035 | 0.075 |
| 2013 | 0.155 | 0.000 | 0.030 | 0.041 |
| 2012 | 0.091 | -0.061 | 0.072 | 0.064 |
| 2011 | 0.032 | 0.001 | -0.169 | 0.082 |
| 2010 | 0.099 | -0.120 | 0.097 | 0.148 |
| 2009 | -0.133 | 0.037 | 0.155 | 0.044 |
| 2008 | -0.114 | 0.014 | -0.179 | -0.135 |
| 2007 | 0.033 | 0.121 | 0.044 | 0.016 |
| 2006 | 0.131 | -0.093 | -0.029 | 0.126 |
| 2005 | 0.068 | 0.098 | 0.136 | 0.066 |
| 2004 | 0.032 | -0.012 | 0.028 | 0.112 |
| 2003 | -0.024 | 0.076 | 0.031 | 0.017 |
| 2002 | -0.060 | -0.225 | -0.213 | 0.028 |
| 2001 | -0.207 | 0.029 | -0.254 | 0.158 |
| 2000 | 0.161 | -0.028 | 0.090 | -0.185 |
| 1999 | 0.011 | 0.070 | -0.043 | 0.197 |
| 1998 | 0.111 | -0.018 | -0.147 | 0.152 |
| 1997 | 0.090 | 0.063 | 0.075 | -0.077 |
| 1996 | 0.167 | 0.019 | 0.000 | -0.041 |
| 1995 | -0.048 | 0.073 | 0.034 | -0.047 |
| 1994 | 0.065 | -0.126 | 0.041 | -0.006 |
| 1993 | 0.081 | 0.054 | 0.161 | 0.100 |
| 1992 | 0.137 | -0.119 | 0.059 | 0.115 |
| 1991 | 0.141 | 0.048 | 0.022 | -0.023 |
| 1990 | -0.228 | -0.063 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.051 |
| 5 years | 0.108 |
| 10 years | 0.080 |