Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 1 |
| 1 month | 0.021 | 0 | 1 |
| 3 months | 0.034 | 0 | 1 |
| 1 year | 0.106 | 0 | 1 |
| 3 years | 0.041 | 0 | 32 |
| 5 years | 0.080 | 0 | 11 |
| 10 years | 0.047 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.076 | — |
| 2022 | -0.070 | — |
| 2021 | 0.169 | — |
| 2020 | -0.053 | — |
| 2019 | 0.138 | — |
| 2018 | -0.049 | — |
| 2017 | 0.088 | — |
| 2016 | 0.163 | — |
| 2015 | -0.006 | — |
| 2014 | 0.066 | — |
| 2013 | 0.111 | — |
| 2012 | 0.157 | — |
| 2011 | -0.001 | — |
| 2010 | 0.159 | — |
| 2009 | 0.244 | — |
| 2008 | -0.115 | — |
| 2007 | 0.089 | — |
| 2006 | 0.133 | — |
| 2005 | 0.180 | — |
| 2004 | 0.114 | — |
| 2003 | 0.207 | — |
| 2002 | -0.047 | — |
| 2001 | 0.063 | — |
| 2000 | 0.113 | — |
| 1999 | 0.089 | — |
| 1998 | 0.121 | — |
| 1997 | 0.187 | — |
| 1996 | 0.116 | — |
| 1995 | 0.130 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | — | — | — |
| 2024 | 0.015 | 0.003 | 0.053 | -0.032 |
| 2023 | 0.022 | -0.015 | 0.010 | 0.059 |
| 2022 | -0.017 | -0.045 | -0.092 | 0.091 |
| 2021 | 0.063 | 0.050 | 0.004 | 0.044 |
| 2020 | -0.209 | 0.099 | -0.024 | 0.116 |
| 2019 | 0.053 | 0.032 | 0.006 | 0.041 |
| 2018 | -0.030 | 0.052 | -0.001 | -0.067 |
| 2017 | 0.028 | 0.019 | 0.017 | 0.022 |
| 2016 | 0.019 | 0.028 | 0.081 | 0.027 |
| 2015 | 0.049 | -0.024 | -0.054 | 0.028 |
| 2014 | 0.022 | 0.030 | 0.004 | 0.009 |
| 2013 | 0.087 | -0.041 | 0.030 | 0.035 |
| 2012 | 0.054 | -0.005 | 0.070 | 0.032 |
| 2011 | 0.008 | 0.024 | -0.070 | 0.041 |
| 2010 | 0.059 | -0.031 | 0.088 | 0.038 |
| 2009 | -0.043 | 0.097 | 0.130 | 0.048 |
| 2008 | -0.044 | -0.010 | -0.048 | -0.018 |
| 2007 | 0.041 | 0.037 | 0.011 | -0.003 |
| 2006 | 0.061 | -0.030 | 0.038 | 0.061 |
| 2005 | 0.036 | 0.038 | 0.059 | 0.037 |
| 2004 | 0.036 | 0.021 | 0.002 | 0.051 |
| 2003 | -0.026 | 0.129 | 0.054 | 0.042 |
| 2002 | 0.081 | -0.028 | -0.095 | 0.002 |
| 2001 | 0.005 | 0.071 | -0.091 | 0.086 |
| 2000 | -0.010 | 0.074 | 0.000 | 0.047 |
| 1999 | 0.049 | 0.058 | -0.052 | 0.035 |
| 1998 | 0.112 | 0.008 | -0.068 | 0.073 |
| 1997 | 0.031 | 0.041 | 0.096 | 0.008 |
| 1996 | -0.013 | 0.009 | 0.054 | 0.063 |
| 1995 | -0.020 | 0.034 | 0.056 | 0.056 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.041 |
| 5 years | 0.080 |
| 10 years | 0.047 |