Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.144 | 0 | 57 |
| 1 month | 0.062 | 0 | 38 |
| 3 months | 0.112 | 0 | 29 |
| 1 year | 0.277 | 0 | 51 |
| 3 years | 0.133 | 0 | 78 |
| 5 years | 0.128 | 0 | 52 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.235 | — |
| 2023 | 0.018 | — |
| 2022 | 0.036 | — |
| 2021 | 0.115 | — |
| 2020 | -0.105 | — |
| 2019 | 0.132 | — |
| 2018 | -0.074 | — |
| 2017 | 0.238 | — |
| 2016 | 0.018 | — |
| 2015 | -0.080 | — |
| 2014 | 0.092 | — |
| 2013 | 0.052 | — |
| 2012 | 0.229 | — |
| 2011 | -0.163 | — |
| 2010 | 0.099 | — |
| 2009 | 0.666 | — |
| 2008 | -0.448 | — |
| 2007 | 0.199 | — |
| 2006 | 0.351 | — |
| 2005 | 0.140 | — |
| 2004 | 0.083 | — |
| 2003 | 0.393 | — |
| 2002 | -0.181 | — |
| 2001 | 0.034 | — |
| 2000 | -0.185 | — |
| 1999 | 1.271 | — |
| 1998 | 0.117 | — |
| 1997 | -0.276 | — |
| 1996 | -0.037 | — |
| 1995 | 0.045 | — |
| 1994 | 0.004 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | 0.023 | — | — |
| 2024 | 0.003 | 0.064 | 0.093 | 0.059 |
| 2023 | -0.003 | -0.009 | 0.020 | 0.010 |
| 2022 | 0.078 | -0.079 | 0.015 | 0.029 |
| 2021 | 0.097 | 0.006 | 0.010 | 0.000 |
| 2020 | -0.239 | 0.081 | -0.034 | 0.126 |
| 2019 | 0.046 | 0.060 | -0.027 | 0.048 |
| 2018 | 0.026 | -0.046 | 0.012 | -0.065 |
| 2017 | 0.100 | 0.033 | 0.013 | 0.076 |
| 2016 | -0.019 | 0.017 | 0.027 | -0.006 |
| 2015 | 0.031 | -0.003 | -0.129 | 0.026 |
| 2014 | -0.006 | 0.058 | 0.011 | 0.027 |
| 2013 | 0.048 | -0.028 | 0.023 | 0.009 |
| 2012 | 0.145 | -0.017 | 0.065 | 0.026 |
| 2011 | -0.019 | -0.001 | -0.135 | -0.012 |
| 2010 | -0.023 | -0.011 | 0.087 | 0.047 |
| 2009 | -0.057 | 0.403 | 0.154 | 0.091 |
| 2008 | -0.120 | -0.018 | -0.172 | -0.229 |
| 2007 | 0.106 | 0.155 | 0.007 | -0.067 |
| 2006 | 0.090 | -0.042 | 0.081 | 0.196 |
| 2005 | 0.019 | 0.041 | 0.056 | 0.018 |
| 2004 | 0.030 | -0.010 | 0.048 | 0.013 |
| 2003 | -0.027 | 0.153 | 0.145 | 0.084 |
| 2002 | 0.160 | -0.128 | -0.200 | 0.013 |
| 2001 | -0.105 | 0.071 | -0.144 | 0.260 |
| 2000 | -0.110 | -0.019 | -0.038 | -0.030 |
| 1999 | 0.163 | 0.600 | -0.040 | 0.271 |
| 1998 | 0.016 | -0.220 | -0.051 | 0.486 |
| 1997 | -0.018 | -0.080 | -0.119 | -0.090 |
| 1996 | 0.037 | -0.059 | -0.042 | 0.029 |
| 1995 | -0.052 | 0.022 | 0.007 | 0.071 |
| 1994 | -0.133 | 0.056 | 0.105 | -0.007 |
| 1993 | 0.073 | 0.097 | 0.310 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.213 |
| 3 years | 0.114 |
| 5 years | 0.116 |
| 10 years | 0.055 |