Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | 71 |
| 1 month | -0.028 | 0 | 53 |
| 3 months | -0.099 | 0 | 70 |
| 1 year | 0.054 | 0 | 78 |
| 3 years | 0.123 | 0 | 20 |
| 5 years | 0.116 | 0 | 28 |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.183 | — |
| 2023 | 0.228 | — |
| 2022 | -0.159 | — |
| 2021 | 0.191 | — |
| 2020 | 0.239 | — |
| 2019 | 0.215 | — |
| 2018 | -0.075 | — |
| 2017 | 0.145 | — |
| 2016 | -0.054 | — |
| 2015 | 0.157 | — |
| 2014 | 0.086 | — |
| 2013 | 0.424 | — |
| 2012 | 0.136 | — |
| 2011 | -0.105 | — |
| 2010 | 0.035 | — |
| 2009 | 0.155 | — |
| 2008 | -0.272 | — |
| 2007 | -0.114 | — |
| 2006 | 0.153 | — |
| 2005 | 0.089 | — |
| 2004 | 0.082 | — |
| 2003 | 0.159 | — |
| 2002 | -0.245 | — |
| 2001 | -0.141 | — |
| 2000 | -0.116 | — |
| 1999 | 0.258 | — |
| 1998 | 0.195 | — |
| 1997 | 0.139 | — |
| 1996 | 0.132 | — |
| 1995 | 0.140 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.102 | 0.008 | 0.028 | 0.035 |
| 2023 | 0.090 | 0.041 | -0.013 | 0.096 |
| 2022 | -0.133 | -0.119 | 0.003 | 0.098 |
| 2021 | 0.022 | 0.064 | 0.020 | 0.074 |
| 2020 | -0.106 | 0.187 | 0.056 | 0.105 |
| 2019 | 0.093 | 0.039 | 0.012 | 0.058 |
| 2018 | 0.003 | 0.012 | 0.020 | -0.107 |
| 2017 | 0.064 | 0.016 | 0.000 | 0.059 |
| 2016 | -0.097 | -0.009 | 0.037 | 0.020 |
| 2015 | 0.127 | -0.028 | -0.030 | 0.088 |
| 2014 | 0.016 | -0.031 | 0.043 | 0.058 |
| 2013 | 0.109 | 0.078 | 0.058 | 0.126 |
| 2012 | 0.083 | -0.014 | 0.045 | 0.018 |
| 2011 | 0.002 | -0.005 | -0.122 | 0.022 |
| 2010 | -0.021 | -0.070 | 0.089 | 0.044 |
| 2009 | -0.073 | 0.130 | 0.083 | 0.018 |
| 2008 | -0.073 | -0.054 | -0.085 | -0.092 |
| 2007 | -0.005 | -0.014 | -0.048 | -0.052 |
| 2006 | 0.068 | -0.083 | 0.042 | 0.130 |
| 2005 | -0.027 | 0.037 | 0.031 | 0.047 |
| 2004 | 0.060 | 0.004 | -0.072 | 0.096 |
| 2003 | -0.142 | 0.110 | 0.086 | 0.121 |
| 2002 | 0.002 | -0.116 | -0.165 | 0.021 |
| 2001 | -0.064 | -0.015 | -0.162 | 0.113 |
| 2000 | 0.024 | -0.025 | -0.052 | -0.065 |
| 1999 | 0.014 | 0.068 | -0.013 | 0.177 |
| 1998 | 0.112 | 0.006 | -0.114 | 0.207 |
| 1997 | -0.003 | 0.118 | 0.049 | -0.026 |
| 1996 | 0.037 | 0.056 | -0.013 | 0.047 |
| 1995 | 0.011 | 0.019 | 0.031 | 0.072 |
| 1994 | 0.022 | 0.030 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.123 |
| 5 years | 0.116 |
| 10 years | 0.082 |