Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.086 | 0.044 | 15 |
| 1 month | 0.026 | -0.040 | 4 |
| 3 months | 0.107 | 0.041 | 14 |
| 1 year | 0.079 | 0.144 | 55 |
| 3 years | 0.092 | 0.060 | 75 |
| 5 years | 0.118 | 0.092 | 77 |
| 10 years | 0.070 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.088 | 0.116 |
| 2022 | -0.082 | -0.059 |
| 2021 | 0.206 | 0.262 |
| 2020 | 0.061 | 0.029 |
| 2019 | 0.210 | 0.250 |
| 2018 | -0.120 | -0.085 |
| 2017 | 0.158 | 0.159 |
| 2016 | 0.092 | 0.148 |
| 2015 | -0.057 | -0.040 |
| 2014 | 0.076 | 0.102 |
| 2013 | 0.313 | 0.312 |
| 2012 | 0.109 | 0.146 |
| 2011 | 0.072 | -0.007 |
| 2010 | 0.114 | 0.137 |
| 2009 | 0.154 | 0.241 |
| 2008 | -0.299 | -0.371 |
| 2007 | 0.019 | 0.014 |
| 2006 | 0.227 | 0.182 |
| 2005 | 0.030 | 0.060 |
| 2004 | 0.130 | 0.130 |
| 2003 | 0.239 | 0.284 |
| 2002 | -0.194 | -0.187 |
| 2001 | -0.114 | -0.050 |
| 2000 | -0.112 | 0.079 |
| 1999 | 0.172 | 0.067 |
| 1998 | 0.155 | 0.120 |
| 1997 | 0.249 | 0.266 |
| 1996 | 0.218 | 0.201 |
| 1995 | 0.334 | 0.324 |
| 1994 | -0.040 | -0.007 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.044 | — | — |
| 2024 | 0.104 | -0.019 | 0.075 | -0.033 |
| 2023 | -0.009 | 0.043 | -0.042 | 0.099 |
| 2022 | 0.002 | -0.116 | -0.063 | 0.106 |
| 2021 | 0.101 | 0.049 | -0.011 | 0.056 |
| 2020 | -0.252 | 0.149 | 0.067 | 0.157 |
| 2019 | 0.102 | 0.022 | 0.007 | 0.067 |
| 2018 | -0.010 | 0.007 | 0.036 | -0.148 |
| 2017 | 0.034 | 0.006 | 0.042 | 0.068 |
| 2016 | -0.024 | 0.014 | 0.027 | 0.074 |
| 2015 | 0.003 | -0.007 | -0.083 | 0.033 |
| 2014 | 0.017 | 0.047 | -0.020 | 0.032 |
| 2013 | 0.102 | 0.024 | 0.046 | 0.112 |
| 2012 | 0.093 | -0.027 | 0.046 | -0.003 |
| 2011 | 0.064 | 0.000 | -0.102 | 0.121 |
| 2010 | 0.042 | -0.109 | 0.096 | 0.094 |
| 2009 | -0.108 | 0.091 | 0.130 | 0.048 |
| 2008 | -0.069 | -0.055 | -0.049 | -0.163 |
| 2007 | 0.000 | 0.057 | -0.006 | -0.031 |
| 2006 | 0.046 | 0.019 | 0.077 | 0.069 |
| 2005 | -0.017 | 0.005 | 0.016 | 0.026 |
| 2004 | 0.026 | 0.003 | 0.002 | 0.096 |
| 2003 | -0.068 | 0.169 | 0.002 | 0.135 |
| 2002 | 0.009 | -0.131 | -0.147 | 0.079 |
| 2001 | -0.102 | 0.028 | -0.115 | 0.084 |
| 2000 | 0.074 | -0.051 | 0.009 | -0.137 |
| 1999 | 0.025 | 0.071 | -0.063 | 0.139 |
| 1998 | 0.077 | 0.016 | -0.092 | 0.163 |
| 1997 | 0.023 | 0.153 | 0.060 | -0.001 |
| 1996 | 0.052 | 0.032 | 0.044 | 0.076 |
| 1995 | 0.079 | 0.079 | 0.076 | 0.065 |
| 1994 | -0.024 | -0.015 | 0.036 | -0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.088 |
| 5 years | 0.115 |
| 10 years | 0.069 |