Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 45 |
| 1 month | -0.011 | 0 | 18 |
| 3 months | -0.066 | 0 | 37 |
| 1 year | 0.034 | 0 | 29 |
| 3 years | 0.028 | 0 | 57 |
| 5 years | 0.066 | 0 | 47 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.091 | — |
| 2022 | -0.158 | — |
| 2021 | 0.165 | — |
| 2020 | 0.056 | — |
| 2019 | 0.208 | — |
| 2018 | -0.101 | — |
| 2017 | 0.075 | — |
| 2016 | 0.034 | — |
| 2015 | 0.041 | — |
| 2014 | 0.076 | — |
| 2013 | 0.089 | — |
| 2012 | 0.120 | — |
| 2011 | -0.056 | — |
| 2010 | 0.110 | — |
| 2009 | 0.259 | — |
| 2008 | -0.337 | — |
| 2007 | -0.025 | — |
| 2006 | 0.097 | — |
| 2005 | 0.200 | — |
| 2004 | 0.087 | — |
| 2003 | 0.084 | — |
| 2002 | -0.228 | — |
| 2001 | -0.120 | — |
| 2000 | -0.073 | — |
| 1999 | 0.319 | — |
| 1998 | 0.056 | — |
| 1997 | 0.270 | — |
| 1996 | 0.315 | — |
| 1995 | 0.028 | — |
| 1994 | -0.090 | — |
| 1993 | 0.265 | — |
| 1992 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.055 | 0.023 | 0.024 | 0.025 |
| 2023 | 0.034 | 0.025 | -0.029 | 0.060 |
| 2022 | -0.053 | -0.097 | -0.025 | 0.010 |
| 2021 | 0.065 | 0.042 | -0.003 | 0.054 |
| 2020 | -0.186 | 0.166 | 0.021 | 0.090 |
| 2019 | 0.116 | 0.015 | 0.003 | 0.063 |
| 2018 | -0.037 | 0.026 | 0.012 | -0.102 |
| 2017 | 0.044 | -0.001 | 0.021 | 0.011 |
| 2016 | -0.037 | 0.013 | 0.024 | 0.035 |
| 2015 | 0.128 | -0.022 | -0.084 | 0.030 |
| 2014 | 0.018 | 0.034 | 0.002 | 0.019 |
| 2013 | 0.037 | -0.016 | 0.037 | 0.029 |
| 2012 | 0.073 | -0.020 | 0.039 | 0.026 |
| 2011 | -0.012 | -0.007 | -0.113 | 0.084 |
| 2010 | 0.053 | -0.056 | 0.056 | 0.057 |
| 2009 | -0.068 | 0.135 | 0.139 | 0.044 |
| 2008 | -0.124 | -0.028 | -0.058 | -0.173 |
| 2007 | 0.006 | 0.032 | -0.022 | -0.039 |
| 2006 | 0.038 | -0.040 | 0.056 | 0.043 |
| 2005 | 0.034 | 0.054 | 0.059 | 0.040 |
| 2004 | 0.037 | 0.012 | -0.004 | 0.040 |
| 2003 | -0.078 | 0.097 | 0.015 | 0.057 |
| 2002 | 0.006 | -0.138 | -0.132 | 0.024 |
| 2001 | -0.071 | 0.042 | -0.154 | 0.074 |
| 2000 | 0.086 | -0.053 | 0.006 | -0.104 |
| 1999 | 0.069 | 0.053 | -0.020 | 0.196 |
| 1998 | 0.124 | 0.009 | -0.157 | 0.105 |
| 1997 | 0.080 | 0.141 | 0.039 | -0.009 |
| 1996 | 0.077 | 0.087 | 0.021 | 0.100 |
| 1995 | -0.112 | 0.056 | 0.078 | 0.017 |
| 1994 | -0.026 | -0.046 | -0.004 | -0.016 |
| 1993 | 0.075 | 0.084 | 0.018 | 0.067 |
| 1992 | -0.025 | -0.116 | 0.058 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.019 |
| 5 years | 0.061 |
| 10 years | 0.028 |