Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.227 | 0.053 | 6 |
| 1 month | 0.016 | -0.042 | 15 |
| 3 months | 0.085 | 0.039 | 6 |
| 1 year | 0.194 | 0.203 | 7 |
| 3 years | 0.215 | 0.065 | 12 |
| 5 years | 0.169 | 0.118 | 5 |
| 10 years | 0.129 | 0.110 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.256 | — |
| 2023 | 0.245 | 0.223 |
| 2022 | -0.190 | -0.170 |
| 2021 | 0.353 | 0.261 |
| 2020 | 0.112 | 0.158 |
| 2019 | 0.283 | 0.288 |
| 2018 | -0.144 | -0.063 |
| 2017 | 0.284 | 0.204 |
| 2016 | 0.054 | 0.104 |
| 2015 | 0.029 | -0.011 |
| 2014 | 0.147 | 0.110 |
| 2013 | 0.319 | 0.315 |
| 2012 | 0.125 | 0.150 |
| 2011 | -0.051 | -0.013 |
| 2010 | 0.193 | 0.140 |
| 2009 | 0.786 | 0.282 |
| 2008 | -0.457 | -0.378 |
| 2007 | 0.162 | 0.062 |
| 2006 | 0.004 | 0.142 |
| 2005 | 0.081 | 0.059 |
| 2004 | 0.141 | 0.100 |
| 2003 | 0.681 | 0.270 |
| 2002 | -0.446 | -0.223 |
| 2001 | -0.482 | -0.135 |
| 2000 | -0.542 | -0.063 |
| 1999 | 1.757 | 0.202 |
| 1998 | 0.979 | 0.224 |
| 1997 | 0.304 | 0.284 |
| 1996 | — | 0.208 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | 0.136 | 0.096 | — |
| 2024 | 0.119 | 0.036 | 0.054 | 0.027 |
| 2023 | 0.066 | 0.101 | -0.029 | 0.093 |
| 2022 | -0.071 | -0.159 | -0.024 | 0.063 |
| 2021 | 0.076 | 0.075 | 0.029 | 0.136 |
| 2020 | -0.257 | 0.236 | 0.092 | 0.108 |
| 2019 | 0.115 | 0.041 | 0.007 | 0.098 |
| 2018 | -0.026 | -0.008 | 0.053 | -0.158 |
| 2017 | 0.060 | 0.032 | 0.070 | 0.097 |
| 2016 | -0.022 | 0.004 | 0.029 | 0.043 |
| 2015 | 0.045 | 0.008 | -0.064 | 0.044 |
| 2014 | 0.018 | 0.060 | 0.015 | 0.047 |
| 2013 | 0.072 | 0.017 | 0.077 | 0.123 |
| 2012 | 0.173 | -0.057 | 0.061 | -0.041 |
| 2011 | 0.067 | -0.011 | -0.174 | 0.088 |
| 2010 | 0.047 | -0.108 | 0.160 | 0.101 |
| 2009 | 0.078 | 0.235 | 0.272 | 0.055 |
| 2008 | -0.167 | 0.021 | -0.153 | -0.247 |
| 2007 | 0.028 | 0.098 | 0.036 | -0.006 |
| 2006 | 0.040 | -0.102 | -0.033 | 0.112 |
| 2005 | -0.138 | 0.073 | 0.075 | 0.087 |
| 2004 | 0.057 | 0.046 | -0.131 | 0.187 |
| 2003 | 0.068 | 0.369 | 0.058 | 0.087 |
| 2002 | -0.134 | -0.315 | -0.226 | 0.207 |
| 2001 | -0.407 | 0.198 | -0.476 | 0.392 |
| 2000 | 0.135 | -0.192 | -0.068 | -0.464 |
| 1999 | 0.541 | 0.031 | -0.035 | 0.797 |
| 1998 | 0.265 | 0.148 | -0.141 | 0.585 |
| 1997 | -0.191 | 0.251 | 0.318 | -0.022 |
| 1996 | 0.039 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.191 |
| 5 years | 0.155 |
| 10 years | 0.123 |
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