Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | -0.025 | 0 | — |
| 1 year | 0.058 | 0 | — |
| 3 years | 0.075 | 0 | — |
| 5 years | 0.111 | 0 | — |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.092 | — |
| 2023 | 0.152 | — |
| 2022 | -0.104 | — |
| 2021 | 0.254 | — |
| 2020 | -0.071 | — |
| 2019 | 0.245 | — |
| 2018 | -0.099 | — |
| 2017 | 0.118 | — |
| 2016 | 0.011 | — |
| 2015 | 0.105 | — |
| 2014 | 0.136 | — |
| 2013 | 0.211 | — |
| 2012 | 0.174 | — |
| 2011 | -0.050 | — |
| 2010 | 0.122 | — |
| 2009 | 0.289 | — |
| 2008 | -0.416 | — |
| 2007 | 0.019 | — |
| 2006 | 0.205 | — |
| 2005 | 0.255 | — |
| 2004 | 0.118 | — |
| 2003 | 0.162 | — |
| 2002 | -0.324 | — |
| 2001 | -0.149 | — |
| 2000 | -0.018 | — |
| 1999 | 0.326 | — |
| 1998 | 0.236 | — |
| 1997 | 0.438 | — |
| 1996 | 0.276 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.077 | 0.017 | 0.026 | -0.028 |
| 2023 | 0.086 | 0.023 | -0.026 | 0.064 |
| 2022 | -0.060 | -0.092 | -0.041 | 0.095 |
| 2021 | 0.083 | 0.066 | 0.006 | 0.079 |
| 2020 | -0.250 | 0.129 | 0.001 | 0.098 |
| 2019 | 0.137 | 0.023 | 0.019 | 0.050 |
| 2018 | -0.043 | 0.046 | 0.012 | -0.111 |
| 2017 | 0.063 | 0.009 | 0.028 | 0.014 |
| 2016 | -0.083 | -0.005 | 0.040 | 0.066 |
| 2015 | 0.179 | -0.024 | -0.085 | 0.050 |
| 2014 | 0.034 | 0.046 | 0.023 | 0.027 |
| 2013 | 0.062 | -0.011 | 0.071 | 0.077 |
| 2012 | 0.066 | -0.021 | 0.077 | 0.044 |
| 2011 | 0.005 | 0.015 | -0.159 | 0.107 |
| 2010 | 0.047 | -0.062 | 0.073 | 0.066 |
| 2009 | -0.120 | 0.184 | 0.173 | 0.055 |
| 2008 | -0.153 | -0.014 | -0.130 | -0.196 |
| 2007 | 0.023 | 0.068 | -0.033 | -0.037 |
| 2006 | 0.085 | -0.025 | 0.067 | 0.066 |
| 2005 | 0.052 | 0.061 | 0.082 | 0.040 |
| 2004 | 0.025 | 0.032 | -0.003 | 0.060 |
| 2003 | -0.135 | 0.171 | 0.020 | 0.125 |
| 2002 | 0.007 | -0.162 | -0.260 | 0.082 |
| 2001 | -0.103 | 0.021 | -0.201 | 0.162 |
| 2000 | 0.030 | -0.023 | 0.028 | -0.052 |
| 1999 | 0.052 | 0.027 | -0.014 | 0.245 |
| 1998 | 0.256 | 0.065 | -0.242 | 0.218 |
| 1997 | 0.139 | 0.153 | 0.080 | 0.014 |
| 1996 | 0.068 | 0.062 | 0.026 | 0.097 |
| 1995 | 0.056 | 0.038 | 0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.072 |
| 5 years | 0.109 |
| 10 years | 0.048 |