Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | 79 |
| 1 month | -0.080 | 0 | 85 |
| 3 months | -0.044 | 0 | 79 |
| 1 year | -0.114 | 0 | 86 |
| 3 years | 0.003 | 0 | 46 |
| 5 years | 0.078 | 0 | 25 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.011 | — |
| 2023 | 0.006 | — |
| 2022 | 0.037 | — |
| 2021 | 0.154 | — |
| 2020 | 0.155 | — |
| 2019 | 0.182 | — |
| 2018 | 0.011 | — |
| 2017 | 0.043 | — |
| 2016 | 0.071 | — |
| 2015 | 0.114 | — |
| 2014 | 0.294 | — |
| 2013 | 0.345 | — |
| 2012 | 0.113 | — |
| 2011 | 0.053 | — |
| 2010 | 0.162 | — |
| 2009 | 0.152 | — |
| 2008 | -0.077 | — |
| 2007 | 0.080 | — |
| 2006 | -0.118 | — |
| 2005 | 0.152 | — |
| 2004 | 0.034 | — |
| 2003 | 0.329 | — |
| 2002 | -0.435 | — |
| 2001 | -0.147 | — |
| 2000 | 1.166 | — |
| 1999 | 0.447 | — |
| 1998 | -0.073 | — |
| 1997 | 0.098 | — |
| 1996 | 0.073 | — |
| 1995 | 0.922 | — |
| 1994 | -0.119 | — |
| 1993 | 0.070 | — |
| 1992 | 0.205 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | — | — | — |
| 2024 | 0.091 | 0.010 | -0.036 | -0.048 |
| 2023 | -0.038 | 0.023 | 0.007 | 0.015 |
| 2022 | -0.002 | -0.035 | 0.050 | 0.026 |
| 2021 | 0.007 | 0.071 | 0.019 | 0.050 |
| 2020 | -0.076 | 0.182 | 0.028 | 0.027 |
| 2019 | 0.081 | 0.035 | 0.009 | 0.047 |
| 2018 | -0.065 | 0.130 | 0.111 | -0.139 |
| 2017 | 0.080 | 0.002 | -0.041 | 0.005 |
| 2016 | -0.071 | 0.101 | 0.064 | -0.016 |
| 2015 | 0.154 | -0.041 | -0.089 | 0.106 |
| 2014 | 0.035 | 0.036 | 0.086 | 0.110 |
| 2013 | 0.209 | 0.009 | 0.033 | 0.068 |
| 2012 | 0.070 | 0.036 | 0.037 | -0.032 |
| 2011 | 0.034 | 0.052 | -0.089 | 0.063 |
| 2010 | 0.151 | -0.093 | 0.019 | 0.093 |
| 2009 | -0.043 | 0.016 | 0.131 | 0.047 |
| 2008 | -0.137 | 0.036 | 0.047 | -0.014 |
| 2007 | 0.027 | 0.020 | 0.029 | 0.001 |
| 2006 | 0.045 | -0.154 | 0.001 | -0.003 |
| 2005 | -0.063 | 0.118 | 0.089 | 0.010 |
| 2004 | 0.050 | 0.014 | -0.067 | 0.040 |
| 2003 | 0.003 | 0.198 | 0.071 | 0.033 |
| 2002 | -0.102 | -0.256 | -0.162 | 0.009 |
| 2001 | -0.286 | 0.285 | -0.262 | 0.261 |
| 2000 | 0.498 | 0.305 | 0.289 | -0.141 |
| 1999 | -0.082 | 0.057 | 0.032 | 0.443 |
| 1998 | 0.092 | -0.072 | -0.199 | 0.141 |
| 1997 | 0.041 | 0.022 | 0.148 | -0.101 |
| 1996 | 0.155 | 0.038 | -0.032 | -0.075 |
| 1995 | 0.093 | 0.120 | 0.261 | 0.245 |
| 1994 | -0.028 | -0.180 | 0.116 | -0.010 |
| 1993 | -0.175 | 0.107 | 0.059 | 0.106 |
| 1992 | -0.008 | -0.181 | 0.088 | 0.363 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.114 |
| 3 years | 0.003 |
| 5 years | 0.078 |
| 10 years | 0.056 |