Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 6 |
| 1 month | 0.003 | 0 | 34 |
| 3 months | 0.054 | 0 | 6 |
| 1 year | 0.162 | 0 | 11 |
| 3 years | 0.064 | 0 | 31 |
| 5 years | 0.084 | 0 | 12 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.142 | — |
| 2023 | 0.113 | — |
| 2022 | -0.069 | — |
| 2021 | 0.133 | — |
| 2020 | -0.068 | — |
| 2019 | 0.095 | — |
| 2018 | -0.116 | — |
| 2017 | 0.174 | — |
| 2016 | 0.189 | — |
| 2015 | -0.002 | — |
| 2014 | 0.124 | — |
| 2013 | -0.030 | — |
| 2012 | 0.120 | — |
| 2011 | -0.089 | — |
| 2010 | 0.436 | — |
| 2009 | 0.694 | — |
| 2008 | -0.482 | — |
| 2007 | 0.200 | — |
| 2006 | 0.133 | — |
| 2005 | 0.235 | — |
| 2004 | 0.063 | — |
| 2003 | 0.134 | — |
| 2002 | -0.231 | — |
| 2001 | -0.199 | — |
| 2000 | -0.300 | — |
| 1999 | 1.115 | — |
| 1998 | -0.019 | — |
| 1997 | -0.096 | — |
| 1996 | 0.026 | — |
| 1995 | -0.070 | — |
| 1994 | -0.004 | — |
| 1993 | 0.421 | — |
| 1992 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.041 | 0.038 | 0.063 | -0.006 |
| 2023 | 0.056 | 0.013 | 0.018 | 0.023 |
| 2022 | 0.003 | -0.054 | -0.073 | 0.059 |
| 2021 | 0.149 | 0.014 | -0.015 | -0.013 |
| 2020 | -0.259 | 0.129 | 0.014 | 0.099 |
| 2019 | 0.123 | -0.050 | -0.021 | 0.049 |
| 2018 | -0.029 | 0.008 | 0.030 | -0.123 |
| 2017 | 0.106 | -0.027 | 0.027 | 0.063 |
| 2016 | 0.004 | 0.025 | 0.119 | 0.032 |
| 2015 | 0.152 | -0.033 | -0.177 | 0.088 |
| 2014 | 0.000 | 0.065 | 0.065 | -0.009 |
| 2013 | 0.076 | -0.090 | 0.032 | -0.041 |
| 2012 | 0.121 | -0.050 | 0.031 | 0.020 |
| 2011 | -0.052 | 0.003 | -0.100 | 0.066 |
| 2010 | 0.139 | 0.035 | 0.071 | 0.137 |
| 2009 | 0.045 | 0.338 | 0.146 | 0.057 |
| 2008 | -0.167 | -0.020 | -0.171 | -0.235 |
| 2007 | 0.081 | 0.142 | 0.064 | -0.086 |
| 2006 | 0.053 | -0.078 | 0.048 | 0.113 |
| 2005 | 0.071 | 0.038 | 0.080 | 0.029 |
| 2004 | 0.118 | -0.083 | 0.037 | 0.001 |
| 2003 | -0.117 | 0.085 | 0.156 | 0.024 |
| 2002 | 0.069 | -0.104 | -0.116 | -0.092 |
| 2001 | -0.042 | 0.047 | -0.243 | 0.055 |
| 2000 | 0.002 | -0.109 | -0.023 | -0.198 |
| 1999 | 0.213 | 0.164 | 0.085 | 0.380 |
| 1998 | 0.084 | -0.090 | -0.202 | 0.247 |
| 1997 | -0.008 | 0.244 | -0.093 | -0.192 |
| 1996 | 0.056 | 0.025 | -0.026 | -0.027 |
| 1995 | -0.125 | -0.014 | 0.036 | 0.040 |
| 1994 | 0.045 | 0.020 | -0.024 | -0.042 |
| 1993 | 0.133 | 0.177 | 0.036 | 0.028 |
| 1992 | 0.037 | 0.081 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.042 |
| 5 years | 0.070 |
| 10 years | 0.038 |