Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.082 | 0 | 16 |
| 1 month | -0.082 | 0 | 13 |
| 3 months | -0.082 | 0 | 16 |
| 1 year | 0.025 | 0 | 53 |
| 3 years | 0.084 | 0 | 34 |
| 5 years | 0.153 | 0 | 49 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.252 | — |
| 2023 | 0.202 | — |
| 2022 | -0.174 | — |
| 2021 | 0.361 | — |
| 2020 | 0.108 | — |
| 2019 | 0.320 | — |
| 2018 | -0.015 | — |
| 2017 | 0.071 | — |
| 2016 | 0.073 | — |
| 2015 | 0.071 | — |
| 2014 | 0.232 | — |
| 2013 | 0.165 | — |
| 2012 | 0.059 | — |
| 2011 | -0.063 | — |
| 2010 | 0.232 | — |
| 2009 | 0.176 | — |
| 2008 | -0.357 | — |
| 2007 | -0.071 | — |
| 2006 | -0.012 | — |
| 2005 | 0.162 | — |
| 2004 | 0.008 | — |
| 2003 | 0.003 | — |
| 2002 | -0.335 | — |
| 2001 | -0.199 | — |
| 2000 | -0.133 | — |
| 1999 | 0.415 | — |
| 1998 | 0.011 | — |
| 1997 | 0.388 | — |
| 1996 | 0.204 | — |
| 1995 | 0.088 | — |
| 1994 | -0.187 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | — | — | — |
| 2024 | 0.121 | 0.037 | -0.007 | 0.085 |
| 2023 | 0.044 | 0.085 | -0.002 | 0.063 |
| 2022 | -0.104 | -0.094 | 0.019 | -0.002 |
| 2021 | 0.058 | 0.089 | 0.033 | 0.143 |
| 2020 | -0.157 | 0.164 | 0.041 | 0.085 |
| 2019 | 0.174 | 0.017 | 0.059 | 0.044 |
| 2018 | -0.014 | 0.074 | 0.067 | -0.128 |
| 2017 | 0.066 | -0.051 | 0.016 | 0.042 |
| 2016 | -0.070 | 0.005 | 0.049 | 0.094 |
| 2015 | 0.135 | -0.051 | -0.097 | 0.101 |
| 2014 | 0.005 | 0.039 | 0.087 | 0.086 |
| 2013 | 0.122 | -0.015 | 0.006 | 0.049 |
| 2012 | 0.082 | 0.007 | 0.011 | -0.039 |
| 2011 | 0.008 | -0.043 | -0.165 | 0.163 |
| 2010 | 0.142 | -0.051 | 0.004 | 0.132 |
| 2009 | -0.069 | 0.037 | 0.120 | 0.088 |
| 2008 | -0.166 | 0.035 | -0.090 | -0.181 |
| 2007 | 0.015 | 0.030 | -0.041 | -0.074 |
| 2006 | 0.035 | -0.091 | 0.025 | 0.024 |
| 2005 | 0.039 | 0.061 | 0.023 | 0.029 |
| 2004 | 0.033 | 0.008 | -0.023 | -0.009 |
| 2003 | -0.080 | 0.090 | -0.014 | 0.014 |
| 2002 | 0.002 | -0.232 | -0.141 | 0.005 |
| 2001 | -0.147 | 0.096 | -0.237 | 0.123 |
| 2000 | 0.037 | -0.080 | 0.101 | -0.175 |
| 1999 | 0.095 | 0.136 | -0.071 | 0.226 |
| 1998 | 0.129 | -0.029 | -0.125 | 0.055 |
| 1997 | 0.100 | 0.131 | 0.055 | 0.058 |
| 1996 | 0.041 | 0.060 | 0.014 | 0.075 |
| 1995 | -0.066 | 0.040 | 0.060 | 0.057 |
| 1994 | -0.048 | -0.145 | 0.049 | -0.047 |
| 1993 | 0.033 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.084 |
| 5 years | 0.153 |
| 10 years | 0.093 |