Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 88 |
| 1 month | -0.002 | 0 | 96 |
| 3 months | 0.038 | 0 | 91 |
| 1 year | -0.065 | 0 | 98 |
| 3 years | 0.050 | 0 | 63 |
| 5 years | 0.118 | 0 | 31 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.182 | — |
| 2022 | -0.067 | — |
| 2021 | 0.292 | — |
| 2020 | 0.023 | — |
| 2019 | 0.281 | — |
| 2018 | -0.104 | — |
| 2017 | 0.055 | — |
| 2016 | 0.168 | — |
| 2015 | 0.148 | — |
| 2014 | 0.190 | — |
| 2013 | 0.242 | — |
| 2012 | 0.129 | — |
| 2011 | -0.020 | — |
| 2010 | 0.154 | — |
| 2009 | 0.187 | — |
| 2008 | -0.442 | — |
| 2007 | 0.061 | — |
| 2006 | 0.065 | — |
| 2005 | 0.294 | — |
| 2004 | 0.096 | — |
| 2003 | 0.041 | — |
| 2002 | -0.376 | — |
| 2001 | -0.167 | — |
| 2000 | -0.088 | — |
| 1999 | 0.526 | — |
| 1998 | 0.133 | — |
| 1997 | 0.345 | — |
| 1996 | 0.210 | — |
| 1995 | 0.044 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | 0.004 | — | — |
| 2024 | 0.046 | -0.008 | 0.048 | -0.009 |
| 2023 | 0.043 | 0.066 | -0.002 | 0.066 |
| 2022 | -0.046 | -0.070 | 0.016 | 0.034 |
| 2021 | 0.149 | 0.027 | 0.013 | 0.081 |
| 2020 | -0.245 | 0.176 | 0.015 | 0.136 |
| 2019 | 0.127 | 0.004 | 0.045 | 0.084 |
| 2018 | -0.038 | 0.045 | 0.020 | -0.127 |
| 2017 | 0.033 | -0.028 | -0.001 | 0.052 |
| 2016 | -0.019 | 0.018 | 0.063 | 0.100 |
| 2015 | 0.184 | -0.020 | -0.069 | 0.062 |
| 2014 | 0.040 | 0.016 | 0.051 | 0.071 |
| 2013 | 0.130 | -0.003 | 0.056 | 0.044 |
| 2012 | 0.085 | 0.009 | 0.026 | 0.005 |
| 2011 | -0.028 | -0.002 | -0.093 | 0.114 |
| 2010 | 0.080 | -0.040 | 0.024 | 0.086 |
| 2009 | -0.075 | 0.117 | 0.094 | 0.050 |
| 2008 | -0.166 | 0.006 | -0.133 | -0.232 |
| 2007 | 0.029 | 0.051 | 0.003 | -0.022 |
| 2006 | 0.065 | -0.072 | 0.011 | 0.066 |
| 2005 | 0.029 | 0.078 | 0.117 | 0.045 |
| 2004 | 0.059 | -0.007 | -0.020 | 0.064 |
| 2003 | -0.111 | 0.075 | 0.035 | 0.052 |
| 2002 | -0.034 | -0.211 | -0.195 | 0.016 |
| 2001 | -0.091 | 0.055 | -0.239 | 0.141 |
| 2000 | 0.018 | -0.029 | 0.010 | -0.086 |
| 1999 | 0.120 | 0.097 | -0.046 | 0.301 |
| 1998 | 0.176 | -0.009 | -0.216 | 0.241 |
| 1997 | 0.100 | 0.191 | 0.019 | 0.007 |
| 1996 | 0.105 | 0.063 | -0.024 | 0.056 |
| 1995 | -0.098 | 0.069 | 0.052 | 0.029 |
| 1994 | -0.025 | -0.058 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.065 |
| 3 years | 0.050 |
| 5 years | 0.118 |
| 10 years | 0.073 |