Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.097 | 0 | 49 |
| 1 month | 0.003 | 0 | 50 |
| 3 months | 0.033 | 0 | 49 |
| 1 year | 0.131 | 0 | 56 |
| 3 years | 0.157 | 0 | 52 |
| 5 years | 0.171 | 0 | 48 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.259 | — |
| 2022 | -0.138 | — |
| 2021 | 0.309 | — |
| 2020 | -0.079 | — |
| 2019 | 0.267 | — |
| 2018 | -0.151 | — |
| 2017 | 0.176 | — |
| 2016 | -0.069 | — |
| 2015 | 0.183 | — |
| 2014 | 0.017 | — |
| 2013 | 0.240 | — |
| 2012 | 0.147 | — |
| 2011 | -0.197 | — |
| 2010 | -0.045 | — |
| 2009 | 0.258 | — |
| 2008 | -0.461 | — |
| 2007 | -0.043 | — |
| 2006 | 0.199 | — |
| 2005 | 0.143 | — |
| 2004 | 0.178 | — |
| 2003 | 0.146 | — |
| 2002 | -0.209 | — |
| 2001 | -0.222 | — |
| 2000 | 0.051 | — |
| 1999 | 0.273 | — |
| 1998 | 0.343 | — |
| 1997 | 0.466 | — |
| 1996 | 0.267 | — |
| 1995 | -0.077 | — |
| 1994 | -0.002 | — |
| 1993 | 0.354 | — |
| 1992 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.094 | — | — | — |
| 2024 | 0.128 | -0.012 | 0.020 | 0.008 |
| 2023 | 0.130 | 0.044 | -0.017 | 0.086 |
| 2022 | -0.098 | -0.126 | -0.041 | 0.140 |
| 2021 | 0.114 | 0.057 | 0.036 | 0.073 |
| 2020 | -0.285 | 0.139 | -0.010 | 0.143 |
| 2019 | 0.152 | 0.006 | 0.032 | 0.060 |
| 2018 | 0.016 | -0.012 | -0.028 | -0.129 |
| 2017 | 0.075 | 0.027 | 0.099 | -0.031 |
| 2016 | -0.134 | -0.078 | 0.018 | 0.145 |
| 2015 | 0.224 | -0.011 | -0.041 | 0.019 |
| 2014 | 0.132 | -0.013 | -0.024 | -0.067 |
| 2013 | -0.023 | 0.025 | 0.135 | 0.092 |
| 2012 | 0.081 | -0.075 | 0.071 | 0.071 |
| 2011 | 0.066 | -0.039 | -0.233 | 0.021 |
| 2010 | 0.000 | -0.115 | 0.064 | 0.014 |
| 2009 | -0.134 | 0.218 | 0.190 | 0.001 |
| 2008 | -0.170 | -0.030 | -0.136 | -0.225 |
| 2007 | 0.019 | 0.043 | -0.053 | -0.049 |
| 2006 | 0.083 | -0.021 | 0.048 | 0.079 |
| 2005 | 0.038 | 0.023 | 0.070 | 0.006 |
| 2004 | 0.015 | 0.066 | -0.013 | 0.103 |
| 2003 | -0.075 | 0.156 | 0.003 | 0.069 |
| 2002 | 0.043 | -0.125 | -0.203 | 0.088 |
| 2001 | -0.103 | -0.027 | -0.194 | 0.107 |
| 2000 | 0.096 | 0.015 | -0.012 | -0.044 |
| 1999 | 0.062 | -0.011 | -0.028 | 0.247 |
| 1998 | 0.357 | -0.057 | -0.153 | 0.238 |
| 1997 | 0.093 | 0.102 | 0.175 | 0.037 |
| 1996 | 0.018 | 0.174 | -0.005 | 0.065 |
| 1995 | -0.171 | 0.075 | 0.049 | -0.012 |
| 1994 | 0.165 | -0.036 | -0.013 | -0.099 |
| 1993 | -0.001 | 0.287 | 0.045 | 0.008 |
| 1992 | -0.196 | 0.146 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.141 |
| 5 years | 0.161 |
| 10 years | 0.061 |