Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 26 |
| 1 month | -0.010 | 0 | 41 |
| 3 months | -0.035 | 0 | 32 |
| 1 year | 0.021 | 0 | 69 |
| 3 years | 0.010 | 0 | 82 |
| 5 years | 0.031 | 0 | 70 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.070 | — |
| 2022 | -0.136 | — |
| 2021 | 0.081 | — |
| 2020 | 0.025 | — |
| 2019 | 0.143 | — |
| 2018 | -0.077 | — |
| 2017 | 0.087 | — |
| 2016 | 0.017 | — |
| 2015 | 0.076 | — |
| 2014 | 0.077 | — |
| 2013 | 0.082 | — |
| 2012 | 0.123 | — |
| 2011 | -0.072 | — |
| 2010 | 0.079 | — |
| 2009 | 0.188 | — |
| 2008 | -0.244 | — |
| 2007 | -0.003 | — |
| 2006 | 0.095 | — |
| 2005 | 0.166 | — |
| 2004 | 0.066 | — |
| 2003 | 0.100 | — |
| 2002 | -0.152 | — |
| 2001 | -0.062 | — |
| 2000 | -0.020 | — |
| 1999 | 0.152 | — |
| 1998 | 0.147 | — |
| 1997 | 0.153 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.034 | -0.001 | 0.036 | -0.017 |
| 2023 | 0.024 | 0.005 | -0.025 | 0.066 |
| 2022 | -0.047 | -0.096 | -0.031 | 0.036 |
| 2021 | 0.018 | 0.038 | -0.001 | 0.024 |
| 2020 | -0.141 | 0.108 | 0.031 | 0.045 |
| 2019 | 0.067 | 0.018 | 0.022 | 0.029 |
| 2018 | -0.012 | 0.012 | 0.008 | -0.084 |
| 2017 | 0.035 | 0.011 | 0.021 | 0.019 |
| 2016 | -0.035 | 0.000 | 0.039 | 0.015 |
| 2015 | 0.112 | -0.038 | -0.039 | 0.046 |
| 2014 | 0.015 | 0.030 | 0.009 | 0.020 |
| 2013 | 0.027 | -0.018 | 0.040 | 0.032 |
| 2012 | 0.063 | -0.029 | 0.056 | 0.030 |
| 2011 | 0.001 | -0.004 | -0.092 | 0.024 |
| 2010 | 0.042 | -0.035 | 0.040 | 0.032 |
| 2009 | -0.030 | 0.082 | 0.104 | 0.026 |
| 2008 | -0.078 | -0.026 | -0.060 | -0.104 |
| 2007 | 0.018 | 0.018 | -0.013 | -0.025 |
| 2006 | 0.050 | -0.038 | 0.039 | 0.044 |
| 2005 | 0.025 | 0.047 | 0.058 | 0.027 |
| 2004 | 0.030 | 0.002 | -0.007 | 0.040 |
| 2003 | -0.052 | 0.093 | 0.010 | 0.052 |
| 2002 | 0.004 | -0.071 | -0.120 | 0.033 |
| 2001 | -0.047 | 0.012 | -0.082 | 0.060 |
| 2000 | 0.035 | -0.019 | -0.006 | -0.029 |
| 1999 | 0.023 | 0.016 | -0.027 | 0.139 |
| 1998 | 0.101 | 0.026 | -0.060 | 0.080 |
| 1997 | 0.058 | 0.057 | 0.027 | 0.004 |
| 1996 | 0.042 | 0.005 | 0.044 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | -0.002 |
| 5 years | 0.023 |
| 10 years | 0.016 |