Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 14 |
| 1 month | -0.009 | 0 | 90 |
| 3 months | 0.003 | 0 | 58 |
| 1 year | 0.072 | 0 | 13 |
| 3 years | 0.016 | 0 | 43 |
| 5 years | -0.035 | 0 | 91 |
| 10 years | -0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.033 | — |
| 2023 | 0.020 | — |
| 2022 | -0.130 | — |
| 2021 | -0.090 | — |
| 2020 | 0.060 | — |
| 2019 | -0.010 | — |
| 2018 | 0.040 | — |
| 2017 | -0.014 | — |
| 2016 | -0.030 | — |
| 2015 | 0.114 | — |
| 2014 | 0.060 | — |
| 2013 | 0.000 | — |
| 2012 | -0.020 | — |
| 2011 | 0.067 | — |
| 2010 | 0.020 | — |
| 2009 | -0.144 | — |
| 2008 | 0.321 | — |
| 2007 | -0.080 | — |
| 2006 | 0.019 | — |
| 2005 | -0.124 | — |
| 2004 | 0.000 | — |
| 2003 | -0.080 | — |
| 2002 | 0.160 | — |
| 2001 | 0.030 | — |
| 2000 | 0.038 | — |
| 1999 | -0.138 | — |
| 1998 | 0.197 | — |
| 1997 | 0.068 | — |
| 1996 | 0.052 | — |
| 1995 | 0.131 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | -0.006 | -0.010 | 0.055 | -0.005 |
| 2023 | 0.017 | -0.033 | -0.020 | 0.059 |
| 2022 | -0.081 | -0.077 | -0.018 | 0.045 |
| 2021 | -0.067 | -0.007 | 0.003 | -0.022 |
| 2020 | 0.049 | 0.012 | 0.011 | -0.012 |
| 2019 | -0.008 | 0.007 | 0.005 | -0.014 |
| 2018 | 0.036 | -0.020 | -0.030 | 0.057 |
| 2017 | 0.004 | -0.003 | -0.026 | 0.010 |
| 2016 | -0.005 | 0.020 | 0.020 | -0.062 |
| 2015 | 0.052 | -0.033 | 0.071 | 0.023 |
| 2014 | 0.058 | -0.016 | 0.005 | 0.013 |
| 2013 | -0.011 | -0.003 | 0.000 | 0.014 |
| 2012 | -0.030 | 0.031 | -0.011 | -0.009 |
| 2011 | -0.027 | 0.026 | 0.104 | -0.032 |
| 2010 | -0.036 | 0.069 | 0.050 | -0.056 |
| 2009 | -0.029 | -0.064 | -0.010 | -0.048 |
| 2008 | 0.106 | -0.041 | 0.006 | 0.238 |
| 2007 | -0.006 | -0.099 | -0.008 | 0.034 |
| 2006 | -0.015 | -0.031 | 0.013 | 0.054 |
| 2005 | -0.037 | -0.003 | -0.067 | -0.022 |
| 2004 | 0.025 | -0.016 | -0.034 | 0.027 |
| 2003 | -0.042 | -0.046 | 0.008 | -0.001 |
| 2002 | -0.018 | 0.058 | 0.081 | 0.034 |
| 2001 | 0.021 | -0.065 | 0.115 | -0.033 |
| 2000 | -0.021 | 0.014 | -0.009 | 0.054 |
| 1999 | -0.059 | -0.058 | 0.007 | -0.034 |
| 1998 | 0.009 | 0.052 | 0.109 | 0.018 |
| 1997 | -0.026 | 0.014 | 0.029 | 0.051 |
| 1996 | -0.020 | 0.008 | 0.027 | 0.037 |
| 1995 | 0.063 | 0.015 | -0.001 | 0.049 |
| 1994 | 0.004 | -0.022 | 0.052 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.016 |
| 5 years | -0.035 |
| 10 years | -0.003 |