Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 60 |
| 1 month | 0.017 | 0 | 6 |
| 3 months | 0.010 | 0 | 62 |
| 1 year | 0.036 | 0 | 89 |
| 3 years | -0.039 | 0 | 92 |
| 5 years | -0.052 | 0 | 94 |
| 10 years | -0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.026 | — |
| 2023 | 0.047 | — |
| 2022 | -0.229 | — |
| 2021 | -0.058 | — |
| 2020 | 0.073 | — |
| 2019 | 0.074 | — |
| 2018 | -0.009 | — |
| 2017 | 0.011 | — |
| 2016 | 0.098 | — |
| 2015 | -0.003 | — |
| 2014 | 0.141 | — |
| 2013 | -0.046 | — |
| 2012 | 0.019 | — |
| 2011 | 0.159 | — |
| 2010 | 0.070 | — |
| 2009 | -0.033 | — |
| 2008 | 0.117 | — |
| 2007 | 0.038 | — |
| 2006 | -0.002 | — |
| 2005 | 0.074 | — |
| 2004 | 0.053 | — |
| 2003 | 0.020 | — |
| 2002 | 0.084 | — |
| 2001 | 0.054 | — |
| 2000 | 0.080 | — |
| 1999 | -0.019 | — |
| 1998 | 0.166 | — |
| 1997 | 0.144 | — |
| 1996 | 0.065 | — |
| 1995 | 0.158 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0 | — | — | — |
| 2024 | -0.014 | -0.010 | 0.027 | -0.029 |
| 2023 | 0.019 | -0.054 | -0.002 | 0.088 |
| 2022 | -0.070 | -0.085 | -0.134 | 0.045 |
| 2021 | -0.067 | 0.016 | -0.019 | 0.013 |
| 2020 | 0.016 | 0.046 | -0.005 | 0.014 |
| 2019 | 0.035 | 0.015 | 0.055 | -0.032 |
| 2018 | -0.006 | 0.000 | -0.013 | 0.010 |
| 2017 | 0.012 | -0.014 | -0.004 | 0.018 |
| 2016 | 0.048 | 0.071 | 0.020 | -0.040 |
| 2015 | 0.021 | -0.037 | 0.031 | -0.016 |
| 2014 | 0.022 | 0.009 | 0.038 | 0.066 |
| 2013 | 0.005 | -0.040 | 0.003 | -0.014 |
| 2012 | -0.018 | 0.034 | 0.009 | -0.005 |
| 2011 | -0.012 | 0.020 | 0.089 | 0.056 |
| 2010 | 0.013 | 0.043 | 0.038 | -0.025 |
| 2009 | -0.030 | -0.015 | 0.038 | -0.025 |
| 2008 | 0.012 | -0.038 | 0.037 | 0.106 |
| 2007 | -0.011 | -0.026 | 0.036 | 0.040 |
| 2006 | -0.008 | -0.013 | 0.025 | -0.006 |
| 2005 | -0.002 | 0.047 | 0.003 | 0.025 |
| 2004 | 0.011 | -0.014 | 0.027 | 0.028 |
| 2003 | 0.012 | 0.022 | -0.010 | -0.002 |
| 2002 | -0.010 | 0.031 | 0.048 | 0.014 |
| 2001 | 0.021 | -0.017 | 0.033 | 0.016 |
| 2000 | 0.009 | 0.007 | 0.010 | 0.052 |
| 1999 | 0.003 | -0.024 | -0.020 | 0.023 |
| 1998 | 0.038 | 0.020 | 0.057 | 0.043 |
| 1997 | 0.009 | 0.052 | 0.051 | 0.026 |
| 1996 | -0.031 | 0.033 | 0.037 | 0.026 |
| 1995 | 0.023 | 0.022 | 0.042 | 0.064 |
| 1994 | 0.000 | -0.014 | 0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | -0.049 |
| 5 years | -0.058 |
| 10 years | -0.008 |