Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 27 |
| 1 month | 0.048 | 0 | 6 |
| 3 months | 0.032 | 0 | 15 |
| 1 year | 0.094 | 0 | 22 |
| 3 years | 0.185 | 0 | 48 |
| 5 years | 0.256 | 0 | 45 |
| 10 years | 0.136 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.207 | — |
| 2023 | 0.296 | — |
| 2022 | 0.036 | — |
| 2021 | 0.356 | — |
| 2020 | 0.129 | — |
| 2019 | 0.000 | — |
| 2018 | -0.055 | — |
| 2017 | 0.423 | — |
| 2016 | 0.038 | — |
| 2015 | 0.046 | — |
| 2014 | 0.520 | — |
| 2013 | 0.104 | — |
| 2012 | 0.284 | — |
| 2011 | -0.236 | — |
| 2010 | 0.284 | — |
| 2009 | 0.929 | — |
| 2008 | -0.549 | — |
| 2007 | 0.687 | — |
| 2006 | 0.216 | — |
| 2005 | 0.475 | — |
| 2004 | 0.478 | — |
| 2003 | 1.219 | — |
| 2002 | 0.162 | — |
| 2001 | -0.231 | — |
| 2000 | -0.172 | — |
| 1999 | 0.642 | — |
| 1998 | 0.324 | — |
| 1997 | 0.174 | — |
| 1996 | -0.243 | — |
| 1995 | -0.419 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.045 | 0.144 | 0.087 | -0.071 |
| 2023 | -0.043 | 0.117 | 0.061 | 0.142 |
| 2022 | -0.015 | -0.109 | 0.118 | 0.056 |
| 2021 | 0.080 | 0.100 | 0.120 | 0.019 |
| 2020 | -0.314 | 0.208 | 0.124 | 0.212 |
| 2019 | 0.057 | -0.037 | -0.052 | 0.036 |
| 2018 | -0.060 | 0.011 | -0.007 | 0.002 |
| 2017 | 0.167 | 0.019 | 0.049 | 0.140 |
| 2016 | -0.051 | 0.072 | 0.073 | -0.049 |
| 2015 | 0.018 | -0.003 | -0.026 | 0.057 |
| 2014 | 0.081 | 0.211 | 0.068 | 0.087 |
| 2013 | -0.034 | 0.005 | -0.017 | 0.157 |
| 2012 | 0.161 | -0.003 | 0.083 | 0.025 |
| 2011 | -0.062 | 0.001 | -0.110 | -0.086 |
| 2010 | 0.048 | 0.066 | 0.138 | 0.011 |
| 2009 | -0.030 | 0.488 | 0.240 | 0.079 |
| 2008 | -0.287 | -0.155 | -0.013 | -0.241 |
| 2007 | -0.045 | 0.215 | 0.134 | 0.282 |
| 2006 | 0.158 | -0.162 | 0.136 | 0.103 |
| 2005 | 0.015 | 0.048 | 0.303 | 0.064 |
| 2004 | -0.041 | -0.022 | 0.236 | 0.274 |
| 2003 | -0.071 | 0.314 | 0.284 | 0.415 |
| 2002 | 0.194 | 0.031 | -0.071 | 0.017 |
| 2001 | -0.150 | -0.070 | -0.091 | 0.069 |
| 2000 | -0.100 | 0.042 | -0.135 | 0.020 |
| 1999 | 0.369 | -0.017 | 0.198 | 0.018 |
| 1998 | 0.094 | 0.025 | 0.122 | 0.052 |
| 1997 | 0.039 | 0.120 | 0.068 | -0.055 |
| 1996 | 0.021 | 0.044 | -0.231 | -0.076 |
| 1995 | -0.156 | -0.181 | -0.033 | -0.131 |
| 1994 | 0.073 | 0.202 | 0.059 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.185 |
| 5 years | 0.256 |
| 10 years | 0.136 |