Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 73 |
| 1 month | -0.008 | 0 | 32 |
| 3 months | -0.069 | 0 | 73 |
| 1 year | 0.040 | 0 | 30 |
| 3 years | 0.044 | 0 | 18 |
| 5 years | 0.055 | 0 | 33 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | 0.068 | — |
| 2022 | -0.104 | — |
| 2021 | 0.126 | — |
| 2020 | 0.057 | — |
| 2019 | 0.113 | — |
| 2018 | -0.089 | — |
| 2017 | 0.044 | — |
| 2016 | 0.050 | — |
| 2015 | 0.067 | — |
| 2014 | 0.131 | — |
| 2013 | 0.140 | — |
| 2012 | 0.099 | — |
| 2011 | -0.112 | — |
| 2010 | 0.152 | — |
| 2009 | 0.326 | — |
| 2008 | -0.317 | — |
| 2007 | 0.002 | — |
| 2006 | -0.033 | — |
| 2005 | 0.154 | — |
| 2004 | -0.069 | — |
| 2003 | 0.199 | — |
| 2002 | -0.479 | — |
| 2001 | -0.205 | — |
| 2000 | -0.274 | — |
| 1999 | 1.278 | — |
| 1998 | 0.516 | — |
| 1997 | 0.214 | — |
| 1996 | 0.337 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | — | — | — |
| 2024 | 0.081 | 0.018 | 0.028 | 0.020 |
| 2023 | 0.019 | 0.017 | -0.024 | 0.056 |
| 2022 | -0.058 | -0.042 | 0.003 | -0.009 |
| 2021 | 0.051 | 0.027 | -0.002 | 0.046 |
| 2020 | -0.072 | 0.061 | 0.021 | 0.053 |
| 2019 | 0.072 | 0.006 | 0.013 | 0.019 |
| 2018 | -0.037 | 0.010 | 0.028 | -0.089 |
| 2017 | 0.026 | -0.011 | 0.004 | 0.024 |
| 2016 | -0.029 | 0.034 | 0.017 | 0.028 |
| 2015 | 0.095 | -0.040 | -0.068 | 0.088 |
| 2014 | 0.011 | 0.049 | 0.030 | 0.035 |
| 2013 | 0.087 | -0.010 | 0.023 | 0.035 |
| 2012 | 0.076 | -0.020 | 0.050 | -0.007 |
| 2011 | -0.039 | -0.030 | -0.115 | 0.077 |
| 2010 | 0.073 | -0.029 | 0.013 | 0.091 |
| 2009 | 0.020 | 0.107 | 0.108 | 0.060 |
| 2008 | -0.176 | 0.007 | -0.044 | -0.138 |
| 2007 | -0.026 | 0.052 | 0.009 | -0.031 |
| 2006 | 0.014 | -0.119 | 0.066 | 0.016 |
| 2005 | -0.029 | 0.074 | 0.043 | 0.061 |
| 2004 | 0.026 | 0.000 | -0.109 | 0.018 |
| 2003 | -0.058 | 0.129 | 0.086 | 0.038 |
| 2002 | -0.081 | -0.364 | -0.216 | 0.136 |
| 2001 | -0.205 | 0.103 | -0.321 | 0.335 |
| 2000 | 0.269 | -0.114 | -0.033 | -0.332 |
| 1999 | 0.203 | 0.155 | -0.021 | 0.676 |
| 1998 | 0.258 | 0.041 | -0.173 | 0.399 |
| 1997 | -0.025 | 0.164 | 0.228 | -0.129 |
| 1996 | 0.030 | 0.196 | 0.067 | 0.017 |
| 1995 | 0.246 | -0.050 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.030 |
| 5 years | 0.046 |
| 10 years | 0.029 |