Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | 83 |
| 1 month | -0.037 | 0 | 61 |
| 3 months | -0.046 | 0 | 83 |
| 1 year | -0.041 | 0 | 86 |
| 3 years | 0.049 | 0 | 69 |
| 5 years | 0.072 | 0 | 82 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.148 | — |
| 2023 | 0.146 | — |
| 2022 | -0.128 | — |
| 2021 | 0.078 | — |
| 2020 | 0.006 | — |
| 2019 | 0.183 | — |
| 2018 | -0.116 | — |
| 2017 | 0.086 | — |
| 2016 | 0.033 | — |
| 2015 | 0.190 | — |
| 2014 | 0.042 | — |
| 2013 | 0.182 | — |
| 2012 | 0.058 | — |
| 2011 | -0.131 | — |
| 2010 | 0.203 | — |
| 2009 | 0.074 | — |
| 2008 | -0.286 | — |
| 2007 | -0.193 | — |
| 2006 | -0.071 | — |
| 2005 | 0.432 | — |
| 2004 | 0.046 | — |
| 2003 | 0.078 | — |
| 2002 | -0.234 | — |
| 2001 | -0.300 | — |
| 2000 | -0.267 | — |
| 1999 | 0.880 | — |
| 1998 | -0.132 | — |
| 1997 | -0.151 | — |
| 1996 | -0.102 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.142 | -0.036 | 0.005 | 0.037 |
| 2023 | 0.030 | 0.072 | 0.029 | 0.008 |
| 2022 | -0.052 | -0.083 | 0.000 | 0.004 |
| 2021 | 0.060 | -0.014 | 0.057 | -0.024 |
| 2020 | -0.159 | 0.089 | 0.011 | 0.086 |
| 2019 | 0.075 | -0.010 | 0.071 | 0.039 |
| 2018 | -0.037 | 0.015 | 0.038 | -0.130 |
| 2017 | 0.025 | -0.017 | 0.001 | 0.076 |
| 2016 | -0.117 | 0.030 | 0.065 | 0.066 |
| 2015 | 0.231 | -0.011 | -0.128 | 0.121 |
| 2014 | -0.071 | 0.066 | 0.047 | 0.004 |
| 2013 | 0.148 | 0.012 | 0.015 | 0.002 |
| 2012 | 0.085 | -0.035 | -0.023 | 0.035 |
| 2011 | -0.106 | -0.018 | 0.010 | -0.021 |
| 2010 | 0.156 | -0.021 | -0.055 | 0.124 |
| 2009 | -0.099 | 0.171 | 0.026 | -0.008 |
| 2008 | -0.137 | 0.003 | -0.070 | -0.113 |
| 2007 | -0.015 | -0.025 | -0.091 | -0.075 |
| 2006 | 0.026 | -0.117 | 0.016 | 0.009 |
| 2005 | 0.012 | 0.026 | 0.214 | 0.136 |
| 2004 | 0.174 | -0.037 | -0.099 | 0.027 |
| 2003 | -0.099 | 0.040 | 0.151 | -0.001 |
| 2002 | 0.028 | -0.075 | -0.109 | -0.095 |
| 2001 | -0.028 | 0.006 | -0.245 | -0.051 |
| 2000 | 0.044 | -0.074 | -0.037 | -0.213 |
| 1999 | 0.222 | 0.110 | 0.128 | 0.229 |
| 1998 | 0.002 | -0.086 | -0.231 | 0.232 |
| 1997 | -0.052 | 0.278 | -0.114 | -0.209 |
| 1996 | 0.027 | 0.028 | -0.056 | -0.099 |
| 1995 | 0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.078 |
| 3 years | 0.036 |
| 5 years | 0.063 |
| 10 years | 0.026 |