Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 38 |
| 1 month | 0.053 | 0 | 66 |
| 3 months | -0.032 | 0 | 38 |
| 1 year | 0.079 | 0 | 55 |
| 3 years | 0.092 | 0 | 95 |
| 5 years | 0.199 | 0 | 58 |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | 0.213 | — |
| 2022 | -0.017 | — |
| 2021 | 0.242 | — |
| 2020 | 0.117 | — |
| 2019 | 0.048 | — |
| 2018 | -0.050 | — |
| 2017 | 0.259 | — |
| 2016 | 0.089 | — |
| 2015 | 0.034 | — |
| 2014 | 0.486 | — |
| 2013 | 0.061 | — |
| 2012 | 0.246 | — |
| 2011 | -0.139 | — |
| 2010 | 0.197 | — |
| 2009 | 0.702 | — |
| 2008 | -0.403 | — |
| 2007 | 0.524 | — |
| 2006 | 0.285 | — |
| 2005 | 0.309 | — |
| 2004 | 0.248 | — |
| 2003 | 0.723 | — |
| 2002 | 0.110 | — |
| 2001 | -0.145 | — |
| 2000 | -0.114 | — |
| 1999 | 1.797 | — |
| 1998 | 0.515 | — |
| 1997 | 0.496 | — |
| 1996 | -0.037 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.034 | 0.104 | 0.064 | -0.052 |
| 2023 | -0.026 | 0.106 | 0.041 | 0.082 |
| 2022 | 0.022 | -0.107 | 0.065 | 0.011 |
| 2021 | 0.061 | 0.081 | 0.094 | -0.011 |
| 2020 | -0.255 | 0.150 | 0.093 | 0.193 |
| 2019 | 0.036 | -0.002 | -0.020 | 0.035 |
| 2018 | -0.046 | 0.001 | -0.023 | 0.018 |
| 2017 | 0.112 | 0.032 | 0.038 | 0.057 |
| 2016 | -0.020 | 0.084 | 0.068 | -0.041 |
| 2015 | 0.029 | -0.010 | -0.002 | 0.016 |
| 2014 | 0.069 | 0.187 | 0.059 | 0.105 |
| 2013 | -0.041 | 0.020 | -0.009 | 0.095 |
| 2012 | 0.101 | -0.002 | 0.080 | 0.050 |
| 2011 | -0.027 | 0.004 | -0.064 | -0.057 |
| 2010 | 0.028 | 0.045 | 0.107 | 0.005 |
| 2009 | -0.015 | 0.420 | 0.167 | 0.043 |
| 2008 | -0.238 | -0.112 | -0.039 | -0.083 |
| 2007 | -0.008 | 0.159 | 0.130 | 0.174 |
| 2006 | 0.141 | -0.079 | 0.143 | 0.070 |
| 2005 | -0.029 | 0.092 | 0.189 | 0.040 |
| 2004 | -0.010 | -0.073 | 0.137 | 0.195 |
| 2003 | -0.042 | 0.190 | 0.224 | 0.235 |
| 2002 | 0.090 | -0.007 | -0.050 | 0.079 |
| 2001 | -0.163 | -0.018 | -0.138 | 0.207 |
| 2000 | 0.212 | -0.151 | -0.078 | -0.066 |
| 1999 | 0.430 | -0.024 | 0.431 | 0.401 |
| 1998 | 0.176 | 0.118 | 0.145 | 0.005 |
| 1997 | 0.085 | 0.220 | 0.213 | -0.068 |
| 1996 | 0.054 | 0.102 | -0.152 | -0.024 |
| 1995 | 0.010 | 0.036 | -0.053 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.092 |
| 5 years | 0.199 |
| 10 years | 0.097 |