Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 92 |
| 1 month | -0.059 | 0 | 91 |
| 3 months | -0.094 | 0 | 94 |
| 1 year | 0.001 | 0 | 79 |
| 3 years | 0.027 | 0 | 43 |
| 5 years | 0.015 | 0 | 67 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.067 | — |
| 2022 | -0.151 | — |
| 2021 | 0.019 | — |
| 2020 | -0.032 | — |
| 2019 | 0.154 | — |
| 2018 | -0.020 | — |
| 2017 | -0.024 | — |
| 2016 | 0.117 | — |
| 2015 | 0.071 | — |
| 2014 | 0.174 | — |
| 2013 | -0.108 | — |
| 2012 | 0.159 | — |
| 2011 | 0.056 | — |
| 2010 | 0.167 | — |
| 2009 | 0.350 | — |
| 2008 | -0.162 | — |
| 2007 | -0.056 | — |
| 2006 | -0.007 | — |
| 2005 | 0.181 | — |
| 2004 | 0.037 | — |
| 2003 | 0.107 | — |
| 2002 | -0.002 | — |
| 2001 | 0.121 | — |
| 2000 | 0.094 | — |
| 1999 | 0.314 | — |
| 1998 | -0.023 | — |
| 1997 | 0.295 | — |
| 1996 | 0.112 | — |
| 1995 | 0.015 | — |
| 1994 | -0.119 | — |
| 1993 | 0.185 | — |
| 1992 | -0.059 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.065 | 0.006 | 0.014 | 0.053 |
| 2023 | 0.001 | 0.017 | -0.006 | 0.055 |
| 2022 | -0.119 | -0.099 | 0.034 | 0.035 |
| 2021 | -0.005 | 0.023 | 0.004 | -0.003 |
| 2020 | -0.150 | 0.126 | -0.015 | 0.026 |
| 2019 | 0.083 | 0.023 | 0.053 | -0.010 |
| 2018 | -0.042 | 0.001 | 0.025 | -0.002 |
| 2017 | 0.030 | -0.039 | -0.010 | -0.003 |
| 2016 | -0.014 | 0.074 | 0.027 | 0.027 |
| 2015 | 0.136 | -0.046 | -0.047 | 0.037 |
| 2014 | 0.041 | 0.053 | 0.071 | 0.000 |
| 2013 | 0.004 | -0.074 | -0.030 | -0.012 |
| 2012 | 0.035 | 0.067 | 0.047 | 0.003 |
| 2011 | -0.041 | 0.008 | 0.020 | 0.071 |
| 2010 | 0.082 | 0.072 | -0.008 | 0.014 |
| 2009 | 0.111 | 0.092 | 0.072 | 0.037 |
| 2008 | -0.055 | -0.002 | 0.011 | -0.121 |
| 2007 | 0.007 | -0.023 | -0.028 | -0.013 |
| 2006 | -0.002 | -0.059 | 0.059 | -0.001 |
| 2005 | 0.020 | 0.091 | 0.040 | 0.019 |
| 2004 | 0.045 | -0.039 | 0.056 | -0.022 |
| 2003 | 0.022 | 0.058 | 0.019 | 0.004 |
| 2002 | 0.048 | -0.115 | 0.003 | 0.072 |
| 2001 | 0.067 | 0.073 | -0.077 | 0.061 |
| 2000 | 0.046 | 0.002 | 0.067 | -0.022 |
| 1999 | 0.096 | 0.078 | 0.001 | 0.112 |
| 1998 | 0.059 | -0.042 | -0.120 | 0.094 |
| 1997 | 0.059 | 0.114 | 0.047 | 0.049 |
| 1996 | 0.041 | 0.040 | 0.003 | 0.025 |
| 1995 | -0.112 | 0.058 | 0.056 | 0.023 |
| 1994 | -0.024 | -0.064 | -0.008 | -0.028 |
| 1993 | 0.029 | 0.103 | 0.005 | 0.039 |
| 1992 | 0.019 | -0.011 | -0.133 | 0.077 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.023 |
| 5 years | 0.013 |
| 10 years | 0.010 |