Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 8 |
| 1 month | -0.012 | 0 | 21 |
| 3 months | -0.034 | 0 | 10 |
| 1 year | 0.048 | 0 | 15 |
| 3 years | 0.055 | 0 | 11 |
| 5 years | 0.091 | 0 | 10 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.114 | — |
| 2022 | -0.102 | — |
| 2021 | 0.180 | — |
| 2020 | 0.022 | — |
| 2019 | 0.196 | — |
| 2018 | -0.088 | — |
| 2017 | 0.068 | — |
| 2016 | -0.002 | — |
| 2015 | 0.085 | — |
| 2014 | 0.052 | — |
| 2013 | 0.141 | — |
| 2012 | 0.093 | — |
| 2011 | -0.134 | — |
| 2010 | 0.128 | — |
| 2009 | 0.208 | — |
| 2008 | -0.347 | — |
| 2007 | -0.017 | — |
| 2006 | 0.065 | — |
| 2005 | 0.175 | — |
| 2004 | 0.057 | — |
| 2003 | 0.133 | — |
| 2002 | -0.201 | — |
| 2001 | -0.096 | — |
| 2000 | -0.013 | — |
| 1999 | 0.261 | — |
| 1998 | 0.191 | — |
| 1997 | 0.149 | — |
| 1996 | 0.239 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.056 | 0.013 | 0.017 | 0.006 |
| 2023 | 0.056 | 0.023 | -0.015 | 0.047 |
| 2022 | -0.050 | -0.088 | -0.030 | 0.069 |
| 2021 | 0.073 | 0.043 | 0.008 | 0.045 |
| 2020 | -0.208 | 0.144 | 0.024 | 0.103 |
| 2019 | 0.099 | 0.018 | 0.019 | 0.049 |
| 2018 | -0.033 | 0.036 | 0.019 | -0.106 |
| 2017 | 0.035 | -0.012 | 0.008 | 0.037 |
| 2016 | -0.060 | -0.024 | 0.041 | 0.045 |
| 2015 | 0.143 | -0.022 | -0.103 | 0.082 |
| 2014 | 0.014 | 0.022 | -0.005 | 0.021 |
| 2013 | 0.048 | -0.018 | 0.071 | 0.035 |
| 2012 | 0.063 | -0.057 | 0.060 | 0.028 |
| 2011 | -0.013 | -0.026 | -0.121 | 0.026 |
| 2010 | 0.057 | -0.018 | 0.020 | 0.065 |
| 2009 | -0.051 | 0.120 | 0.105 | 0.029 |
| 2008 | -0.117 | -0.021 | -0.126 | -0.136 |
| 2007 | 0.018 | 0.033 | -0.034 | -0.032 |
| 2006 | 0.050 | -0.060 | 0.034 | 0.043 |
| 2005 | 0.024 | 0.053 | 0.052 | 0.035 |
| 2004 | 0.049 | 0.002 | -0.020 | 0.026 |
| 2003 | -0.043 | 0.086 | 0.051 | 0.037 |
| 2002 | 0.015 | -0.116 | -0.101 | -0.010 |
| 2001 | -0.067 | 0.027 | -0.142 | 0.100 |
| 2000 | 0.111 | -0.060 | 0.019 | -0.072 |
| 1999 | 0.033 | 0.031 | -0.010 | 0.197 |
| 1998 | 0.165 | 0.088 | -0.134 | 0.085 |
| 1997 | 0.066 | 0.040 | 0.016 | 0.021 |
| 1996 | 0.087 | 0.075 | -0.014 | 0.075 |
| 1995 | -0.014 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.047 |
| 5 years | 0.087 |
| 10 years | 0.037 |