Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 45 |
| 1 month | -0.003 | 0 | 63 |
| 3 months | -0.013 | 0 | 47 |
| 1 year | 0.072 | 0 | 40 |
| 3 years | 0.065 | 0 | 59 |
| 5 years | 0.104 | 0 | 35 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.073 | — |
| 2022 | -0.002 | — |
| 2021 | 0.175 | — |
| 2020 | -0.103 | — |
| 2019 | 0.183 | — |
| 2018 | -0.102 | — |
| 2017 | 0.119 | — |
| 2016 | 0.156 | — |
| 2015 | 0.002 | — |
| 2014 | 0.005 | — |
| 2013 | 0.200 | — |
| 2012 | 0.113 | — |
| 2011 | -0.044 | — |
| 2010 | 0.143 | — |
| 2009 | 0.297 | — |
| 2008 | -0.300 | — |
| 2007 | 0.041 | — |
| 2006 | 0.159 | — |
| 2005 | 0.210 | — |
| 2004 | 0.125 | — |
| 2003 | 0.199 | — |
| 2002 | -0.238 | — |
| 2001 | -0.144 | — |
| 2000 | -0.066 | — |
| 1999 | 0.231 | — |
| 1998 | 0.133 | — |
| 1997 | 0.227 | — |
| 1996 | 0.164 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.045 | — | — | — |
| 2024 | 0.035 | 0.036 | 0.022 | -0.004 |
| 2023 | 0.029 | -0.006 | 0.017 | 0.031 |
| 2022 | 0.003 | -0.052 | -0.036 | 0.088 |
| 2021 | 0.050 | 0.054 | 0.021 | 0.040 |
| 2020 | -0.255 | 0.104 | -0.031 | 0.126 |
| 2019 | 0.091 | 0.032 | 0.011 | 0.040 |
| 2018 | -0.066 | 0.085 | -0.010 | -0.105 |
| 2017 | 0.039 | 0.011 | 0.019 | 0.045 |
| 2016 | -0.006 | 0.045 | 0.075 | 0.036 |
| 2015 | 0.046 | -0.017 | -0.060 | 0.038 |
| 2014 | -0.007 | 0.020 | -0.011 | 0.003 |
| 2013 | 0.103 | -0.019 | 0.054 | 0.052 |
| 2012 | 0.060 | -0.029 | 0.045 | 0.035 |
| 2011 | 0.004 | 0.017 | -0.134 | 0.081 |
| 2010 | 0.063 | -0.119 | 0.134 | 0.077 |
| 2009 | -0.089 | 0.111 | 0.219 | 0.051 |
| 2008 | -0.098 | -0.015 | -0.121 | -0.104 |
| 2007 | 0.027 | 0.043 | -0.032 | 0.004 |
| 2006 | 0.079 | -0.021 | 0.035 | 0.060 |
| 2005 | 0.029 | 0.047 | 0.080 | 0.040 |
| 2004 | 0.009 | 0.020 | 0.027 | 0.064 |
| 2003 | -0.073 | 0.142 | 0.037 | 0.092 |
| 2002 | 0.022 | -0.120 | -0.189 | 0.044 |
| 2001 | -0.092 | 0.010 | -0.135 | 0.080 |
| 2000 | -0.035 | -0.023 | 0.005 | -0.013 |
| 1999 | 0.088 | 0.021 | -0.036 | 0.149 |
| 1998 | 0.162 | -0.010 | -0.137 | 0.142 |
| 1997 | 0.051 | 0.047 | 0.133 | -0.016 |
| 1996 | 0.044 | 0.013 | 0.060 | 0.038 |
| 1995 | 0.061 | 0.079 | 0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.065 |
| 5 years | 0.104 |
| 10 years | 0.051 |