Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 64 |
| 1 month | -0.037 | 0 | 61 |
| 3 months | 0.053 | 0 | 64 |
| 1 year | 0.046 | 0 | 54 |
| 3 years | 0.088 | 0 | 47 |
| 5 years | 0.130 | 0 | 52 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.099 | — |
| 2023 | 0.192 | — |
| 2022 | -0.167 | — |
| 2021 | 0.241 | — |
| 2020 | 0.013 | — |
| 2019 | 0.264 | — |
| 2018 | -0.108 | — |
| 2017 | 0.103 | — |
| 2016 | 0.044 | — |
| 2015 | 0.101 | — |
| 2014 | -0.003 | — |
| 2013 | 0.187 | — |
| 2012 | 0.231 | — |
| 2011 | -0.164 | — |
| 2010 | 0.059 | — |
| 2009 | 0.311 | — |
| 2008 | -0.404 | — |
| 2007 | 0.073 | — |
| 2006 | 0.205 | — |
| 2005 | 0.237 | — |
| 2004 | 0.056 | — |
| 2003 | 0.114 | — |
| 2002 | -0.333 | — |
| 2001 | -0.231 | — |
| 2000 | -0.041 | — |
| 1999 | 0.636 | — |
| 1998 | 0.150 | — |
| 1997 | 0.336 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.106 | -0.018 | 0.033 | -0.021 |
| 2023 | 0.118 | 0.024 | -0.057 | 0.104 |
| 2022 | -0.109 | -0.131 | -0.034 | 0.113 |
| 2021 | 0.091 | 0.065 | 0.007 | 0.061 |
| 2020 | -0.215 | 0.167 | 0.006 | 0.099 |
| 2019 | 0.116 | 0.047 | 0.026 | 0.054 |
| 2018 | -0.032 | 0.036 | 0.011 | -0.121 |
| 2017 | 0.069 | 0.008 | 0.044 | -0.019 |
| 2016 | -0.062 | -0.045 | 0.065 | 0.093 |
| 2015 | 0.194 | -0.037 | -0.091 | 0.053 |
| 2014 | 0.011 | 0.008 | -0.013 | -0.009 |
| 2013 | 0.015 | 0.001 | 0.109 | 0.054 |
| 2012 | 0.116 | -0.051 | 0.076 | 0.080 |
| 2011 | 0.032 | 0.008 | -0.242 | 0.061 |
| 2010 | 0.026 | -0.077 | 0.055 | 0.059 |
| 2009 | -0.106 | 0.174 | 0.202 | 0.040 |
| 2008 | -0.139 | -0.036 | -0.114 | -0.190 |
| 2007 | 0.027 | 0.089 | -0.033 | -0.007 |
| 2006 | 0.105 | -0.029 | 0.052 | 0.067 |
| 2005 | 0.051 | 0.059 | 0.073 | 0.036 |
| 2004 | 0.000 | 0.035 | -0.032 | 0.054 |
| 2003 | -0.137 | 0.141 | 0.012 | 0.117 |
| 2002 | 0.016 | -0.131 | -0.259 | 0.021 |
| 2001 | -0.157 | 0.032 | -0.243 | 0.167 |
| 2000 | 0.151 | -0.066 | -0.007 | -0.101 |
| 1999 | 0.030 | 0.127 | 0.000 | 0.410 |
| 1998 | 0.229 | 0.077 | -0.227 | 0.124 |
| 1997 | 0.150 | 0.131 | 0.078 | -0.048 |
| 1996 | 0.080 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.072 |
| 5 years | 0.119 |
| 10 years | 0.051 |