Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.129 | 0 | 12 |
| 1 month | -0.037 | 0 | 57 |
| 3 months | -0.131 | 0 | 11 |
| 1 year | -0.061 | 0 | 15 |
| 3 years | 0.087 | 0 | 37 |
| 5 years | 0.105 | 0 | 80 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.421 | — |
| 2022 | -0.259 | — |
| 2021 | 0.227 | — |
| 2020 | 0.140 | — |
| 2019 | 0.303 | — |
| 2018 | -0.237 | — |
| 2017 | 0.185 | — |
| 2016 | 0.055 | — |
| 2015 | -0.034 | — |
| 2014 | 0.030 | — |
| 2013 | 0.192 | — |
| 2012 | 0.132 | — |
| 2011 | -0.169 | — |
| 2010 | 0.137 | — |
| 2009 | 0.695 | — |
| 2008 | -0.378 | — |
| 2007 | 0.065 | — |
| 2006 | 0.303 | — |
| 2005 | 0.132 | — |
| 2004 | 0.018 | — |
| 2003 | 0.275 | — |
| 2002 | -0.166 | — |
| 2001 | 0.265 | — |
| 2000 | -0.401 | — |
| 1999 | 0.380 | — |
| 1998 | -0.166 | — |
| 1997 | 0.754 | — |
| 1996 | 0.226 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | — | — | — |
| 2024 | 0.094 | 0.091 | -0.052 | 0.011 |
| 2023 | 0.180 | 0.075 | 0.030 | 0.088 |
| 2022 | -0.096 | -0.174 | -0.039 | 0.032 |
| 2021 | 0.087 | 0.031 | -0.057 | 0.161 |
| 2020 | -0.208 | 0.215 | 0.020 | 0.162 |
| 2019 | 0.162 | -0.027 | 0.076 | 0.071 |
| 2018 | -0.004 | -0.021 | -0.148 | -0.082 |
| 2017 | 0.064 | 0.083 | 0.048 | -0.019 |
| 2016 | 0.024 | -0.014 | 0.116 | -0.064 |
| 2015 | 0.053 | 0.031 | -0.092 | -0.019 |
| 2014 | 0.023 | 0.059 | -0.057 | 0.008 |
| 2013 | 0.030 | -0.003 | 0.091 | 0.064 |
| 2012 | 0.135 | -0.066 | 0.079 | -0.010 |
| 2011 | 0.003 | 0.026 | -0.140 | -0.060 |
| 2010 | -0.050 | -0.088 | 0.209 | 0.085 |
| 2009 | 0.058 | 0.241 | 0.167 | 0.107 |
| 2008 | 0.117 | -0.170 | -0.279 | -0.070 |
| 2007 | -0.028 | 0.113 | 0.135 | -0.133 |
| 2006 | 0.003 | 0.123 | 0.027 | 0.127 |
| 2005 | -0.044 | 0.016 | 0.044 | 0.117 |
| 2004 | 0.072 | -0.097 | 0.031 | 0.020 |
| 2003 | -0.064 | 0.086 | 0.204 | 0.041 |
| 2002 | 0.092 | -0.179 | -0.084 | 0.015 |
| 2001 | 0.241 | -0.134 | -0.256 | 0.583 |
| 2000 | 0.258 | -0.140 | -0.246 | -0.266 |
| 1999 | 0.001 | 0.205 | -0.029 | 0.179 |
| 1998 | 0.139 | -0.169 | -0.064 | -0.059 |
| 1997 | 0.388 | 0.363 | 0.070 | -0.134 |
| 1996 | -0.030 | 0.170 | -0.030 | 0.113 |
| 1995 | 0.021 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.080 |
| 3 years | 0.080 |
| 5 years | 0.101 |
| 10 years | 0.046 |