Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | — |
| 1 month | -0.011 | 0 | — |
| 3 months | -0.029 | 0 | — |
| 1 year | 0.128 | 0 | — |
| 3 years | 0.089 | 0 | — |
| 5 years | 0.089 | 0 | — |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.122 | — |
| 2022 | -0.089 | — |
| 2021 | 0.130 | — |
| 2020 | 0.087 | — |
| 2019 | 0.155 | — |
| 2018 | -0.024 | — |
| 2017 | 0.084 | — |
| 2016 | 0.077 | — |
| 2015 | 0.046 | — |
| 2014 | 0.108 | — |
| 2013 | 0.135 | — |
| 2012 | 0.073 | — |
| 2011 | -0.004 | — |
| 2010 | 0.099 | — |
| 2009 | 0.156 | — |
| 2008 | -0.157 | — |
| 2007 | 0.028 | — |
| 2006 | 0.127 | — |
| 2005 | 0.123 | — |
| 2004 | 0.093 | — |
| 2003 | 0.143 | — |
| 2002 | -0.059 | — |
| 2001 | -0.035 | — |
| 2000 | 0.060 | — |
| 1999 | 0.135 | — |
| 1998 | 0.090 | — |
| 1997 | 0.138 | — |
| 1996 | 0.193 | — |
| 1995 | 0.189 | — |
| 1994 | -0.003 | — |
| 1993 | 0.206 | — |
| 1992 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.056 | 0.014 | 0.064 | 0.025 |
| 2023 | 0.052 | 0.013 | -0.024 | 0.079 |
| 2022 | -0.032 | -0.103 | -0.009 | 0.057 |
| 2021 | 0.021 | 0.050 | 0.007 | 0.047 |
| 2020 | -0.099 | 0.107 | 0.031 | 0.058 |
| 2019 | 0.083 | 0.022 | 0.017 | 0.027 |
| 2018 | -0.009 | 0.034 | 0.004 | -0.051 |
| 2017 | 0.030 | 0.004 | 0.009 | 0.038 |
| 2016 | -0.006 | 0.028 | 0.039 | 0.014 |
| 2015 | 0.059 | -0.013 | -0.028 | 0.030 |
| 2014 | 0.046 | 0.033 | 0.009 | 0.017 |
| 2013 | 0.041 | -0.007 | 0.036 | 0.060 |
| 2012 | 0.038 | -0.019 | 0.036 | 0.018 |
| 2011 | 0.026 | -0.010 | -0.051 | 0.033 |
| 2010 | 0.014 | -0.031 | 0.071 | 0.044 |
| 2009 | -0.027 | 0.094 | 0.067 | 0.018 |
| 2008 | -0.012 | 0.020 | -0.090 | -0.081 |
| 2007 | 0.016 | 0.012 | 0.002 | -0.003 |
| 2006 | 0.044 | -0.028 | 0.037 | 0.070 |
| 2005 | 0.019 | 0.033 | 0.044 | 0.022 |
| 2004 | 0.040 | -0.001 | 0.001 | 0.051 |
| 2003 | -0.040 | 0.076 | 0.039 | 0.065 |
| 2002 | 0.007 | -0.048 | -0.064 | 0.050 |
| 2001 | -0.058 | 0.000 | -0.046 | 0.074 |
| 2000 | 0.065 | 0.035 | 0.012 | -0.049 |
| 1999 | 0.014 | 0.025 | -0.005 | 0.098 |
| 1998 | 0.086 | 0.009 | -0.091 | 0.096 |
| 1997 | 0.000 | 0.081 | 0.062 | -0.009 |
| 1996 | 0.032 | 0.024 | 0.044 | 0.082 |
| 1995 | 0.047 | 0.055 | 0.022 | 0.053 |
| 1994 | -0.017 | -0.039 | 0.059 | -0.003 |
| 1993 | 0.048 | 0.058 | 0.024 | 0.062 |
| 1992 | 0.048 | 0.012 | 0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.089 |
| 5 years | 0.089 |
| 10 years | 0.067 |