Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 44 |
| 1 month | -0.026 | 0 | 65 |
| 3 months | 0.032 | 0 | 59 |
| 1 year | -0.022 | 0 | 60 |
| 3 years | 0.138 | 0 | 56 |
| 5 years | 0.181 | 0 | 65 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.246 | — |
| 2022 | -0.023 | — |
| 2021 | 0.303 | — |
| 2020 | 0.135 | — |
| 2019 | 0.148 | — |
| 2018 | 0.033 | — |
| 2017 | 0.241 | — |
| 2016 | 0.045 | — |
| 2015 | 0.024 | — |
| 2014 | 0.426 | — |
| 2013 | 0.055 | — |
| 2012 | 0.299 | — |
| 2011 | -0.197 | — |
| 2010 | 0.183 | — |
| 2009 | 0.879 | — |
| 2008 | -0.563 | — |
| 2007 | 0.713 | — |
| 2006 | 0.252 | — |
| 2005 | 0.428 | — |
| 2004 | 0.184 | — |
| 2003 | 0.540 | — |
| 2002 | 0.050 | — |
| 2001 | -0.347 | — |
| 2000 | -0.628 | — |
| 1999 | 1.911 | — |
| 1998 | 0.081 | — |
| 1997 | -0.026 | — |
| 1996 | -0.198 | — |
| 1995 | -0.364 | — |
| 1994 | -0.042 | — |
| 1993 | 0.277 | — |
| 1992 | 0.198 | — |
| 1991 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | 0.085 | — | — |
| 2024 | 0.012 | 0.129 | 0.057 | -0.072 |
| 2023 | -0.036 | 0.126 | 0.033 | 0.111 |
| 2022 | -0.022 | -0.109 | 0.094 | 0.026 |
| 2021 | 0.050 | 0.088 | 0.107 | 0.031 |
| 2020 | -0.284 | 0.182 | 0.090 | 0.231 |
| 2019 | 0.057 | 0.034 | 0.003 | 0.047 |
| 2018 | -0.033 | 0.047 | 0.004 | 0.016 |
| 2017 | 0.114 | 0.030 | 0.010 | 0.070 |
| 2016 | -0.015 | 0.068 | 0.075 | -0.076 |
| 2015 | 0.046 | -0.005 | -0.024 | 0.009 |
| 2014 | 0.068 | 0.151 | 0.072 | 0.083 |
| 2013 | -0.031 | 0.009 | -0.020 | 0.101 |
| 2012 | 0.159 | -0.002 | 0.068 | 0.052 |
| 2011 | -0.041 | -0.007 | -0.100 | -0.063 |
| 2010 | 0.025 | 0.045 | 0.118 | -0.011 |
| 2009 | -0.008 | 0.525 | 0.169 | 0.063 |
| 2008 | -0.300 | -0.162 | -0.040 | -0.223 |
| 2007 | -0.035 | 0.150 | 0.179 | 0.309 |
| 2006 | 0.264 | -0.084 | 0.138 | -0.050 |
| 2005 | -0.034 | 0.118 | 0.230 | 0.075 |
| 2004 | -0.035 | -0.114 | 0.152 | 0.201 |
| 2003 | -0.102 | 0.196 | 0.347 | 0.065 |
| 2002 | 0.091 | 0.019 | -0.140 | 0.097 |
| 2001 | -0.258 | -0.079 | -0.179 | 0.163 |
| 2000 | -0.150 | -0.429 | -0.142 | -0.106 |
| 1999 | 0.448 | -0.066 | 0.394 | 0.545 |
| 1998 | 0.043 | -0.082 | 0.126 | 0.003 |
| 1997 | -0.031 | 0.168 | -0.052 | -0.092 |
| 1996 | 0.080 | -0.047 | -0.163 | -0.069 |
| 1995 | -0.138 | -0.076 | -0.069 | -0.142 |
| 1994 | 0.079 | -0.094 | 0.005 | -0.025 |
| 1993 | -0.038 | -0.008 | 0.067 | 0.253 |
| 1992 | 0.731 | -0.230 | 0.011 | -0.112 |
| 1991 | 0.245 | 0.010 | 0.118 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | 0.138 |
| 5 years | 0.181 |
| 10 years | 0.119 |