Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0 | 8 |
| 1 month | 0.020 | 0 | 38 |
| 3 months | 0.107 | 0 | 39 |
| 1 year | 0.176 | 0 | 9 |
| 3 years | 0.132 | 0 | 28 |
| 5 years | 0.108 | 0 | 59 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.188 | — |
| 2023 | 0.104 | — |
| 2022 | -0.095 | — |
| 2021 | 0.187 | — |
| 2020 | 0.058 | — |
| 2019 | 0.203 | — |
| 2018 | -0.072 | — |
| 2017 | 0.081 | — |
| 2016 | 0.089 | — |
| 2015 | -0.004 | — |
| 2014 | 0.106 | — |
| 2013 | 0.198 | — |
| 2012 | 0.082 | — |
| 2011 | -0.149 | — |
| 2010 | 0.090 | — |
| 2009 | 0.248 | — |
| 2008 | -0.308 | — |
| 2007 | 0.008 | — |
| 2006 | 0.158 | — |
| 2005 | 0.142 | — |
| 2004 | 0.081 | — |
| 2003 | 0.183 | — |
| 2002 | -0.124 | — |
| 2001 | -0.005 | — |
| 2000 | 0.157 | — |
| 1999 | 0.231 | — |
| 1998 | -0.113 | — |
| 1997 | 0.116 | — |
| 1996 | 0.271 | — |
| 1995 | 0.111 | — |
| 1994 | 0.027 | — |
| 1993 | 0.201 | — |
| 1992 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.072 | — | — |
| 2024 | 0.065 | -0.004 | 0.082 | 0.035 |
| 2023 | 0.044 | 0.013 | -0.035 | 0.081 |
| 2022 | -0.015 | -0.125 | -0.011 | 0.061 |
| 2021 | 0.047 | 0.066 | -0.001 | 0.065 |
| 2020 | -0.175 | 0.144 | 0.048 | 0.068 |
| 2019 | 0.112 | 0.034 | 0.016 | 0.029 |
| 2018 | -0.021 | 0.052 | -0.006 | -0.093 |
| 2017 | 0.025 | -0.004 | 0.018 | 0.041 |
| 2016 | -0.022 | 0.024 | 0.051 | 0.035 |
| 2015 | 0.062 | -0.019 | -0.047 | 0.003 |
| 2014 | 0.047 | 0.040 | 0.000 | 0.016 |
| 2013 | 0.044 | -0.003 | 0.063 | 0.083 |
| 2012 | 0.070 | -0.051 | 0.042 | 0.023 |
| 2011 | 0.050 | -0.056 | -0.163 | 0.025 |
| 2010 | 0.012 | -0.091 | 0.097 | 0.080 |
| 2009 | -0.040 | 0.170 | 0.080 | 0.029 |
| 2008 | -0.053 | 0.025 | -0.143 | -0.168 |
| 2007 | 0.014 | 0.046 | -0.013 | -0.037 |
| 2006 | 0.058 | -0.049 | 0.039 | 0.108 |
| 2005 | 0.017 | 0.022 | 0.069 | 0.028 |
| 2004 | 0.034 | 0.010 | -0.015 | 0.051 |
| 2003 | -0.080 | 0.106 | 0.050 | 0.107 |
| 2002 | 0.042 | -0.101 | -0.140 | 0.088 |
| 2001 | -0.051 | 0.019 | -0.087 | 0.128 |
| 2000 | 0.079 | 0.081 | 0.037 | -0.043 |
| 1999 | 0.007 | 0.059 | -0.013 | 0.170 |
| 1998 | 0.073 | -0.046 | -0.212 | 0.100 |
| 1997 | -0.004 | 0.078 | 0.081 | -0.038 |
| 1996 | 0.062 | 0.018 | 0.068 | 0.101 |
| 1995 | 0.022 | 0.058 | -0.018 | 0.046 |
| 1994 | 0.011 | -0.043 | 0.080 | -0.018 |
| 1993 | 0.057 | 0.057 | 0.008 | 0.066 |
| 1992 | -0.015 | 0.014 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.176 |
| 3 years | 0.132 |
| 5 years | 0.108 |
| 10 years | 0.072 |