Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.397 | 0 | 24 |
| 1 month | 0.035 | 0 | 40 |
| 3 months | 0.211 | 0 | 44 |
| 1 year | 0.603 | 0 | 28 |
| 3 years | 0.138 | 0 | 77 |
| 5 years | 0.107 | 0 | 59 |
| 10 years | 0.139 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.281 | — |
| 2023 | -0.014 | — |
| 2022 | -0.107 | — |
| 2021 | -0.138 | — |
| 2020 | 0.416 | — |
| 2019 | 0.443 | — |
| 2018 | -0.071 | — |
| 2017 | 0.068 | — |
| 2016 | 0.607 | — |
| 2015 | -0.117 | — |
| 2014 | -0.006 | — |
| 2013 | -0.440 | — |
| 2012 | -0.124 | — |
| 2011 | -0.281 | — |
| 2010 | 0.751 | — |
| 2009 | 0.657 | — |
| 2008 | -0.262 | — |
| 2007 | 0.090 | — |
| 2006 | 0.524 | — |
| 2005 | 0.253 | — |
| 2004 | -0.173 | — |
| 2003 | 0.652 | — |
| 2002 | 1.531 | — |
| 2001 | 0.344 | — |
| 2000 | -0.096 | — |
| 1999 | -0.114 | — |
| 1998 | -0.146 | — |
| 1997 | -0.337 | — |
| 1996 | 0.388 | — |
| 1995 | 0.638 | — |
| 1994 | -0.039 | — |
| 1993 | 0.440 | — |
| 1992 | 0.059 | — |
| 1991 | -0.077 | — |
| 1990 | -0.059 | — |
| 1989 | 0.052 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.349 | — | — | — |
| 2024 | 0.052 | 0.092 | 0.153 | -0.034 |
| 2023 | 0.072 | -0.103 | -0.090 | 0.127 |
| 2022 | 0.146 | -0.281 | -0.038 | 0.127 |
| 2021 | -0.160 | 0.084 | -0.126 | 0.083 |
| 2020 | -0.174 | 0.654 | 0.079 | -0.040 |
| 2019 | 0.050 | 0.099 | 0.097 | 0.140 |
| 2018 | -0.086 | 0.044 | -0.139 | 0.131 |
| 2017 | 0.154 | -0.064 | 0.002 | -0.013 |
| 2016 | 0.329 | 0.445 | 0.022 | -0.181 |
| 2015 | 0.032 | -0.004 | -0.185 | 0.054 |
| 2014 | 0.165 | 0.122 | -0.165 | -0.091 |
| 2013 | -0.149 | -0.328 | 0.110 | -0.118 |
| 2012 | 0.005 | -0.186 | 0.198 | -0.107 |
| 2011 | -0.029 | -0.128 | -0.062 | -0.094 |
| 2010 | -0.014 | 0.128 | 0.261 | 0.250 |
| 2009 | 0.160 | 0.066 | 0.144 | 0.172 |
| 2008 | 0.059 | -0.005 | -0.322 | 0.034 |
| 2007 | 0.020 | -0.039 | 0.069 | 0.040 |
| 2006 | 0.267 | 0.033 | -0.005 | 0.170 |
| 2005 | -0.048 | 0.002 | 0.131 | 0.161 |
| 2004 | -0.076 | -0.152 | 0.100 | -0.040 |
| 2003 | -0.123 | 0.024 | 0.433 | 0.284 |
| 2002 | 0.584 | 0.290 | -0.023 | 0.267 |
| 2001 | 0.041 | 0.165 | 0.106 | 0.003 |
| 2000 | 0.016 | -0.003 | -0.034 | -0.077 |
| 1999 | -0.054 | -0.069 | 0.172 | -0.142 |
| 1998 | 0.023 | -0.138 | -0.011 | -0.021 |
| 1997 | -0.061 | -0.105 | 0.039 | -0.240 |
| 1996 | 0.490 | -0.029 | 0.040 | -0.077 |
| 1995 | 0.045 | 0.263 | 0.085 | 0.143 |
| 1994 | 0.015 | -0.069 | 0.102 | -0.077 |
| 1993 | 0.101 | 0.224 | -0.060 | 0.137 |
| 1992 | -0.017 | 0.030 | 0.073 | -0.026 |
| 1991 | -0.087 | 0.017 | -0.057 | 0.054 |
| 1990 | -0.053 | -0.048 | 0.107 | -0.057 |
| 1989 | 0.019 | 0.008 | -0.036 | 0.063 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.603 |
| 3 years | 0.138 |
| 5 years | 0.107 |
| 10 years | 0.139 |