Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.100 | 0 | 48 |
| 1 month | -0.001 | 0 | 69 |
| 3 months | 0.035 | 0 | 44 |
| 1 year | 0.143 | 0 | 47 |
| 3 years | 0.184 | 0 | 30 |
| 5 years | 0.174 | 0 | 44 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.281 | — |
| 2022 | -0.102 | — |
| 2021 | 0.236 | — |
| 2020 | -0.060 | — |
| 2019 | 0.256 | — |
| 2018 | -0.141 | — |
| 2017 | 0.191 | — |
| 2016 | -0.052 | — |
| 2015 | 0.210 | — |
| 2014 | 0.024 | — |
| 2013 | 0.217 | — |
| 2012 | 0.120 | — |
| 2011 | -0.187 | — |
| 2010 | -0.048 | — |
| 2009 | 0.235 | — |
| 2008 | -0.458 | — |
| 2007 | -0.097 | — |
| 2006 | 0.198 | — |
| 2005 | 0.116 | — |
| 2004 | 0.163 | — |
| 2003 | 0.186 | — |
| 2002 | -0.223 | — |
| 2001 | -0.245 | — |
| 2000 | 0.196 | — |
| 1999 | 0.564 | — |
| 1998 | 0.402 | — |
| 1997 | 0.565 | — |
| 1996 | 0.249 | — |
| 1995 | -0.068 | — |
| 1994 | -0.064 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.102 | — | — | — |
| 2024 | 0.133 | -0.016 | 0.029 | 0.017 |
| 2023 | 0.128 | 0.062 | -0.003 | 0.073 |
| 2022 | -0.094 | -0.108 | -0.026 | 0.142 |
| 2021 | 0.089 | 0.033 | 0.024 | 0.073 |
| 2020 | -0.257 | 0.123 | -0.018 | 0.148 |
| 2019 | 0.139 | 0.021 | 0.028 | 0.052 |
| 2018 | 0.021 | 0.000 | -0.044 | -0.120 |
| 2017 | 0.080 | 0.037 | 0.096 | -0.029 |
| 2016 | -0.144 | -0.072 | 0.035 | 0.153 |
| 2015 | 0.233 | -0.015 | -0.026 | 0.024 |
| 2014 | 0.122 | -0.012 | -0.018 | -0.060 |
| 2013 | -0.014 | 0.017 | 0.111 | 0.092 |
| 2012 | 0.075 | -0.070 | 0.061 | 0.056 |
| 2011 | 0.061 | -0.039 | -0.217 | 0.019 |
| 2010 | -0.006 | -0.115 | 0.061 | 0.020 |
| 2009 | -0.123 | 0.210 | 0.170 | -0.004 |
| 2008 | -0.184 | -0.024 | -0.136 | -0.213 |
| 2007 | 0.034 | 0.028 | -0.091 | -0.066 |
| 2006 | 0.090 | -0.030 | 0.041 | 0.088 |
| 2005 | 0.024 | 0.020 | 0.074 | -0.006 |
| 2004 | 0.007 | 0.072 | -0.040 | 0.122 |
| 2003 | -0.062 | 0.184 | 0.005 | 0.062 |
| 2002 | 0.053 | -0.136 | -0.242 | 0.128 |
| 2001 | -0.106 | -0.003 | -0.225 | 0.092 |
| 2000 | 0.170 | 0.029 | 0.058 | -0.061 |
| 1999 | 0.074 | 0.045 | 0.006 | 0.386 |
| 1998 | 0.378 | -0.054 | -0.144 | 0.256 |
| 1997 | 0.067 | 0.164 | 0.181 | 0.067 |
| 1996 | 0.024 | 0.165 | -0.009 | 0.056 |
| 1995 | -0.171 | 0.075 | 0.032 | 0.013 |
| 1994 | 0.107 | -0.039 | -0.036 | -0.087 |
| 1993 | 0.043 | 0.053 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.168 |
| 5 years | 0.165 |
| 10 years | 0.071 |