Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | -0.005 | 89 |
| 1 month | -0.001 | -0.003 | 98 |
| 3 months | -0.007 | -0.005 | 90 |
| 1 year | -0.005 | 0.004 | 87 |
| 3 years | 0.016 | 0.025 | 49 |
| 5 years | 0.009 | 0.036 | 45 |
| 10 years | 0.035 | 0.036 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | — | — |
| 2020 | 0.030 | — |
| 2019 | 0.046 | — |
| 2018 | -0.002 | — |
| 2017 | 0.007 | — |
| 2016 | 0.035 | — |
| 2015 | -0.001 | 0.004 |
| 2014 | 0.119 | 0.080 |
| 2013 | 0.003 | 0.017 |
| 2012 | 0.106 | 0.094 |
| 2011 | 0.052 | 0.014 |
| 2010 | 0.034 | 0.024 |
| 2009 | 0.074 | 0.075 |
| 2008 | 0.065 | 0.008 |
| 2007 | -0.030 | 0.004 |
| 2006 | -0.027 | -0.002 |
| 2005 | 0.053 | 0.033 |
| 2004 | 0.079 | 0.052 |
| 2003 | 0.047 | 0.037 |
| 2002 | 0.110 | 0.068 |
| 2001 | 0.067 | 0.050 |
| 2000 | 0.065 | 0.052 |
| 1999 | -0.030 | -0.016 |
| 1998 | 0.141 | 0.087 |
| 1997 | 0.100 | 0.064 |
| 1996 | 0.082 | 0.100 |
| 1995 | 0.180 | 0.135 |
| 1994 | -0.058 | -0.041 |
| 1993 | 0.183 | 0.164 |
| 1992 | 0.182 | 0.100 |
| 1991 | 0.136 | 0.103 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | -0.019 | -0.021 | — | — |
| 2020 | -0.013 | 0.022 | 0.014 | 0.007 |
| 2019 | 0.020 | 0.028 | 0.022 | -0.024 |
| 2018 | 0.004 | -0.003 | -0.006 | 0.004 |
| 2017 | -0.010 | 0.002 | 0.005 | 0.011 |
| 2016 | 0.027 | 0.017 | 0.013 | -0.022 |
| 2015 | 0.033 | -0.049 | 0.013 | 0.004 |
| 2014 | 0.034 | 0.030 | 0.026 | 0.024 |
| 2013 | 0.007 | -0.017 | 0.005 | 0.007 |
| 2012 | 0.026 | 0.018 | 0.032 | 0.027 |
| 2011 | -0.009 | 0.018 | 0.035 | 0.007 |
| 2010 | 0.030 | 0.013 | 0.026 | -0.034 |
| 2009 | -0.012 | 0.036 | 0.050 | -0.002 |
| 2008 | 0.020 | -0.029 | 0.024 | 0.051 |
| 2007 | -0.018 | -0.019 | 0.009 | -0.002 |
| 2006 | -0.031 | -0.018 | 0.032 | -0.010 |
| 2005 | 0.008 | 0.046 | 0.001 | -0.004 |
| 2004 | 0.034 | -0.010 | 0.025 | 0.028 |
| 2003 | 0.025 | 0.031 | 0.002 | -0.011 |
| 2002 | -0.005 | 0.029 | 0.057 | 0.026 |
| 2001 | 0.029 | 0.004 | 0.030 | 0.002 |
| 2000 | 0.015 | 0.000 | 0.013 | 0.037 |
| 1999 | 0.010 | -0.021 | -0.021 | 0.002 |
| 1998 | 0.039 | 0.019 | 0.055 | 0.022 |
| 1997 | 0.037 | 0.024 | 0.013 | 0.023 |
| 1996 | 0.006 | 0.012 | 0.051 | 0.011 |
| 1995 | 0.045 | 0.036 | 0.039 | 0.050 |
| 1994 | -0.045 | -0.019 | -0.012 | 0.017 |
| 1993 | 0.047 | 0.023 | 0.057 | 0.044 |
| 1992 | 0.037 | 0.021 | 0.051 | 0.063 |
| 1991 | 0.063 | 0.024 | 0.014 | 0.030 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.015 |
| 5 years | 0.008 |
| 10 years | 0.035 |