Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 44 |
| 1 month | -0.003 | 0 | 48 |
| 3 months | -0.016 | 0 | 45 |
| 1 year | 0.031 | 0 | 69 |
| 3 years | 0.003 | 0 | 89 |
| 5 years | 0.009 | 0 | 81 |
| 10 years | -0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.042 | — |
| 2023 | 0.054 | — |
| 2022 | -0.147 | — |
| 2021 | 0.031 | — |
| 2020 | 0.003 | — |
| 2019 | 0.073 | — |
| 2018 | -0.051 | — |
| 2017 | 0.016 | — |
| 2016 | -0.003 | — |
| 2015 | 0.003 | — |
| 2014 | 0.039 | — |
| 2013 | 0.017 | — |
| 2012 | 0.077 | — |
| 2011 | -0.028 | — |
| 2010 | 0.026 | — |
| 2009 | 0.053 | — |
| 2008 | -0.135 | — |
| 2007 | 0.022 | — |
| 2006 | 0.043 | — |
| 2005 | 0.067 | — |
| 2004 | 0.055 | — |
| 2003 | 0.084 | — |
| 2002 | 0.011 | — |
| 2001 | -0.004 | — |
| 2000 | 0.010 | — |
| 1999 | 0.029 | — |
| 1998 | 0.110 | — |
| 1997 | 0.188 | — |
| 1996 | 0.163 | — |
| 1995 | 0.023 | — |
| 1994 | 0.043 | — |
| 1993 | 0.119 | — |
| 1992 | 0.099 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.017 | 0.001 | 0.023 | 0.000 |
| 2023 | 0.014 | 0.004 | -0.007 | 0.042 |
| 2022 | -0.053 | -0.077 | -0.028 | 0.004 |
| 2021 | 0.007 | 0.016 | 0.005 | 0.003 |
| 2020 | -0.114 | 0.067 | 0.019 | 0.042 |
| 2019 | 0.029 | 0.014 | 0.019 | 0.010 |
| 2018 | -0.009 | -0.007 | -0.004 | -0.032 |
| 2017 | 0.006 | 0.005 | 0.007 | -0.002 |
| 2016 | -0.014 | -0.009 | 0.012 | 0.008 |
| 2015 | 0.033 | -0.014 | -0.021 | 0.006 |
| 2014 | 0.017 | 0.015 | 0.004 | 0.002 |
| 2013 | 0.011 | -0.014 | 0.013 | 0.008 |
| 2012 | 0.044 | -0.011 | 0.033 | 0.010 |
| 2011 | 0.002 | -0.003 | -0.040 | 0.013 |
| 2010 | 0.020 | -0.018 | 0.027 | -0.003 |
| 2009 | -0.011 | 0.030 | 0.035 | -0.001 |
| 2008 | -0.044 | 0.016 | -0.028 | -0.085 |
| 2007 | 0.013 | 0.017 | -0.007 | -0.001 |
| 2006 | 0.016 | -0.014 | 0.017 | 0.023 |
| 2005 | 0.009 | 0.025 | 0.029 | 0.002 |
| 2004 | 0.024 | -0.009 | 0.009 | 0.030 |
| 2003 | 0.004 | 0.044 | 0.012 | 0.022 |
| 2002 | -0.002 | -0.011 | -0.001 | 0.025 |
| 2001 | -0.004 | -0.010 | -0.008 | 0.018 |
| 2000 | 0.028 | -0.016 | 0.009 | -0.010 |
| 1999 | -0.003 | -0.003 | -0.017 | 0.052 |
| 1998 | 0.118 | 0.003 | -0.044 | 0.036 |
| 1997 | 0.052 | 0.067 | 0.028 | 0.030 |
| 1996 | 0.050 | 0.051 | 0.018 | 0.035 |
| 1995 | -0.022 | 0.029 | 0.018 | -0.001 |
| 1994 | 0.021 | 0.005 | 0.000 | 0.017 |
| 1993 | 0.030 | 0.039 | 0.008 | 0.038 |
| 1992 | 0.058 | 0.027 | -0.017 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.003 |
| 5 years | 0.009 |
| 10 years | -0.003 |