Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 5 |
| 1 month | 0.003 | 0 | 10 |
| 3 months | -0.010 | 0 | 7 |
| 1 year | 0.019 | 0 | 66 |
| 3 years | 0.005 | 0 | 95 |
| 5 years | 0.027 | 0 | 98 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.015 | — |
| 2023 | 0.051 | — |
| 2022 | -0.075 | — |
| 2021 | 0.088 | — |
| 2020 | -0.056 | — |
| 2019 | 0.147 | — |
| 2018 | -0.068 | — |
| 2017 | 0.033 | — |
| 2016 | 0.069 | — |
| 2015 | 0.051 | — |
| 2014 | 0.090 | — |
| 2013 | 0.131 | — |
| 2012 | 0.085 | — |
| 2011 | 0.093 | — |
| 2010 | 0.088 | — |
| 2009 | 0.198 | — |
| 2008 | -0.136 | — |
| 2007 | 0.048 | — |
| 2006 | 0.096 | — |
| 2005 | 0.157 | — |
| 2004 | 0.140 | — |
| 2003 | 0.156 | — |
| 2002 | -0.105 | — |
| 2001 | -0.009 | — |
| 2000 | 0.055 | — |
| 1999 | 0.050 | — |
| 1998 | 0.183 | — |
| 1997 | 0.217 | — |
| 1996 | 0.128 | — |
| 1995 | 0.117 | — |
| 1994 | -0.105 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | — | — | — |
| 2024 | 0.006 | 0.017 | 0.022 | -0.030 |
| 2023 | 0.030 | -0.035 | 0.017 | 0.040 |
| 2022 | -0.006 | -0.049 | -0.066 | 0.047 |
| 2021 | 0.000 | 0.039 | 0.012 | 0.035 |
| 2020 | -0.137 | 0.071 | -0.026 | 0.048 |
| 2019 | 0.065 | 0.009 | 0.033 | 0.034 |
| 2018 | -0.047 | 0.049 | -0.008 | -0.060 |
| 2017 | 0.038 | 0.007 | -0.018 | 0.006 |
| 2016 | 0.006 | 0.029 | 0.050 | -0.017 |
| 2015 | 0.046 | -0.026 | 0.005 | 0.026 |
| 2014 | 0.025 | 0.029 | 0.002 | 0.030 |
| 2013 | 0.093 | -0.009 | 0.019 | 0.025 |
| 2012 | 0.022 | 0.019 | 0.037 | 0.005 |
| 2011 | 0.013 | 0.031 | -0.007 | 0.054 |
| 2010 | 0.027 | -0.030 | 0.071 | 0.019 |
| 2009 | -0.057 | 0.067 | 0.148 | 0.037 |
| 2008 | -0.067 | -0.052 | -0.036 | 0.015 |
| 2007 | 0.017 | 0.029 | -0.004 | 0.006 |
| 2006 | 0.055 | -0.025 | 0.038 | 0.026 |
| 2005 | 0.027 | 0.030 | 0.048 | 0.043 |
| 2004 | 0.032 | 0.013 | 0.030 | 0.058 |
| 2003 | -0.027 | 0.104 | 0.028 | 0.047 |
| 2002 | 0.044 | -0.041 | -0.104 | -0.002 |
| 2001 | -0.019 | 0.015 | -0.067 | 0.066 |
| 2000 | -0.019 | 0.015 | 0.021 | 0.037 |
| 1999 | 0.045 | 0.001 | -0.043 | 0.048 |
| 1998 | 0.105 | 0.006 | -0.017 | 0.082 |
| 1997 | 0.036 | 0.051 | 0.104 | 0.013 |
| 1996 | 0.003 | 0.034 | 0.043 | 0.043 |
| 1995 | -0.040 | 0.036 | 0.059 | 0.060 |
| 1994 | -0.039 | -0.051 | -0.004 | -0.014 |
| 1993 | 0.064 | 0.066 | 0.075 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.005 |
| 5 years | 0.027 |
| 10 years | 0.021 |