Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 4 |
| 1 month | -0.011 | 0 | 25 |
| 3 months | 0.017 | 0 | 6 |
| 1 year | 0.267 | 0 | 3 |
| 3 years | 0.089 | 0 | 1 |
| 5 years | 0.072 | 0 | 9 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.264 | — |
| 2023 | 0.035 | — |
| 2022 | -0.103 | — |
| 2021 | 0.030 | — |
| 2020 | 0.017 | — |
| 2019 | 0.088 | — |
| 2018 | -0.061 | — |
| 2017 | 0.135 | — |
| 2016 | 0.027 | — |
| 2015 | -0.065 | — |
| 2014 | 0.044 | — |
| 2013 | 0.013 | — |
| 2012 | 0.109 | — |
| 2011 | -0.114 | — |
| 2010 | 0.091 | — |
| 2009 | 0.358 | — |
| 2008 | -0.307 | — |
| 2007 | 0.129 | — |
| 2006 | 0.275 | — |
| 2005 | 0.103 | — |
| 2004 | 0.092 | — |
| 2003 | 0.229 | — |
| 2002 | -0.047 | — |
| 2001 | -0.061 | — |
| 2000 | -0.080 | — |
| 1999 | 0.568 | — |
| 1998 | -0.021 | — |
| 1997 | -0.168 | — |
| 1996 | 0.005 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | — | — | — |
| 2024 | 0.011 | 0.066 | 0.101 | 0.065 |
| 2023 | 0.047 | -0.026 | -0.003 | 0.018 |
| 2022 | -0.021 | -0.100 | -0.007 | 0.025 |
| 2021 | 0.057 | 0.004 | 0.000 | -0.028 |
| 2020 | -0.142 | 0.075 | 0.005 | 0.097 |
| 2019 | 0.028 | 0.041 | -0.008 | 0.025 |
| 2018 | 0.014 | -0.032 | 0 | -0.043 |
| 2017 | 0.060 | 0.025 | 0.004 | 0.041 |
| 2016 | 0.003 | 0.012 | 0.016 | -0.005 |
| 2015 | 0.016 | -0.011 | -0.092 | 0.024 |
| 2014 | -0.006 | 0.029 | 0.007 | 0.014 |
| 2013 | 0.030 | -0.033 | 0.011 | 0.005 |
| 2012 | 0.067 | -0.023 | 0.042 | 0.020 |
| 2011 | -0.013 | 0.003 | -0.099 | -0.007 |
| 2010 | 0.001 | -0.005 | 0.060 | 0.034 |
| 2009 | -0.015 | 0.175 | 0.109 | 0.057 |
| 2008 | -0.080 | -0.011 | -0.118 | -0.137 |
| 2007 | 0.073 | 0.085 | 0.012 | -0.042 |
| 2006 | 0.092 | -0.032 | 0.057 | 0.140 |
| 2005 | 0.012 | 0.053 | 0.048 | -0.012 |
| 2004 | 0.078 | -0.029 | 0.024 | 0.019 |
| 2003 | -0.011 | 0.088 | 0.094 | 0.045 |
| 2002 | 0.080 | -0.053 | -0.094 | 0.028 |
| 2001 | -0.067 | 0.046 | -0.154 | 0.138 |
| 2000 | 0.004 | -0.081 | -0.011 | 0.007 |
| 1999 | 0.073 | 0.292 | -0.074 | 0.221 |
| 1998 | 0.082 | -0.192 | -0.050 | 0.179 |
| 1997 | -0.015 | -0.026 | 0.032 | -0.159 |
| 1996 | 0.036 | -0.010 | -0.040 | 0.021 |
| 1995 | 0.037 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.143 |
| 3 years | 0.052 |
| 5 years | 0.050 |
| 10 years | 0.021 |