Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.158 | 0 | 18 |
| 1 month | -0.001 | 0 | 78 |
| 3 months | 0.031 | 0 | 60 |
| 1 year | 0.141 | 0 | 13 |
| 3 years | 0.084 | 0 | 66 |
| 5 years | 0.024 | 0 | 91 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.045 | — |
| 2022 | -0.153 | — |
| 2021 | 0.013 | — |
| 2020 | 0.126 | — |
| 2019 | 0.123 | — |
| 2018 | -0.088 | — |
| 2017 | 0.201 | — |
| 2016 | 0.028 | — |
| 2015 | -0.016 | — |
| 2014 | 0.017 | — |
| 2013 | 0.084 | — |
| 2012 | 0.099 | — |
| 2011 | -0.066 | — |
| 2010 | 0.069 | — |
| 2009 | 0.216 | — |
| 2008 | -0.188 | — |
| 2007 | 0.151 | — |
| 2006 | 0.143 | — |
| 2005 | 0.053 | — |
| 2004 | 0.095 | — |
| 2003 | 0.219 | — |
| 2002 | -0.022 | — |
| 2001 | -0.051 | — |
| 2000 | -0.065 | — |
| 1999 | 0.167 | — |
| 1998 | -0.007 | — |
| 1997 | -0.031 | — |
| 1996 | 0.157 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | 0.072 | 0.040 | — |
| 2024 | 0.015 | 0.014 | 0.067 | -0.049 |
| 2023 | 0.036 | -0.010 | -0.035 | 0.056 |
| 2022 | -0.060 | -0.083 | -0.083 | 0.072 |
| 2021 | 0.012 | 0.031 | -0.026 | -0.002 |
| 2020 | -0.118 | 0.097 | 0.050 | 0.109 |
| 2019 | 0.077 | 0.014 | -0.007 | 0.036 |
| 2018 | -0.001 | -0.020 | -0.001 | -0.067 |
| 2017 | 0.050 | 0.048 | 0.041 | 0.048 |
| 2016 | -0.004 | 0.013 | 0.049 | -0.028 |
| 2015 | 0.032 | 0.000 | -0.074 | 0.029 |
| 2014 | -0.006 | 0.028 | -0.021 | 0.017 |
| 2013 | 0.017 | -0.024 | 0.060 | 0.030 |
| 2012 | 0.058 | -0.029 | 0.041 | 0.027 |
| 2011 | 0.014 | 0.007 | -0.103 | 0.020 |
| 2010 | 0.005 | -0.045 | 0.083 | 0.030 |
| 2009 | -0.045 | 0.140 | 0.099 | 0.016 |
| 2008 | -0.053 | -0.025 | -0.093 | -0.030 |
| 2007 | 0.017 | 0.044 | 0.073 | 0.009 |
| 2006 | 0.044 | -0.005 | 0.032 | 0.066 |
| 2005 | -0.009 | 0.006 | 0.042 | 0.015 |
| 2004 | 0.027 | -0.029 | 0.022 | 0.073 |
| 2003 | -0.022 | 0.095 | 0.056 | 0.077 |
| 2002 | 0.003 | 0.007 | -0.060 | 0.031 |
| 2001 | -0.050 | 0.012 | -0.057 | 0.046 |
| 2000 | 0.008 | -0.039 | -0.020 | -0.014 |
| 1999 | 0.001 | 0.038 | -0.004 | 0.128 |
| 1998 | 0.056 | -0.060 | -0.048 | 0.051 |
| 1997 | 0.003 | 0.092 | 0.014 | -0.128 |
| 1996 | 0.039 | 0.034 | 0.024 | 0.052 |
| 1995 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.141 |
| 3 years | 0.084 |
| 5 years | 0.024 |
| 10 years | 0.044 |
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