Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 4 |
| 1 month | 0.000 | 0 | 27 |
| 3 months | 0.017 | 0 | 3 |
| 1 year | 0.068 | 0 | 11 |
| 3 years | 0.029 | 0 | 45 |
| 5 years | 0.061 | 0 | 13 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.044 | — |
| 2023 | 0.054 | — |
| 2022 | -0.073 | — |
| 2021 | 0.087 | — |
| 2020 | -0.013 | — |
| 2019 | 0.131 | — |
| 2018 | -0.043 | — |
| 2017 | 0.091 | — |
| 2016 | 0.076 | — |
| 2015 | 0.059 | — |
| 2014 | 0.083 | — |
| 2013 | 0.182 | — |
| 2012 | 0.156 | — |
| 2011 | -0.020 | — |
| 2010 | 0.104 | — |
| 2009 | 0.272 | — |
| 2008 | -0.305 | — |
| 2007 | -0.004 | — |
| 2006 | 0.103 | — |
| 2005 | 0.133 | — |
| 2004 | 0.133 | — |
| 2003 | 0.124 | — |
| 2002 | -0.119 | — |
| 2001 | -0.064 | — |
| 2000 | 0.047 | — |
| 1999 | 0.067 | — |
| 1998 | 0.093 | — |
| 1997 | 0.178 | — |
| 1996 | 0.070 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | — | — | — |
| 2024 | 0.009 | 0.016 | 0.042 | -0.022 |
| 2023 | -0.001 | -0.006 | 0.003 | 0.058 |
| 2022 | -0.021 | -0.045 | -0.053 | 0.047 |
| 2021 | 0.022 | 0.038 | 0.014 | 0.010 |
| 2020 | -0.207 | 0.128 | 0.003 | 0.100 |
| 2019 | 0.057 | 0.025 | 0.009 | 0.035 |
| 2018 | -0.033 | 0.035 | 0.009 | -0.052 |
| 2017 | 0.042 | 0.022 | 0.002 | 0.021 |
| 2016 | -0.002 | -0.006 | 0.074 | 0.010 |
| 2015 | 0.053 | 0.003 | -0.028 | 0.031 |
| 2014 | 0.010 | 0.026 | 0.019 | 0.026 |
| 2013 | 0.079 | 0.004 | 0.049 | 0.040 |
| 2012 | 0.062 | -0.009 | 0.057 | 0.038 |
| 2011 | 0.011 | 0.012 | -0.066 | 0.025 |
| 2010 | 0.044 | -0.043 | 0.071 | 0.032 |
| 2009 | -0.065 | 0.132 | 0.154 | 0.041 |
| 2008 | -0.090 | -0.018 | -0.076 | -0.158 |
| 2007 | 0.017 | 0.009 | -0.019 | -0.011 |
| 2006 | 0.040 | -0.026 | 0.039 | 0.048 |
| 2005 | 0.024 | 0.028 | 0.048 | 0.027 |
| 2004 | 0.035 | 0.011 | 0.023 | 0.058 |
| 2003 | -0.029 | 0.097 | 0.036 | 0.020 |
| 2002 | 0.023 | -0.041 | -0.096 | -0.007 |
| 2001 | -0.037 | 0.015 | -0.106 | 0.070 |
| 2000 | -0.042 | 0.027 | 0.020 | 0.043 |
| 1999 | 0.036 | 0.013 | -0.033 | 0.052 |
| 1998 | 0.118 | -0.004 | -0.063 | 0.047 |
| 1997 | 0.042 | 0.022 | 0.105 | 0.001 |
| 1996 | 0.006 | 0.015 | 0.020 | 0.027 |
| 1995 | 0.026 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.029 |
| 5 years | 0.061 |
| 10 years | 0.037 |