Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 61 |
| 1 month | -0.014 | 0 | 67 |
| 3 months | 0.012 | 0 | 61 |
| 1 year | 0.146 | 0 | 23 |
| 3 years | 0.050 | 0 | 58 |
| 5 years | 0.148 | 0 | 36 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.203 | — |
| 2023 | 0.068 | — |
| 2022 | -0.043 | — |
| 2021 | 0.237 | — |
| 2020 | 0.020 | — |
| 2019 | 0.187 | — |
| 2018 | -0.108 | — |
| 2017 | 0.068 | — |
| 2016 | 0.200 | — |
| 2015 | -0.105 | — |
| 2014 | 0.091 | — |
| 2013 | 0.133 | — |
| 2012 | 0.079 | — |
| 2011 | -0.024 | — |
| 2010 | 0.137 | — |
| 2009 | 0.281 | — |
| 2008 | -0.291 | — |
| 2007 | 0.064 | — |
| 2006 | 0.121 | — |
| 2005 | 0.203 | — |
| 2004 | 0.138 | — |
| 2003 | 0.184 | — |
| 2002 | -0.030 | — |
| 2001 | 0.018 | — |
| 2000 | 0.170 | — |
| 1999 | 0.038 | — |
| 1998 | -0.003 | — |
| 1997 | 0.161 | — |
| 1996 | 0.212 | — |
| 1995 | 0.108 | — |
| 1994 | -0.068 | — |
| 1993 | 0.269 | — |
| 1992 | -0.012 | — |
| 1991 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.062 | -0.004 | 0.103 | 0.031 |
| 2023 | 0.012 | 0.006 | -0.025 | 0.077 |
| 2022 | 0.077 | -0.114 | -0.024 | 0.028 |
| 2021 | 0.077 | 0.075 | 0.004 | 0.064 |
| 2020 | -0.214 | 0.126 | 0.055 | 0.092 |
| 2019 | 0.116 | 0.015 | 0.020 | 0.028 |
| 2018 | -0.038 | 0.047 | 0.007 | -0.121 |
| 2017 | 0.015 | -0.023 | 0.035 | 0.041 |
| 2016 | 0.055 | 0.029 | 0.049 | 0.055 |
| 2015 | 0.001 | -0.023 | -0.066 | -0.019 |
| 2014 | 0.046 | 0.052 | 0.001 | -0.009 |
| 2013 | 0.033 | -0.027 | 0.048 | 0.075 |
| 2012 | 0.038 | -0.038 | 0.041 | 0.038 |
| 2011 | 0.065 | -0.025 | -0.099 | 0.043 |
| 2010 | 0.038 | -0.061 | 0.087 | 0.073 |
| 2009 | -0.029 | 0.177 | 0.092 | 0.026 |
| 2008 | -0.031 | 0.048 | -0.129 | -0.199 |
| 2007 | 0.018 | 0.051 | 0.017 | -0.022 |
| 2006 | 0.055 | -0.018 | 0.025 | 0.057 |
| 2005 | 0.037 | 0.032 | 0.098 | 0.024 |
| 2004 | 0.034 | -0.012 | 0.038 | 0.073 |
| 2003 | -0.025 | 0.077 | 0.027 | 0.097 |
| 2002 | 0.040 | -0.037 | -0.072 | 0.043 |
| 2001 | -0.017 | 0.016 | -0.039 | 0.059 |
| 2000 | 0.022 | 0.083 | 0.055 | 0.002 |
| 1999 | -0.006 | 0.040 | -0.025 | 0.029 |
| 1998 | 0.080 | 0.006 | -0.155 | 0.087 |
| 1997 | 0.015 | 0.062 | 0.040 | 0.036 |
| 1996 | 0.020 | 0.038 | 0.051 | 0.090 |
| 1995 | 0.022 | 0.048 | 0.001 | 0.034 |
| 1994 | -0.033 | -0.074 | 0.061 | -0.019 |
| 1993 | 0.077 | 0.070 | 0.034 | 0.065 |
| 1992 | -0.018 | -0.019 | 0.015 | 0.010 |
| 1991 | 0.035 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.146 |
| 3 years | 0.050 |
| 5 years | 0.148 |
| 10 years | 0.067 |