Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.108 | 0 | 14 |
| 1 month | 0.074 | 0 | 17 |
| 3 months | 0.063 | 0 | 16 |
| 1 year | 0.252 | 0 | 14 |
| 3 years | 0.131 | 0 | 12 |
| 5 years | 0.029 | 0 | 79 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.264 | — |
| 2023 | 0.076 | — |
| 2022 | -0.273 | — |
| 2021 | -0.136 | — |
| 2020 | 0.250 | — |
| 2019 | 0.176 | — |
| 2018 | -0.091 | — |
| 2017 | 0.391 | — |
| 2016 | -0.059 | — |
| 2015 | 0.167 | — |
| 2014 | 0.079 | — |
| 2013 | 0.118 | — |
| 2012 | 0.197 | — |
| 2011 | -0.158 | — |
| 2010 | 0.144 | — |
| 2009 | 0.410 | — |
| 2008 | -0.338 | — |
| 2007 | 0.161 | — |
| 2006 | 0.398 | — |
| 2005 | 0.224 | — |
| 2004 | 0.078 | — |
| 2003 | 0.114 | — |
| 2002 | -0.209 | — |
| 2001 | -0.087 | — |
| 2000 | -0.152 | — |
| 1999 | 0.552 | — |
| 1998 | 0.079 | — |
| 1997 | -0.226 | — |
| 1996 | 0.217 | — |
| 1995 | 0.199 | — |
| 1994 | -0.167 | — |
| 1993 | 0.864 | — |
| 1992 | 0.286 | — |
| 1991 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | 0.063 | — | — |
| 2024 | 0.043 | 0.071 | 0.121 | 0.008 |
| 2023 | 0.077 | -0.041 | -0.007 | 0.049 |
| 2022 | -0.220 | -0.030 | -0.136 | 0.113 |
| 2021 | 0.028 | 0.005 | -0.089 | -0.082 |
| 2020 | -0.099 | 0.136 | 0.087 | 0.123 |
| 2019 | 0.108 | -0.004 | 0.003 | 0.061 |
| 2018 | 0.052 | -0.037 | -0.056 | -0.050 |
| 2017 | 0.125 | 0.084 | 0.033 | 0.105 |
| 2016 | -0.075 | 0.023 | 0.085 | -0.083 |
| 2015 | 0.162 | 0.014 | -0.086 | 0.084 |
| 2014 | -0.010 | 0.023 | 0.018 | 0.046 |
| 2013 | 0.022 | -0.034 | 0.048 | 0.080 |
| 2012 | 0.095 | -0.024 | 0.027 | 0.091 |
| 2011 | -0.032 | -0.004 | -0.147 | 0.023 |
| 2010 | -0.028 | -0.029 | 0.158 | 0.046 |
| 2009 | 0.017 | 0.205 | 0.097 | 0.049 |
| 2008 | -0.115 | -0.048 | -0.177 | -0.045 |
| 2007 | -0.014 | 0.066 | 0.096 | 0.007 |
| 2006 | 0.097 | -0.034 | 0.064 | 0.241 |
| 2005 | 0.030 | 0.046 | 0.061 | 0.071 |
| 2004 | 0.080 | -0.080 | 0.001 | 0.083 |
| 2003 | -0.141 | 0.054 | 0.164 | 0.057 |
| 2002 | -0.002 | -0.110 | -0.126 | 0.019 |
| 2001 | -0.074 | -0.014 | -0.184 | 0.225 |
| 2000 | 0.023 | -0.123 | -0.009 | -0.046 |
| 1999 | 0.060 | 0.154 | -0.058 | 0.346 |
| 1998 | 0.102 | -0.238 | -0.081 | 0.399 |
| 1997 | -0.035 | 0.099 | -0.002 | -0.268 |
| 1996 | 0.066 | 0.005 | 0.039 | 0.094 |
| 1995 | 0.042 | 0.050 | 0.027 | 0.068 |
| 1994 | -0.163 | -0.001 | 0.096 | -0.091 |
| 1993 | 0.104 | 0.132 | 0.113 | 0.340 |
| 1992 | 0.091 | 0.141 | -0.013 | 0.046 |
| 1991 | 0.089 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.252 |
| 3 years | 0.131 |
| 5 years | 0.029 |
| 10 years | 0.051 |