Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.211 | 0 | 41 |
| 1 month | 0.003 | 0 | 30 |
| 3 months | 0.060 | 0 | 38 |
| 1 year | 0.197 | 0 | 41 |
| 3 years | 0.120 | 0 | 48 |
| 5 years | 0.118 | 0 | 34 |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.076 | — |
| 2022 | 0.003 | — |
| 2021 | 0.180 | — |
| 2020 | -0.095 | — |
| 2019 | 0.187 | — |
| 2018 | -0.095 | — |
| 2017 | 0.127 | — |
| 2016 | 0.161 | — |
| 2015 | 0.012 | — |
| 2014 | 0.013 | — |
| 2013 | 0.208 | — |
| 2012 | 0.114 | — |
| 2011 | -0.044 | — |
| 2010 | 0.140 | — |
| 2009 | 0.291 | — |
| 2008 | -0.297 | — |
| 2007 | 0.044 | — |
| 2006 | 0.157 | — |
| 2005 | 0.211 | — |
| 2004 | 0.118 | — |
| 2003 | 0.196 | — |
| 2002 | -0.226 | — |
| 2001 | -0.141 | — |
| 2000 | -0.062 | — |
| 1999 | 0.233 | — |
| 1998 | 0.127 | — |
| 1997 | 0.229 | — |
| 1996 | 0.157 | — |
| 1995 | 0.231 | — |
| 1994 | -0.065 | — |
| 1993 | 0.287 | — |
| 1992 | 0.228 | — |
| 1991 | 0.173 | — |
| 1990 | -0.086 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.045 | 0.043 | 0.068 | — |
| 2024 | 0.035 | 0.036 | 0.022 | -0.004 |
| 2023 | 0.030 | -0.005 | 0.018 | 0.031 |
| 2022 | 0.005 | -0.050 | -0.035 | 0.089 |
| 2021 | 0.051 | 0.055 | 0.022 | 0.041 |
| 2020 | -0.247 | 0.101 | -0.030 | 0.126 |
| 2019 | 0.093 | 0.032 | 0.012 | 0.041 |
| 2018 | -0.068 | 0.090 | -0.009 | -0.101 |
| 2017 | 0.040 | 0.013 | 0.021 | 0.048 |
| 2016 | -0.006 | 0.046 | 0.076 | 0.037 |
| 2015 | 0.046 | -0.014 | -0.057 | 0.041 |
| 2014 | -0.007 | 0.023 | -0.010 | 0.007 |
| 2013 | 0.102 | -0.015 | 0.054 | 0.055 |
| 2012 | 0.058 | -0.028 | 0.044 | 0.037 |
| 2011 | 0.004 | 0.018 | -0.136 | 0.083 |
| 2010 | 0.061 | -0.119 | 0.133 | 0.076 |
| 2009 | -0.093 | 0.109 | 0.218 | 0.054 |
| 2008 | -0.100 | -0.015 | -0.122 | -0.096 |
| 2007 | 0.026 | 0.044 | -0.020 | -0.005 |
| 2006 | 0.078 | -0.020 | 0.034 | 0.059 |
| 2005 | 0.028 | 0.049 | 0.078 | 0.041 |
| 2004 | 0.003 | 0.020 | 0.026 | 0.065 |
| 2003 | -0.074 | 0.142 | 0.036 | 0.092 |
| 2002 | 0.026 | -0.110 | -0.197 | 0.055 |
| 2001 | -0.085 | 0.010 | -0.136 | 0.076 |
| 2000 | -0.036 | -0.021 | 0.004 | -0.010 |
| 1999 | 0.088 | 0.023 | -0.036 | 0.150 |
| 1998 | 0.162 | -0.011 | -0.138 | 0.138 |
| 1997 | 0.051 | 0.048 | 0.134 | -0.016 |
| 1996 | 0.035 | 0.016 | 0.060 | 0.039 |
| 1995 | 0.026 | 0.060 | 0.082 | 0.046 |
| 1994 | -0.062 | -0.051 | 0.030 | 0.021 |
| 1993 | 0.044 | 0.026 | 0.067 | 0.126 |
| 1992 | 0.029 | 0.043 | 0.015 | 0.128 |
| 1991 | 0.169 | -0.005 | 0.088 | -0.072 |
| 1990 | -0.047 | 0.048 | -0.149 | 0.076 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.197 |
| 3 years | 0.120 |
| 5 years | 0.118 |
| 10 years | 0.078 |
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