Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 55 |
| 1 month | -0.082 | 0 | 80 |
| 3 months | -0.018 | 0 | 60 |
| 1 year | 0.078 | 0 | 60 |
| 3 years | -0.065 | 0 | 82 |
| 5 years | -0.045 | 0 | 76 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | -0.263 | — |
| 2022 | -0.165 | — |
| 2021 | -0.135 | — |
| 2020 | 0.330 | — |
| 2019 | 0.206 | — |
| 2018 | -0.065 | — |
| 2017 | 0.221 | — |
| 2016 | 0.219 | — |
| 2015 | -0.018 | — |
| 2014 | 0.049 | — |
| 2013 | -0.055 | — |
| 2012 | 0.132 | — |
| 2011 | -0.144 | — |
| 2010 | 0.340 | — |
| 2009 | 0.498 | — |
| 2008 | -0.316 | — |
| 2007 | 0.432 | — |
| 2006 | -0.334 | — |
| 2005 | 0.125 | — |
| 2004 | 0.141 | — |
| 2003 | 0.682 | — |
| 2002 | 0.042 | — |
| 2001 | 0.021 | — |
| 2000 | 0.311 | — |
| 1999 | 0.580 | — |
| 1998 | 0.318 | — |
| 1997 | 0.066 | — |
| 1996 | 0.347 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.089 | — | — | — |
| 2024 | -0.041 | 0.013 | 0.161 | -0.024 |
| 2023 | -0.026 | -0.163 | -0.021 | -0.078 |
| 2022 | -0.159 | 0.104 | -0.134 | 0.038 |
| 2021 | -0.038 | 0.064 | -0.137 | -0.020 |
| 2020 | -0.093 | 0.189 | 0.106 | 0.115 |
| 2019 | 0.151 | 0.040 | -0.006 | 0.014 |
| 2018 | -0.016 | 0.056 | -0.031 | -0.071 |
| 2017 | 0.121 | 0.023 | -0.007 | 0.072 |
| 2016 | -0.010 | 0.053 | 0.145 | 0.022 |
| 2015 | 0.089 | -0.017 | -0.142 | 0.070 |
| 2014 | -0.043 | 0.042 | 0.041 | 0.011 |
| 2013 | 0.079 | -0.070 | -0.010 | -0.048 |
| 2012 | 0.089 | -0.027 | -0.013 | 0.082 |
| 2011 | -0.059 | 0.016 | -0.150 | 0.053 |
| 2010 | 0.109 | -0.005 | 0.131 | 0.074 |
| 2009 | 0 | 0.226 | 0.164 | 0.050 |
| 2008 | -0.139 | -0.034 | -0.141 | -0.043 |
| 2007 | 0.039 | 0.100 | 0.207 | 0.038 |
| 2006 | -0.382 | -0.054 | 0.068 | 0.067 |
| 2005 | -0.005 | 0.055 | 0.082 | -0.009 |
| 2004 | 0.051 | -0.065 | 0.062 | 0.093 |
| 2003 | -0.006 | 0.169 | 0.237 | 0.171 |
| 2002 | 0.104 | 0.079 | -0.148 | 0.028 |
| 2001 | -0.029 | 0.123 | -0.141 | 0.090 |
| 2000 | 0.237 | 0.067 | -0.001 | -0.006 |
| 1999 | -0.023 | 0.483 | -0.077 | 0.181 |
| 1998 | -0.007 | 0.293 | -0.137 | 0.189 |
| 1997 | 0.074 | 0.197 | 0.105 | -0.250 |
| 1996 | 0.089 | 0.023 | -0.013 | 0.225 |
| 1995 | 0.016 | 0.037 | -0.077 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | -0.065 |
| 5 years | -0.045 |
| 10 years | 0.011 |