Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.136 | 0 | 19 |
| 1 month | 0.059 | 0 | 12 |
| 3 months | 0.136 | 0 | 19 |
| 1 year | -0.136 | 0 | 20 |
| 3 years | -0.042 | 0 | 51 |
| 5 years | 0.087 | 0 | 46 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.269 | — |
| 2023 | 0.288 | — |
| 2022 | 0.071 | — |
| 2021 | -0.146 | — |
| 2020 | -0.134 | — |
| 2019 | 0.223 | — |
| 2018 | -0.079 | — |
| 2017 | 0.230 | — |
| 2016 | 0.239 | — |
| 2015 | -0.285 | — |
| 2014 | -0.181 | — |
| 2013 | -0.171 | — |
| 2012 | 0.108 | — |
| 2011 | -0.225 | — |
| 2010 | 0.182 | — |
| 2009 | 1.013 | — |
| 2008 | -0.506 | — |
| 2007 | 0.396 | — |
| 2006 | 0.539 | — |
| 2005 | 0.378 | — |
| 2004 | 0.500 | — |
| 2003 | 0.709 | — |
| 2002 | -0.207 | — |
| 2001 | -0.033 | — |
| 2000 | -0.278 | — |
| 1999 | 0.442 | — |
| 1998 | -0.370 | — |
| 1997 | 0.183 | — |
| 1996 | 0.150 | — |
| 1995 | 0.045 | — |
| 1994 | -0.033 | — |
| 1993 | 0.297 | — |
| 1992 | 0.059 | — |
| 1991 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.136 | — | — | — |
| 2024 | -0.040 | -0.146 | 0.038 | -0.141 |
| 2023 | 0.023 | 0.156 | -0.068 | 0.169 |
| 2022 | 0.302 | -0.232 | 0.047 | 0.023 |
| 2021 | -0.064 | 0.154 | -0.177 | -0.040 |
| 2020 | -0.442 | 0.221 | -0.023 | 0.300 |
| 2019 | 0.086 | 0.058 | -0.037 | 0.105 |
| 2018 | 0.091 | -0.201 | 0.042 | 0.015 |
| 2017 | 0.139 | -0.013 | 0.144 | -0.044 |
| 2016 | 0.152 | 0.080 | 0.045 | -0.047 |
| 2015 | -0.086 | -0.001 | -0.212 | -0.006 |
| 2014 | -0.011 | 0.038 | -0.079 | -0.134 |
| 2013 | -0.033 | -0.156 | 0.049 | -0.030 |
| 2012 | 0.142 | -0.135 | 0.035 | 0.085 |
| 2011 | -0.034 | -0.016 | -0.264 | 0.106 |
| 2010 | 0.022 | -0.108 | 0.206 | 0.075 |
| 2009 | 0.026 | 0.394 | 0.253 | 0.123 |
| 2008 | -0.031 | 0.104 | -0.282 | -0.357 |
| 2007 | 0.045 | 0.195 | 0.072 | 0.043 |
| 2006 | 0.175 | -0.023 | 0.073 | 0.251 |
| 2005 | -0.030 | 0.070 | 0.274 | 0.042 |
| 2004 | 0.106 | -0.069 | 0.198 | 0.216 |
| 2003 | 0.002 | 0.251 | 0.102 | 0.237 |
| 2002 | 0.088 | -0.195 | -0.227 | 0.170 |
| 2001 | -0.001 | 0.067 | -0.261 | 0.228 |
| 2000 | -0.030 | -0.093 | -0.066 | -0.122 |
| 1999 | 0.152 | 0.101 | -0.141 | 0.324 |
| 1998 | 0.016 | -0.194 | -0.290 | 0.084 |
| 1997 | 0.118 | 0.120 | 0.121 | -0.157 |
| 1996 | 0.062 | 0.072 | -0.014 | 0.024 |
| 1995 | -0.068 | 0.098 | 0.031 | -0.009 |
| 1994 | 0.027 | -0.039 | 0.122 | -0.126 |
| 1993 | 0.065 | 0.046 | 0.059 | 0.099 |
| 1992 | 0.053 | -0.034 | -0.026 | 0.069 |
| 1991 | 0.048 | 0.067 | 0.058 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.193 |
| 3 years | -0.060 |
| 5 years | 0.074 |
| 10 years | 0.007 |