Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 72 |
| 1 month | 0.005 | 0 | 7 |
| 3 months | -0.075 | 0 | 78 |
| 1 year | 0.017 | 0 | 72 |
| 3 years | 0.031 | 0 | 59 |
| 5 years | 0.047 | 0 | 83 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.119 | — |
| 2022 | -0.159 | — |
| 2021 | 0.093 | — |
| 2020 | 0.085 | — |
| 2019 | 0.213 | — |
| 2018 | -0.067 | — |
| 2017 | 0.091 | — |
| 2016 | 0.131 | — |
| 2015 | 0.027 | — |
| 2014 | 0.030 | — |
| 2013 | 0.177 | — |
| 2012 | 0.125 | — |
| 2011 | -0.035 | — |
| 2010 | 0.172 | — |
| 2009 | 0.214 | — |
| 2008 | -0.209 | — |
| 2007 | 0.060 | — |
| 2006 | 0.124 | — |
| 2005 | 0.275 | — |
| 2004 | 0.164 | — |
| 2003 | 0.216 | — |
| 2002 | -0.154 | — |
| 2001 | -0.123 | — |
| 2000 | 0.033 | — |
| 1999 | 0.251 | — |
| 1998 | 0.129 | — |
| 1997 | 0.125 | — |
| 1996 | 0.127 | — |
| 1995 | 0.250 | — |
| 1994 | -0.061 | — |
| 1993 | 0.287 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.047 | 0.018 | 0.014 | 0.008 |
| 2023 | 0.045 | 0.014 | -0.019 | 0.077 |
| 2022 | -0.070 | -0.110 | -0.018 | 0.035 |
| 2021 | -0.011 | 0.052 | 0.025 | 0.024 |
| 2020 | -0.134 | 0.146 | 0.016 | 0.077 |
| 2019 | 0.078 | 0.071 | 0.019 | 0.031 |
| 2018 | -0.049 | 0.067 | 0.016 | -0.095 |
| 2017 | 0.043 | 0.013 | 0.008 | 0.025 |
| 2016 | 0.001 | 0.036 | 0.072 | 0.017 |
| 2015 | 0.055 | -0.026 | -0.047 | 0.048 |
| 2014 | 0.000 | 0.003 | 0.006 | 0.020 |
| 2013 | 0.095 | -0.008 | 0.035 | 0.046 |
| 2012 | 0.073 | -0.029 | 0.051 | 0.028 |
| 2011 | 0.004 | 0.020 | -0.103 | 0.051 |
| 2010 | 0.062 | -0.072 | 0.110 | 0.071 |
| 2009 | -0.084 | 0.087 | 0.184 | 0.029 |
| 2008 | -0.069 | -0.027 | -0.099 | -0.032 |
| 2007 | 0.029 | 0.026 | -0.002 | 0.006 |
| 2006 | 0.091 | -0.046 | 0.030 | 0.048 |
| 2005 | 0.034 | 0.058 | 0.098 | 0.061 |
| 2004 | 0.032 | 0.016 | 0.030 | 0.078 |
| 2003 | -0.048 | 0.138 | 0.061 | 0.059 |
| 2002 | 0.023 | -0.077 | -0.145 | 0.047 |
| 2001 | -0.079 | 0.016 | -0.145 | 0.096 |
| 2000 | 0.024 | 0.013 | 0.016 | -0.019 |
| 1999 | 0.053 | 0.047 | -0.037 | 0.178 |
| 1998 | 0.139 | 0.015 | -0.128 | 0.120 |
| 1997 | 0.049 | 0.038 | 0.080 | -0.044 |
| 1996 | 0.064 | 0.045 | 0.016 | -0.001 |
| 1995 | 0.015 | 0.064 | 0.085 | 0.066 |
| 1994 | -0.028 | -0.052 | 0.022 | -0.004 |
| 1993 | 0.037 | 0.036 | 0.062 | 0.129 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.031 |
| 5 years | 0.047 |
| 10 years | 0.048 |