Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.687 | -0.047 | 89 |
| 1 month | 0.169 | -0.118 | 90 |
| 3 months | 0.176 | 0.065 | 87 |
| 1 year | 0.553 | 0.118 | 96 |
| 3 years | 0.337 | 0.162 | 80 |
| 5 years | 0.102 | 0.053 | 21 |
| 10 years | 0.146 | -0.044 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.070 | — |
| 2022 | -0.016 | — |
| 2021 | -0.078 | — |
| 2020 | 0.296 | 0.344 |
| 2019 | 0.385 | 0.390 |
| 2018 | -0.159 | -0.178 |
| 2017 | 0.081 | 0.113 |
| 2016 | 0.369 | 0.548 |
| 2015 | -0.193 | -0.233 |
| 2014 | -0.024 | -0.100 |
| 2013 | -0.470 | -0.488 |
| 2012 | -0.051 | -0.092 |
| 2011 | -0.111 | -0.207 |
| 2010 | 0.346 | 0.416 |
| 2009 | 0.392 | 0.526 |
| 2008 | -0.143 | -0.299 |
| 2007 | 0.235 | 0.232 |
| 2006 | 0.213 | 0.316 |
| 2005 | 0.262 | 0.308 |
| 2004 | -0.051 | -0.082 |
| 2003 | 0.394 | 0.571 |
| 2002 | 1.070 | 0.639 |
| 2001 | 0.373 | 0.196 |
| 2000 | -0.179 | -0.169 |
| 1999 | 0.081 | 0.062 |
| 1998 | -0.184 | -0.104 |
| 1997 | -0.298 | -0.412 |
| 1996 | 0.009 | 0.102 |
| 1995 | 0.013 | 0.039 |
| 1994 | -0.008 | -0.108 |
| 1993 | — | 0.805 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.315 | 0.115 | — | — |
| 2024 | 0.004 | 0.053 | 0.161 | -0.101 |
| 2023 | 0.109 | -0.073 | -0.071 | 0.121 |
| 2022 | 0.121 | -0.186 | -0.086 | 0.180 |
| 2021 | -0.093 | 0.043 | -0.081 | 0.061 |
| 2020 | -0.106 | 0.400 | 0.094 | -0.054 |
| 2019 | 0.071 | 0.117 | 0.055 | 0.097 |
| 2018 | -0.063 | -0.013 | -0.162 | 0.085 |
| 2017 | 0.091 | -0.015 | 0.008 | -0.002 |
| 2016 | 0.325 | 0.305 | -0.031 | -0.183 |
| 2015 | -0.016 | -0.015 | -0.158 | -0.011 |
| 2014 | 0.135 | 0.109 | -0.153 | -0.085 |
| 2013 | -0.151 | -0.322 | 0.073 | -0.141 |
| 2012 | -0.029 | -0.085 | 0.187 | -0.101 |
| 2011 | 0.001 | -0.056 | -0.009 | -0.051 |
| 2010 | -0.024 | 0.127 | 0.108 | 0.104 |
| 2009 | 0.094 | 0.052 | 0.146 | 0.056 |
| 2008 | 0.072 | 0.003 | -0.210 | 0.009 |
| 2007 | 0.012 | -0.038 | 0.216 | 0.044 |
| 2006 | 0.147 | 0.018 | -0.043 | 0.085 |
| 2005 | -0.045 | -0.003 | 0.155 | 0.148 |
| 2004 | -0.002 | -0.173 | 0.164 | -0.012 |
| 2003 | -0.099 | 0.109 | 0.171 | 0.193 |
| 2002 | 0.504 | 0.195 | 0.004 | 0.146 |
| 2001 | 0.048 | 0.178 | 0.102 | 0.010 |
| 2000 | -0.121 | 0.002 | -0.015 | -0.054 |
| 1999 | -0.025 | -0.024 | 0.262 | -0.100 |
| 1998 | 0.035 | -0.116 | 0.005 | -0.113 |
| 1997 | -0.007 | -0.090 | 0.001 | -0.224 |
| 1996 | 0.142 | -0.070 | -0.001 | -0.049 |
| 1995 | 0.007 | 0.024 | 0.048 | -0.063 |
| 1994 | 0 | -0.042 | 0.149 | -0.099 |
| 1993 | 0.140 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.476 |
| 3 years | 0.314 |
| 5 years | 0.091 |
| 10 years | 0.140 |