Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | — | — | — |
| 1 month | — | — | — |
| 3 months | — | — | — |
| 1 year | — | — | — |
| 3 years | — | — | — |
| 5 years | — | — | — |
| 10 years | — | — | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.157 | — |
| 2023 | 0.212 | — |
| 2022 | -0.185 | — |
| 2021 | 0.179 | — |
| 2020 | 0.221 | 0.117 |
| 2019 | 0.238 | 0.192 |
| 2018 | -0.045 | -0.058 |
| 2017 | 0.161 | 0.132 |
| 2016 | 0.069 | 0.073 |
| 2015 | 0.000 | -0.019 |
| 2014 | 0.098 | 0.062 |
| 2013 | 0.202 | 0.165 |
| 2012 | 0.124 | 0.117 |
| 2011 | 0.014 | -0.001 |
| 2010 | 0.133 | 0.118 |
| 2009 | 0.272 | 0.241 |
| 2008 | -0.318 | -0.280 |
| 2007 | 0.085 | 0.060 |
| 2006 | 0.115 | 0.113 |
| 2005 | 0.053 | 0.051 |
| 2004 | 0.052 | 0.089 |
| 2003 | 0.179 | 0.203 |
| 2002 | -0.088 | -0.120 |
| 2001 | -0.017 | -0.051 |
| 2000 | -0.054 | 0.018 |
| 1999 | 0.048 | 0.107 |
| 1998 | 0.156 | 0.135 |
| 1997 | 0.221 | 0.196 |
| 1996 | — | 0.137 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.071 | 0.027 | 0.046 | 0.005 |
| 2023 | 0.074 | 0.059 | -0.030 | 0.098 |
| 2022 | -0.051 | -0.139 | -0.050 | 0.051 |
| 2021 | 0.043 | 0.064 | -0.003 | 0.066 |
| 2020 | -0.136 | 0.179 | 0.077 | 0.113 |
| 2019 | 0.104 | 0.036 | 0.010 | 0.071 |
| 2018 | 0 | 0.030 | 0.039 | -0.107 |
| 2017 | 0.055 | 0.028 | 0.034 | 0.035 |
| 2016 | 0.001 | 0.022 | 0.038 | 0.007 |
| 2015 | 0.021 | 0 | -0.061 | 0.043 |
| 2014 | 0.019 | 0.039 | 0.007 | 0.031 |
| 2013 | 0.058 | 0.008 | 0.051 | 0.072 |
| 2012 | 0.091 | -0.018 | 0.048 | 0.001 |
| 2011 | 0.042 | 0.001 | -0.085 | 0.062 |
| 2010 | 0.040 | -0.058 | 0.080 | 0.070 |
| 2009 | -0.047 | 0.136 | 0.134 | 0.036 |
| 2008 | -0.075 | 0.008 | -0.131 | -0.159 |
| 2007 | 0.030 | 0.050 | 0.019 | -0.016 |
| 2006 | 0.045 | -0.014 | 0.028 | 0.053 |
| 2005 | -0.017 | -0.004 | 0.045 | 0.029 |
| 2004 | 0.009 | -0.012 | 0.004 | 0.050 |
| 2003 | 0.000 | 0.101 | 0.016 | 0.054 |
| 2002 | -0.004 | -0.077 | -0.062 | 0.057 |
| 2001 | -0.052 | 0.041 | -0.081 | 0.084 |
| 2000 | 0.004 | -0.008 | -0.002 | -0.048 |
| 1999 | 0.019 | 0.032 | -0.053 | 0.052 |
| 1998 | 0.083 | 0.027 | -0.059 | 0.103 |
| 1997 | 0.014 | 0.125 | 0.048 | 0.022 |
| 1996 | 0.062 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.025 |
| 5 years | 0.092 |
| 10 years | 0.086 |