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 | 0.159 | — |
| 2023 | 0.215 | — |
| 2022 | -0.183 | — |
| 2021 | 0.182 | — |
| 2020 | 0.224 | 0.117 |
| 2019 | 0.241 | 0.192 |
| 2018 | -0.042 | -0.058 |
| 2017 | 0.164 | 0.132 |
| 2016 | 0.072 | 0.073 |
| 2015 | 0.003 | -0.019 |
| 2014 | 0.101 | 0.062 |
| 2013 | 0.205 | 0.165 |
| 2012 | 0.127 | 0.117 |
| 2011 | 0.017 | -0.001 |
| 2010 | 0.136 | 0.118 |
| 2009 | 0.276 | 0.241 |
| 2008 | -0.316 | -0.280 |
| 2007 | 0.088 | 0.060 |
| 2006 | 0.119 | 0.113 |
| 2005 | 0.055 | 0.051 |
| 2004 | 0.055 | 0.089 |
| 2003 | 0.182 | 0.203 |
| 2002 | -0.086 | -0.120 |
| 2001 | -0.014 | -0.051 |
| 2000 | -0.052 | 0.018 |
| 1999 | 0.051 | 0.107 |
| 1998 | 0.161 | 0.135 |
| 1997 | 0.229 | 0.196 |
| 1996 | 0.087 | 0.137 |
| 1995 | — | 0.256 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.071 | 0.028 | 0.047 | 0.006 |
| 2023 | 0.075 | 0.060 | -0.029 | 0.099 |
| 2022 | -0.050 | -0.138 | -0.050 | 0.051 |
| 2021 | 0.043 | 0.064 | -0.002 | 0.067 |
| 2020 | -0.135 | 0.180 | 0.078 | 0.113 |
| 2019 | 0.105 | 0.036 | 0.010 | 0.072 |
| 2018 | 0.001 | 0.030 | 0.040 | -0.106 |
| 2017 | 0.056 | 0.028 | 0.035 | 0.036 |
| 2016 | 0.002 | 0.023 | 0.038 | 0.008 |
| 2015 | 0.022 | 0.000 | -0.060 | 0.044 |
| 2014 | 0.019 | 0.040 | 0.007 | 0.032 |
| 2013 | 0.059 | 0.009 | 0.051 | 0.073 |
| 2012 | 0.091 | -0.017 | 0.050 | 0.002 |
| 2011 | 0.042 | 0.003 | -0.084 | 0.063 |
| 2010 | 0.041 | -0.058 | 0.082 | 0.070 |
| 2009 | -0.047 | 0.137 | 0.135 | 0.037 |
| 2008 | -0.075 | 0.009 | -0.131 | -0.158 |
| 2007 | 0.031 | 0.051 | 0.020 | -0.015 |
| 2006 | 0.046 | -0.013 | 0.028 | 0.054 |
| 2005 | -0.016 | -0.004 | 0.046 | 0.029 |
| 2004 | 0.011 | -0.011 | 0.005 | 0.051 |
| 2003 | 0.002 | 0.101 | 0.016 | 0.055 |
| 2002 | -0.003 | -0.077 | -0.060 | 0.057 |
| 2001 | -0.051 | 0.041 | -0.080 | 0.085 |
| 2000 | 0.004 | -0.007 | -0.001 | -0.049 |
| 1999 | 0.020 | 0.033 | -0.053 | 0.053 |
| 1998 | 0.084 | 0.028 | -0.058 | 0.105 |
| 1997 | 0.015 | 0.126 | 0.050 | 0.024 |
| 1996 | -0.015 | 0.010 | 0.026 | 0.064 |
| 1995 | 0.039 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.159 |
| 3 years | 0.048 |
| 5 years | 0.108 |
| 10 years | 0.095 |