Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.106 | 0 | 52 |
| 1 month | 0.006 | 0 | 84 |
| 3 months | 0.020 | 0 | 74 |
| 1 year | 0.164 | 0 | 56 |
| 3 years | 0.093 | 0 | 62 |
| 5 years | 0.101 | 0 | 65 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.078 | — |
| 2023 | 0.173 | — |
| 2022 | -0.233 | — |
| 2021 | 0.155 | — |
| 2020 | 0.057 | — |
| 2019 | 0.238 | — |
| 2018 | -0.243 | — |
| 2017 | 0.175 | — |
| 2016 | 0.071 | — |
| 2015 | 0.152 | — |
| 2014 | 0.024 | — |
| 2013 | 0.293 | — |
| 2012 | 0.360 | — |
| 2011 | -0.168 | — |
| 2010 | 0.251 | — |
| 2009 | 0.317 | — |
| 2008 | -0.364 | — |
| 2007 | 0.197 | — |
| 2006 | 0.210 | — |
| 2005 | 0.269 | — |
| 2004 | 0.053 | — |
| 2003 | 0.406 | — |
| 2002 | -0.448 | — |
| 2001 | -0.288 | — |
| 2000 | -0.060 | — |
| 1999 | 0.267 | — |
| 1998 | 0.095 | — |
| 1997 | 0.374 | — |
| 1996 | 0.252 | — |
| 1995 | 0.058 | — |
| 1994 | -0.044 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.061 | -0.032 | 0.057 | -0.007 |
| 2023 | 0.138 | 0.005 | -0.043 | 0.071 |
| 2022 | -0.150 | -0.180 | -0.069 | 0.181 |
| 2021 | 0.083 | 0.040 | -0.018 | 0.045 |
| 2020 | -0.283 | 0.259 | 0.058 | 0.107 |
| 2019 | 0.103 | 0.065 | -0.012 | 0.066 |
| 2018 | -0.079 | 0.015 | -0.005 | -0.186 |
| 2017 | 0.073 | 0.019 | 0.055 | 0.019 |
| 2016 | -0.077 | -0.054 | 0.123 | 0.092 |
| 2015 | 0.233 | -0.078 | -0.098 | 0.123 |
| 2014 | 0.014 | 0.017 | -0.066 | 0.063 |
| 2013 | 0.050 | 0.014 | 0.091 | 0.113 |
| 2012 | 0.222 | -0.099 | 0.151 | 0.074 |
| 2011 | 0.029 | 0.035 | -0.290 | 0.101 |
| 2010 | 0.060 | -0.039 | 0.066 | 0.152 |
| 2009 | -0.152 | 0.246 | 0.221 | 0.021 |
| 2008 | -0.118 | -0.024 | -0.130 | -0.151 |
| 2007 | 0.055 | 0.156 | -0.031 | 0.012 |
| 2006 | 0.104 | -0.068 | 0.067 | 0.102 |
| 2005 | 0.051 | 0.042 | 0.083 | 0.071 |
| 2004 | -0.004 | 0.038 | -0.048 | 0.070 |
| 2003 | -0.135 | 0.364 | 0.031 | 0.155 |
| 2002 | 0.034 | -0.208 | -0.323 | -0.005 |
| 2001 | -0.126 | -0.025 | -0.287 | 0.172 |
| 2000 | 0.126 | -0.050 | 0.043 | -0.157 |
| 1999 | -0.046 | 0.132 | -0.054 | 0.239 |
| 1998 | 0.200 | 0.136 | -0.252 | 0.074 |
| 1997 | 0.190 | 0.137 | 0.051 | -0.034 |
| 1996 | 0.096 | 0.078 | 0.030 | 0.029 |
| 1995 | -0.083 | 0.123 | 0.051 | -0.022 |
| 1994 | -0.012 | -0.021 | 0.004 | -0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.074 |
| 5 years | 0.090 |
| 10 years | 0.037 |