Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 67 |
| 1 month | -0.019 | 0 | 79 |
| 3 months | -0.042 | 0 | 79 |
| 1 year | 0.119 | 0 | 14 |
| 3 years | 0.082 | 0 | 9 |
| 5 years | 0.094 | 0 | 7 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.185 | — |
| 2023 | 0.111 | — |
| 2022 | -0.098 | — |
| 2021 | 0.139 | — |
| 2020 | 0.111 | — |
| 2019 | 0.144 | — |
| 2018 | -0.041 | — |
| 2017 | 0.089 | — |
| 2016 | 0.063 | — |
| 2015 | 0.043 | — |
| 2014 | 0.072 | — |
| 2013 | 0.157 | — |
| 2012 | 0.085 | — |
| 2011 | -0.049 | — |
| 2010 | 0.111 | — |
| 2009 | 0.220 | — |
| 2008 | -0.207 | — |
| 2007 | 0.000 | — |
| 2006 | 0.111 | — |
| 2005 | 0.111 | — |
| 2004 | 0.064 | — |
| 2003 | 0.117 | — |
| 2002 | -0.070 | — |
| 2001 | -0.096 | — |
| 2000 | 0.042 | — |
| 1999 | 0.107 | — |
| 1998 | 0.061 | — |
| 1997 | 0.120 | — |
| 1996 | 0.175 | — |
| 1995 | 0.132 | — |
| 1994 | -0.048 | — |
| 1993 | 0.311 | — |
| 1992 | 0.097 | — |
| 1991 | 0.181 | — |
| 1990 | 0.039 | — |
| 1989 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.064 | 0.020 | 0.056 | 0.035 |
| 2023 | 0.045 | 0.010 | -0.022 | 0.076 |
| 2022 | -0.037 | -0.100 | -0.004 | 0.045 |
| 2021 | 0.027 | 0.056 | 0.002 | 0.047 |
| 2020 | -0.124 | 0.124 | 0.049 | 0.075 |
| 2019 | 0.082 | 0.021 | 0.005 | 0.030 |
| 2018 | -0.005 | 0.022 | 0.011 | -0.067 |
| 2017 | 0.030 | 0.002 | 0.013 | 0.043 |
| 2016 | -0.011 | 0.020 | 0.041 | 0.012 |
| 2015 | 0.067 | -0.013 | -0.039 | 0.031 |
| 2014 | 0.050 | 0.021 | 0.001 | 0.000 |
| 2013 | 0.042 | -0.013 | 0.045 | 0.077 |
| 2012 | 0.051 | -0.033 | 0.045 | 0.022 |
| 2011 | 0.026 | -0.019 | -0.085 | 0.031 |
| 2010 | 0.021 | -0.039 | 0.078 | 0.050 |
| 2009 | -0.040 | 0.136 | 0.091 | 0.026 |
| 2008 | -0.024 | 0.043 | -0.116 | -0.119 |
| 2007 | 0.021 | 0.014 | -0.007 | -0.028 |
| 2006 | 0.044 | -0.034 | 0.038 | 0.062 |
| 2005 | 0.020 | 0.029 | 0.041 | 0.018 |
| 2004 | 0.017 | 0.003 | 0.000 | 0.044 |
| 2003 | -0.055 | 0.060 | 0.033 | 0.080 |
| 2002 | 0.008 | -0.031 | -0.080 | 0.035 |
| 2001 | -0.073 | -0.007 | -0.069 | 0.055 |
| 2000 | 0.044 | 0.027 | 0.029 | -0.055 |
| 1999 | -0.017 | 0.040 | -0.005 | 0.089 |
| 1998 | 0.080 | -0.002 | -0.096 | 0.089 |
| 1997 | 0.020 | 0.095 | 0.065 | -0.058 |
| 1996 | 0.039 | 0.019 | 0.031 | 0.077 |
| 1995 | 0.014 | 0.057 | 0.038 | 0.017 |
| 1994 | -0.013 | -0.056 | 0.031 | -0.010 |
| 1993 | 0.051 | 0.067 | 0.052 | 0.111 |
| 1992 | 0.006 | 0.017 | 0.041 | 0.030 |
| 1991 | 0.067 | -0.018 | 0.081 | 0.042 |
| 1990 | -0.055 | 0.035 | -0.027 | 0.093 |
| 1989 | 0.012 | 0.029 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.119 |
| 3 years | 0.082 |
| 5 years | 0.094 |
| 10 years | 0.064 |