Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 87 |
| 1 month | -0.010 | 0 | 76 |
| 3 months | -0.033 | 0 | 91 |
| 1 year | 0.116 | 0 | 87 |
| 3 years | 0.053 | 0 | 75 |
| 5 years | 0.105 | 0 | 84 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.066 | — |
| 2022 | -0.031 | — |
| 2021 | 0.236 | — |
| 2020 | -0.003 | — |
| 2019 | 0.207 | — |
| 2018 | -0.040 | — |
| 2017 | 0.112 | — |
| 2016 | 0.137 | — |
| 2015 | -0.002 | — |
| 2014 | 0.145 | — |
| 2013 | 0.181 | — |
| 2012 | 0.076 | — |
| 2011 | -0.048 | — |
| 2010 | 0.110 | — |
| 2009 | 0.260 | — |
| 2008 | -0.277 | — |
| 2007 | 0.065 | — |
| 2006 | 0.128 | — |
| 2005 | 0.194 | — |
| 2004 | 0.148 | — |
| 2003 | 0.226 | — |
| 2002 | -0.025 | — |
| 2001 | -0.001 | — |
| 2000 | 0.304 | — |
| 1999 | 0.030 | — |
| 1998 | 0.027 | — |
| 1997 | 0.376 | — |
| 1996 | 0.268 | — |
| 1995 | 0.099 | — |
| 1994 | -0.044 | — |
| 1993 | 0.199 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.051 | -0.009 | 0.091 | 0.011 |
| 2023 | 0.024 | 0.011 | -0.046 | 0.079 |
| 2022 | 0.048 | -0.094 | -0.034 | 0.056 |
| 2021 | 0.064 | 0.060 | 0.008 | 0.087 |
| 2020 | -0.160 | 0.060 | 0.042 | 0.075 |
| 2019 | 0.104 | 0.033 | 0.028 | 0.030 |
| 2018 | -0.039 | 0.036 | 0.041 | -0.073 |
| 2017 | 0.041 | 0.012 | 0.014 | 0.042 |
| 2016 | 0.042 | 0.018 | 0.036 | 0.035 |
| 2015 | 0.031 | -0.022 | -0.036 | 0.028 |
| 2014 | 0.041 | 0.046 | 0.019 | 0.032 |
| 2013 | 0.062 | -0.012 | 0.035 | 0.088 |
| 2012 | 0.030 | -0.011 | 0.032 | 0.023 |
| 2011 | 0.060 | -0.035 | -0.116 | 0.053 |
| 2010 | 0.036 | -0.071 | 0.087 | 0.061 |
| 2009 | -0.044 | 0.179 | 0.086 | 0.030 |
| 2008 | -0.032 | 0.038 | -0.093 | -0.206 |
| 2007 | 0.021 | 0.047 | 0.015 | -0.019 |
| 2006 | 0.045 | -0.038 | 0.041 | 0.079 |
| 2005 | 0.038 | 0.040 | 0.083 | 0.020 |
| 2004 | 0.032 | -0.005 | 0.040 | 0.075 |
| 2003 | -0.010 | 0.074 | 0.033 | 0.116 |
| 2002 | 0.053 | -0.023 | -0.072 | 0.022 |
| 2001 | -0.024 | 0.007 | -0.023 | 0.040 |
| 2000 | 0.047 | 0.072 | 0.078 | 0.078 |
| 1999 | -0.015 | 0.039 | -0.040 | 0.048 |
| 1998 | 0.113 | 0.010 | -0.162 | 0.090 |
| 1997 | 0.021 | 0.121 | 0.080 | 0.113 |
| 1996 | 0.017 | 0.055 | 0.050 | 0.127 |
| 1995 | 0.026 | 0.011 | 0.008 | 0.052 |
| 1994 | -0.014 | -0.054 | 0.050 | -0.024 |
| 1993 | 0.026 | 0.047 | 0.040 | 0.073 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.116 |
| 3 years | 0.053 |
| 5 years | 0.105 |
| 10 years | 0.075 |