Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.161 | 0 | 7 |
| 1 month | 0.002 | 0 | 6 |
| 3 months | 0.055 | 0 | 53 |
| 1 year | 0.151 | 0 | 8 |
| 3 years | 0.121 | 0 | 20 |
| 5 years | 0.097 | 0 | 15 |
| 10 years | 0.087 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.111 | — |
| 2022 | -0.059 | — |
| 2021 | 0.173 | — |
| 2020 | 0.052 | — |
| 2019 | 0.161 | — |
| 2018 | -0.046 | — |
| 2017 | 0.099 | — |
| 2016 | 0.153 | — |
| 2015 | 0.053 | — |
| 2014 | 0.066 | — |
| 2013 | 0.174 | — |
| 2012 | 0.065 | — |
| 2011 | -0.056 | — |
| 2010 | 0.195 | — |
| 2009 | 0.198 | — |
| 2008 | -0.159 | — |
| 2007 | 0.074 | — |
| 2006 | 0.071 | — |
| 2005 | 0.335 | — |
| 2004 | 0.156 | — |
| 2003 | 0.334 | — |
| 2002 | -0.189 | — |
| 2001 | -0.092 | — |
| 2000 | 0.004 | — |
| 1999 | 0.324 | — |
| 1998 | 0.069 | — |
| 1997 | 0.083 | — |
| 1996 | 0.077 | — |
| 1995 | 0.189 | — |
| 1994 | -0.057 | — |
| 1993 | 0.241 | — |
| 1992 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | 0.056 | 0.076 | — |
| 2024 | 0.062 | -0.001 | 0.002 | 0.029 |
| 2023 | 0.030 | 0.007 | 0.030 | 0.041 |
| 2022 | -0.026 | -0.078 | 0.011 | 0.036 |
| 2021 | 0.032 | 0.057 | 0.027 | 0.047 |
| 2020 | -0.136 | 0.137 | 0.019 | 0.051 |
| 2019 | 0.077 | 0.057 | 0.025 | -0.004 |
| 2018 | -0.046 | 0.069 | 0.026 | -0.089 |
| 2017 | 0.043 | 0.007 | -0.002 | 0.049 |
| 2016 | -0.004 | 0.034 | 0.082 | 0.035 |
| 2015 | 0.078 | -0.038 | -0.049 | 0.068 |
| 2014 | -0.013 | 0.015 | 0.014 | 0.050 |
| 2013 | 0.129 | -0.026 | 0.021 | 0.045 |
| 2012 | 0.056 | -0.038 | 0.041 | 0.007 |
| 2011 | -0.016 | 0.001 | -0.081 | 0.042 |
| 2010 | 0.077 | -0.046 | 0.064 | 0.094 |
| 2009 | -0.062 | 0.062 | 0.172 | 0.026 |
| 2008 | -0.088 | 0.022 | -0.089 | -0.009 |
| 2007 | 0.036 | 0.042 | -0.003 | -0.002 |
| 2006 | 0.089 | -0.082 | 0.005 | 0.066 |
| 2005 | 0.061 | 0.027 | 0.140 | 0.075 |
| 2004 | 0.052 | -0.007 | 0.013 | 0.092 |
| 2003 | -0.024 | 0.151 | 0.106 | 0.073 |
| 2002 | 0.043 | -0.080 | -0.159 | 0.005 |
| 2001 | -0.077 | 0.043 | -0.172 | 0.139 |
| 2000 | 0.065 | -0.022 | 0.022 | -0.057 |
| 1999 | 0.063 | 0.054 | -0.040 | 0.230 |
| 1998 | 0.132 | -0.009 | -0.143 | 0.112 |
| 1997 | 0.017 | 0.040 | 0.066 | -0.039 |
| 1996 | 0.046 | 0.018 | 0.016 | -0.004 |
| 1995 | -0.001 | 0.065 | 0.070 | 0.044 |
| 1994 | -0.013 | -0.051 | 0.017 | -0.009 |
| 1993 | 0.048 | 0.035 | 0.054 | 0.085 |
| 1992 | 0.067 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.151 |
| 3 years | 0.121 |
| 5 years | 0.097 |
| 10 years | 0.087 |
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