Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.337 | 0 | 25 |
| 1 month | -0.023 | 0 | 41 |
| 3 months | 0.086 | 0 | 8 |
| 1 year | 0.367 | 0 | 28 |
| 3 years | 0.145 | 0 | 21 |
| 5 years | -0.010 | 0 | 53 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | -0.071 | — |
| 2022 | -0.205 | — |
| 2021 | -0.176 | — |
| 2020 | 0.294 | — |
| 2019 | 0.237 | — |
| 2018 | -0.135 | — |
| 2017 | 0.427 | — |
| 2016 | 0.053 | — |
| 2015 | -0.048 | — |
| 2014 | 0.028 | — |
| 2013 | 0.263 | — |
| 2012 | 0.173 | — |
| 2011 | -0.181 | — |
| 2010 | 0.131 | — |
| 2009 | 0.692 | — |
| 2008 | -0.515 | — |
| 2007 | 0.611 | — |
| 2006 | 0.613 | — |
| 2005 | 0.071 | — |
| 2004 | 0.105 | — |
| 2003 | 0.680 | — |
| 2002 | -0.062 | — |
| 2001 | -0.152 | — |
| 2000 | -0.192 | — |
| 1999 | 0.834 | — |
| 1998 | -0.254 | — |
| 1997 | 0.017 | — |
| 1996 | 0.412 | — |
| 1995 | -0.003 | — |
| 1994 | -0.293 | — |
| 1993 | 0.939 | — |
| 1992 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | 0.072 | 0.212 | — |
| 2024 | -0.003 | 0.076 | 0.134 | -0.058 |
| 2023 | 0.045 | -0.076 | -0.042 | 0.004 |
| 2022 | -0.153 | -0.029 | -0.180 | 0.178 |
| 2021 | 0.034 | 0.007 | -0.176 | -0.040 |
| 2020 | -0.106 | 0.259 | 0.053 | 0.092 |
| 2019 | 0.144 | 0.002 | -0.022 | 0.104 |
| 2018 | 0.011 | 0.003 | -0.003 | -0.144 |
| 2017 | 0.113 | 0.101 | 0.109 | 0.050 |
| 2016 | -0.022 | 0.055 | 0.100 | -0.072 |
| 2015 | 0.002 | 0.076 | -0.175 | 0.072 |
| 2014 | -0.024 | 0.058 | -0.014 | 0.009 |
| 2013 | 0.036 | 0.006 | 0.122 | 0.080 |
| 2012 | 0.138 | -0.096 | 0.037 | 0.099 |
| 2011 | -0.011 | 0.029 | -0.219 | 0.031 |
| 2010 | -0.027 | -0.065 | 0.216 | 0.023 |
| 2009 | 0.022 | 0.393 | 0.076 | 0.105 |
| 2008 | -0.208 | -0.041 | -0.238 | -0.163 |
| 2007 | 0.054 | 0.194 | 0.330 | -0.037 |
| 2006 | 0.213 | 0.020 | 0.061 | 0.229 |
| 2005 | -0.001 | 0.011 | 0.075 | -0.014 |
| 2004 | 0.005 | -0.060 | 0.082 | 0.081 |
| 2003 | -0.032 | 0.185 | 0.291 | 0.135 |
| 2002 | 0.062 | 0.031 | -0.179 | 0.044 |
| 2001 | -0.123 | 0.065 | -0.234 | 0.186 |
| 2000 | 0.070 | -0.140 | -0.063 | -0.063 |
| 1999 | 0.002 | 0.281 | 0.028 | 0.390 |
| 1998 | 0.044 | -0.291 | -0.091 | 0.108 |
| 1997 | 0.076 | 0.397 | 0.008 | -0.328 |
| 1996 | 0.054 | 0.052 | 0.032 | 0.234 |
| 1995 | -0.040 | 0.043 | 0.030 | -0.034 |
| 1994 | -0.234 | -0.025 | 0.151 | -0.178 |
| 1993 | 0.166 | -0.030 | 0.048 | 0.635 |
| 1992 | 0.018 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.367 |
| 3 years | 0.145 |
| 5 years | -0.010 |
| 10 years | 0.068 |
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