Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | 17 |
| 1 month | 0 | 0 | 71 |
| 3 months | 0 | 0 | 75 |
| 1 year | 0 | 0 | 4 |
| 3 years | 0 | 0 | 72 |
| 5 years | 0 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | -0.209 | — |
| 2021 | 0.214 | — |
| 2020 | 0.098 | — |
| 2019 | 0.331 | — |
| 2018 | -0.093 | — |
| 2017 | 0.118 | — |
| 2016 | -0.025 | — |
| 2015 | 0.204 | — |
| 2014 | 0.176 | — |
| 2013 | 0.306 | — |
| 2012 | 0.139 | — |
| 2011 | -0.069 | — |
| 2010 | 0.179 | — |
| 2009 | 0.272 | — |
| 2008 | -0.358 | — |
| 2007 | -0.009 | — |
| 2006 | 0.126 | — |
| 2005 | 0.184 | — |
| 2004 | 0.057 | — |
| 2003 | 0.108 | — |
| 2002 | -0.385 | — |
| 2001 | -0.159 | — |
| 2000 | 0.025 | — |
| 1999 | 0.521 | — |
| 1998 | 0.248 | — |
| 1997 | 0.370 | — |
| 1996 | 0.451 | — |
| 1995 | 0.002 | — |
| 1994 | -0.075 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.121 | 0.044 | -0.030 | — |
| 2022 | -0.100 | -0.119 | -0.051 | 0.051 |
| 2021 | 0.077 | 0.051 | -0.006 | 0.078 |
| 2020 | -0.218 | 0.140 | 0.072 | 0.149 |
| 2019 | 0.129 | 0.034 | 0.052 | 0.084 |
| 2018 | -0.027 | 0.046 | 0.009 | -0.117 |
| 2017 | 0.067 | 0.015 | 0.018 | 0.014 |
| 2016 | -0.057 | -0.004 | 0.017 | 0.020 |
| 2015 | 0.199 | -0.012 | -0.080 | 0.104 |
| 2014 | 0.017 | 0.039 | 0.045 | 0.066 |
| 2013 | 0.130 | 0.024 | 0.071 | 0.053 |
| 2012 | 0.100 | -0.008 | 0.064 | -0.019 |
| 2011 | -0.025 | -0.020 | -0.081 | 0.061 |
| 2010 | 0.084 | -0.026 | 0.018 | 0.097 |
| 2009 | -0.058 | 0.123 | 0.133 | 0.061 |
| 2008 | -0.155 | -0.028 | -0.064 | -0.166 |
| 2007 | 0.019 | 0.056 | -0.032 | -0.049 |
| 2006 | 0.058 | -0.059 | 0.076 | 0.051 |
| 2005 | 0.015 | 0.073 | 0.036 | 0.050 |
| 2004 | 0.026 | 0.032 | -0.022 | 0.022 |
| 2003 | -0.101 | 0.136 | 0.010 | 0.075 |
| 2002 | -0.012 | -0.254 | -0.220 | 0.069 |
| 2001 | -0.091 | 0.016 | -0.241 | 0.200 |
| 2000 | 0.140 | -0.057 | 0.069 | -0.109 |
| 1999 | 0.083 | 0.094 | -0.021 | 0.310 |
| 1998 | 0.190 | 0.061 | -0.168 | 0.189 |
| 1997 | 0.116 | 0.142 | 0.071 | 0.004 |
| 1996 | 0.150 | 0.143 | 0.027 | 0.075 |
| 1995 | -0.054 | 0.026 | 0.053 | -0.019 |
| 1994 | -0.057 | -0.051 | 0.033 | 0.000 |
| 1993 | -0.006 | 0.084 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.065 |
| 5 years | 0.081 |
| 10 years | 0.083 |