Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 49 |
| 1 month | 0.005 | 0 | 11 |
| 3 months | -0.029 | 0 | 53 |
| 1 year | 0.148 | 0 | 12 |
| 3 years | 0.050 | 0 | 91 |
| 5 years | 0.103 | 0 | 24 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.062 | — |
| 2022 | -0.069 | — |
| 2021 | 0.221 | — |
| 2020 | 0.005 | — |
| 2019 | 0.157 | — |
| 2018 | -0.088 | — |
| 2017 | 0.086 | — |
| 2016 | 0.172 | — |
| 2015 | -0.054 | — |
| 2014 | 0.111 | — |
| 2013 | 0.126 | — |
| 2012 | 0.094 | — |
| 2011 | 0.016 | — |
| 2010 | 0.089 | — |
| 2009 | 0.308 | — |
| 2008 | -0.288 | — |
| 2007 | 0.001 | — |
| 2006 | 0.132 | — |
| 2005 | 0.167 | — |
| 2004 | 0.134 | — |
| 2003 | 0.203 | — |
| 2002 | 0.006 | — |
| 2001 | 0.070 | — |
| 2000 | 0.232 | — |
| 1999 | 0.027 | — |
| 1998 | 0.029 | — |
| 1997 | 0.172 | — |
| 1996 | 0.268 | — |
| 1995 | 0.159 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.036 | -0.010 | 0.102 | 0.024 |
| 2023 | 0.012 | 0.002 | -0.037 | 0.087 |
| 2022 | 0.034 | -0.097 | -0.025 | 0.024 |
| 2021 | 0.081 | 0.060 | 0.001 | 0.065 |
| 2020 | -0.174 | 0.068 | 0.037 | 0.099 |
| 2019 | 0.094 | 0.019 | 0.027 | 0.010 |
| 2018 | -0.044 | 0.031 | 0.010 | -0.084 |
| 2017 | 0.029 | -0.007 | 0.022 | 0.040 |
| 2016 | 0.042 | 0.020 | 0.054 | 0.047 |
| 2015 | 0.000 | -0.019 | -0.036 | 0.000 |
| 2014 | 0.039 | 0.041 | 0.015 | 0.012 |
| 2013 | 0.038 | -0.023 | 0.046 | 0.062 |
| 2012 | 0.044 | -0.021 | 0.032 | 0.037 |
| 2011 | 0.053 | -0.011 | -0.055 | 0.031 |
| 2010 | 0.045 | -0.044 | 0.062 | 0.027 |
| 2009 | -0.027 | 0.202 | 0.101 | 0.017 |
| 2008 | -0.046 | 0.016 | -0.050 | -0.227 |
| 2007 | 0.013 | 0.019 | 0.000 | -0.031 |
| 2006 | 0.050 | -0.030 | 0.047 | 0.062 |
| 2005 | 0.022 | 0.038 | 0.070 | 0.028 |
| 2004 | 0.044 | -0.022 | 0.034 | 0.074 |
| 2003 | -0.005 | 0.091 | 0.028 | 0.078 |
| 2002 | 0.032 | -0.026 | -0.048 | 0.051 |
| 2001 | 0.002 | 0.021 | 0.005 | 0.041 |
| 2000 | 0.023 | 0.065 | 0.063 | 0.065 |
| 1999 | 0.008 | 0.018 | -0.025 | 0.026 |
| 1998 | 0.097 | -0.003 | -0.125 | 0.075 |
| 1997 | 0.006 | 0.088 | 0.054 | 0.017 |
| 1996 | 0.042 | 0.040 | 0.064 | 0.099 |
| 1995 | 0.021 | 0.059 | 0.032 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.148 |
| 3 years | 0.050 |
| 5 years | 0.103 |
| 10 years | 0.058 |