Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 54 |
| 1 month | -0.033 | 0 | 52 |
| 3 months | -0.003 | 0 | 54 |
| 1 year | 0.013 | 0 | 38 |
| 3 years | 0.011 | 0 | 28 |
| 5 years | 0.147 | 0 | 12 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.042 | — |
| 2023 | 0.080 | — |
| 2022 | -0.152 | — |
| 2021 | 0.212 | — |
| 2020 | 0.140 | — |
| 2019 | 0.343 | — |
| 2018 | -0.232 | — |
| 2017 | 0.255 | — |
| 2016 | 0.057 | — |
| 2015 | 0.229 | — |
| 2014 | -0.002 | — |
| 2013 | 0.378 | — |
| 2012 | 0.263 | — |
| 2011 | -0.223 | — |
| 2010 | 0.390 | — |
| 2009 | 0.995 | — |
| 2008 | -0.636 | — |
| 2007 | -0.064 | — |
| 2006 | 0.384 | — |
| 2005 | 0.340 | — |
| 2004 | 0.360 | — |
| 2003 | 0.387 | — |
| 2002 | -0.376 | — |
| 2001 | -0.322 | — |
| 2000 | -0.038 | — |
| 1999 | 0.975 | — |
| 1998 | 0.051 | — |
| 1997 | 0.237 | — |
| 1996 | 0.421 | — |
| 1995 | 0.044 | — |
| 1994 | -0.080 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.026 | 0.068 | 0.005 | -0.054 |
| 2023 | 0.062 | -0.005 | -0.060 | 0.087 |
| 2022 | -0.078 | -0.122 | -0.099 | 0.163 |
| 2021 | 0.150 | 0.043 | -0.010 | 0.020 |
| 2020 | -0.337 | 0.284 | 0.067 | 0.253 |
| 2019 | 0.137 | 0.048 | -0.010 | 0.138 |
| 2018 | -0.037 | 0.016 | -0.034 | -0.188 |
| 2017 | 0.105 | 0.066 | 0.055 | 0.010 |
| 2016 | -0.045 | -0.048 | 0.108 | 0.050 |
| 2015 | 0.192 | 0.018 | -0.062 | 0.080 |
| 2014 | 0.066 | -0.009 | -0.054 | -0.002 |
| 2013 | 0.080 | 0.016 | 0.158 | 0.085 |
| 2012 | 0.223 | -0.122 | 0.110 | 0.059 |
| 2011 | 0.012 | -0.039 | -0.250 | 0.065 |
| 2010 | 0.108 | -0.038 | 0.101 | 0.184 |
| 2009 | 0.001 | 0.456 | 0.282 | 0.067 |
| 2008 | -0.219 | -0.031 | -0.235 | -0.370 |
| 2007 | 0.120 | 0.081 | -0.103 | -0.139 |
| 2006 | 0.191 | -0.079 | 0.067 | 0.183 |
| 2005 | 0.131 | 0.002 | 0.132 | 0.044 |
| 2004 | 0.173 | 0.037 | -0.013 | 0.132 |
| 2003 | -0.097 | 0.178 | 0.135 | 0.149 |
| 2002 | 0.013 | -0.165 | -0.269 | 0.009 |
| 2001 | -0.133 | -0.058 | -0.316 | 0.214 |
| 2000 | 0.364 | -0.170 | 0.070 | -0.206 |
| 1999 | 0.081 | 0.134 | 0.053 | 0.530 |
| 1998 | 0.257 | 0.077 | -0.230 | 0.008 |
| 1997 | 0.177 | 0.047 | 0.034 | -0.029 |
| 1996 | 0.115 | 0.117 | 0.008 | 0.132 |
| 1995 | -0.086 | 0.084 | 0.087 | -0.030 |
| 1994 | 0.032 | -0.087 | 0.000 | -0.024 |
| 1993 | 0.141 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | -0.006 |
| 5 years | 0.135 |
| 10 years | 0.058 |