Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 12 |
| 1 month | 0.001 | 0 | 46 |
| 3 months | 0.030 | 0 | 7 |
| 1 year | 0.078 | 0 | 7 |
| 3 years | 0.060 | 0 | 16 |
| 5 years | 0.021 | 0 | 48 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.105 | — |
| 2022 | -0.155 | — |
| 2021 | 0.029 | — |
| 2020 | 0.005 | — |
| 2019 | 0.096 | — |
| 2018 | -0.042 | — |
| 2017 | 0.038 | — |
| 2016 | 0.034 | — |
| 2015 | 0.025 | — |
| 2014 | 0.066 | — |
| 2013 | 0.061 | — |
| 2012 | 0.109 | — |
| 2011 | -0.011 | — |
| 2010 | 0.012 | — |
| 2009 | 0.079 | — |
| 2008 | -0.017 | — |
| 2007 | 0.034 | — |
| 2006 | 0.029 | — |
| 2005 | 0.080 | — |
| 2004 | 0.066 | — |
| 2003 | 0.053 | — |
| 2002 | -0.005 | — |
| 2001 | 0.001 | — |
| 2000 | 0.069 | — |
| 1999 | 0.037 | — |
| 1998 | 0.076 | — |
| 1997 | 0.161 | — |
| 1996 | 0.129 | — |
| 1995 | 0.072 | — |
| 1994 | -0.076 | — |
| 1993 | 0.134 | — |
| 1992 | 0.062 | — |
| 1991 | 0.058 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.030 | — | — |
| 2024 | 0.031 | -0.002 | 0.036 | 0.002 |
| 2023 | 0.042 | 0.008 | -0.017 | 0.071 |
| 2022 | -0.060 | -0.078 | -0.053 | 0.028 |
| 2021 | 0.013 | 0.013 | 0.000 | 0.002 |
| 2020 | -0.092 | 0.063 | 0.013 | 0.028 |
| 2019 | 0.046 | 0.027 | 0.018 | 0.002 |
| 2018 | -0.016 | 0.005 | -0.001 | -0.031 |
| 2017 | 0.015 | 0.007 | 0.016 | -0.001 |
| 2016 | 0.001 | 0.007 | 0.021 | 0.005 |
| 2015 | 0.054 | -0.035 | -0.012 | 0.019 |
| 2014 | 0.023 | 0.023 | 0.013 | 0.005 |
| 2013 | 0.002 | 0.000 | 0.029 | 0.028 |
| 2012 | 0.043 | -0.010 | 0.045 | 0.028 |
| 2011 | 0.003 | 0.004 | -0.032 | 0.015 |
| 2010 | 0.019 | -0.014 | 0.031 | -0.023 |
| 2009 | -0.023 | 0.036 | 0.061 | 0.005 |
| 2008 | -0.019 | -0.031 | 0.013 | 0.022 |
| 2007 | 0.007 | 0.007 | 0.011 | 0.008 |
| 2006 | 0.001 | -0.016 | 0.036 | 0.009 |
| 2005 | 0.015 | 0.040 | 0.018 | 0.004 |
| 2004 | 0.023 | -0.005 | 0.018 | 0.029 |
| 2003 | -0.004 | 0.045 | -0.001 | 0.012 |
| 2002 | -0.002 | -0.017 | -0.008 | 0.022 |
| 2001 | -0.006 | 0.000 | -0.046 | 0.055 |
| 2000 | 0.026 | 0.007 | 0.018 | 0.017 |
| 1999 | 0.000 | 0.007 | -0.017 | 0.048 |
| 1998 | 0.066 | 0.033 | -0.056 | 0.035 |
| 1997 | 0.045 | 0.058 | 0.024 | 0.024 |
| 1996 | 0.017 | 0.035 | 0.032 | 0.039 |
| 1995 | -0.033 | 0.041 | 0.035 | 0.029 |
| 1994 | -0.037 | -0.034 | -0.010 | 0.003 |
| 1993 | 0.035 | 0.031 | 0.004 | 0.059 |
| 1992 | 0.035 | 0.016 | -0.033 | 0.045 |
| 1991 | 0.019 | 0.014 | 0.009 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.046 |
| 5 years | 0.012 |
| 10 years | 0.015 |