Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.182 | 0 | 5 |
| 1 month | -0.005 | 0 | 70 |
| 3 months | 0.128 | 0 | 1 |
| 1 year | 0.209 | 0 | 4 |
| 3 years | 0.280 | 0 | 4 |
| 5 years | 0.171 | 0 | 5 |
| 10 years | 0.166 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.372 | — |
| 2023 | 0.374 | — |
| 2022 | -0.229 | — |
| 2021 | 0.250 | — |
| 2020 | 0.292 | — |
| 2019 | 0.259 | — |
| 2018 | 0.088 | — |
| 2017 | 0.221 | — |
| 2016 | -0.008 | — |
| 2015 | 0.218 | — |
| 2014 | 0.269 | — |
| 2013 | 0.491 | — |
| 2012 | 0.072 | — |
| 2011 | -0.031 | — |
| 2010 | 0.116 | — |
| 2009 | 0.263 | — |
| 2008 | -0.293 | — |
| 2007 | 0.005 | — |
| 2006 | -0.018 | — |
| 2005 | -0.030 | — |
| 2004 | -0.092 | — |
| 2003 | 0.166 | — |
| 2002 | -0.480 | — |
| 2001 | -0.314 | — |
| 2000 | -0.006 | — |
| 1999 | 0.567 | — |
| 1998 | 0.314 | — |
| 1997 | 0.175 | — |
| 1996 | 0.175 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.091 | 0.097 | 0.125 | — |
| 2024 | 0.150 | 0.094 | 0.006 | 0.085 |
| 2023 | 0.134 | 0.107 | -0.009 | 0.104 |
| 2022 | -0.108 | -0.161 | -0.001 | 0.031 |
| 2021 | 0.010 | 0.090 | 0.030 | 0.103 |
| 2020 | -0.050 | 0.200 | 0.073 | 0.056 |
| 2019 | 0.117 | 0.012 | 0.008 | 0.105 |
| 2018 | 0.042 | 0.073 | 0.081 | -0.100 |
| 2017 | 0.094 | 0.023 | 0.028 | 0.061 |
| 2016 | -0.100 | -0.015 | 0.126 | -0.007 |
| 2015 | 0.163 | -0.001 | -0.029 | 0.080 |
| 2014 | 0.094 | -0.012 | 0.064 | 0.103 |
| 2013 | 0.101 | 0.056 | 0.116 | 0.149 |
| 2012 | 0.160 | -0.056 | 0.004 | -0.024 |
| 2011 | 0.055 | -0.005 | -0.083 | 0.007 |
| 2010 | 0.002 | -0.061 | 0.100 | 0.077 |
| 2009 | 0.017 | 0.096 | 0.066 | 0.063 |
| 2008 | -0.131 | 0.010 | -0.069 | -0.135 |
| 2007 | -0.020 | 0.024 | 0.023 | -0.021 |
| 2006 | 0.072 | -0.139 | 0.008 | 0.056 |
| 2005 | -0.076 | 0.020 | 0.019 | 0.010 |
| 2004 | 0.012 | -0.011 | -0.157 | 0.076 |
| 2003 | -0.074 | 0.101 | 0.086 | 0.053 |
| 2002 | -0.139 | -0.294 | -0.188 | 0.054 |
| 2001 | -0.321 | 0.108 | -0.299 | 0.299 |
| 2000 | 0.248 | 0.021 | 0.082 | -0.278 |
| 1999 | -0.049 | 0.112 | 0.038 | 0.428 |
| 1998 | 0.073 | -0.003 | -0.103 | 0.369 |
| 1997 | -0.014 | 0.116 | 0.195 | -0.106 |
| 1996 | 0.007 | 0.081 | 0.002 | 0.077 |
| 1995 | 0.075 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.209 |
| 3 years | 0.280 |
| 5 years | 0.171 |
| 10 years | 0.166 |
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