Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0.014 | 75 |
| 1 month | 0.007 | 0.003 | 88 |
| 3 months | 0.004 | 0.017 | 81 |
| 1 year | -0.023 | 0.044 | 78 |
| 3 years | 0.013 | 0.044 | 83 |
| 5 years | -0.011 | 0.026 | 96 |
| 10 years | 0.006 | 0.037 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.015 | — |
| 2023 | 0.054 | — |
| 2022 | -0.114 | — |
| 2021 | 0.008 | — |
| 2020 | 0.039 | 0.043 |
| 2019 | 0.053 | 0.065 |
| 2018 | 0.007 | 0.007 |
| 2017 | 0.011 | 0.033 |
| 2016 | 0.006 | 0.006 |
| 2015 | 0.011 | 0.024 |
| 2014 | 0.081 | 0.102 |
| 2013 | -0.073 | -0.057 |
| 2012 | 0.064 | 0.076 |
| 2011 | 0.106 | 0.102 |
| 2010 | 0.004 | 0.012 |
| 2009 | 0.164 | 0.191 |
| 2008 | -0.072 | -0.101 |
| 2007 | 0.016 | 0.016 |
| 2006 | 0.042 | 0.044 |
| 2005 | 0.034 | 0.030 |
| 2004 | 0.044 | 0.038 |
| 2003 | 0.044 | 0.048 |
| 2002 | 0.087 | 0.085 |
| 2001 | 0.044 | 0.043 |
| 2000 | 0.110 | 0.110 |
| 1999 | -0.048 | -0.043 |
| 1998 | 0.055 | 0.055 |
| 1997 | 0.082 | 0.089 |
| 1996 | 0.035 | 0.035 |
| 1995 | — | 0.170 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | -0.007 | — | — |
| 2024 | 0.001 | 0.005 | 0.023 | -0.014 |
| 2023 | 0.028 | -0.004 | -0.043 | 0.076 |
| 2022 | -0.067 | -0.043 | -0.046 | 0.040 |
| 2021 | -0.007 | 0.015 | -0.008 | 0.008 |
| 2020 | 0.000 | 0.019 | 0.006 | 0.014 |
| 2019 | 0.021 | 0.019 | 0.012 | 0.000 |
| 2018 | -0.010 | 0.006 | 0.002 | 0.009 |
| 2017 | 0.006 | 0.004 | -0.002 | 0.003 |
| 2016 | 0.011 | 0.021 | 0.000 | -0.026 |
| 2015 | 0.005 | -0.010 | 0.009 | 0.007 |
| 2014 | 0.034 | 0.017 | 0.018 | 0.009 |
| 2013 | -0.001 | -0.033 | -0.033 | -0.007 |
| 2012 | 0.021 | 0.019 | 0.022 | 0.001 |
| 2011 | 0.001 | 0.041 | 0.044 | 0.018 |
| 2010 | 0.011 | 0.016 | 0.032 | -0.053 |
| 2009 | 0.061 | 0.035 | 0.069 | -0.009 |
| 2008 | -0.018 | 0.014 | -0.055 | -0.014 |
| 2007 | 0.005 | -0.008 | 0.010 | 0.008 |
| 2006 | 0.003 | -0.002 | 0.030 | 0.011 |
| 2005 | 0.004 | 0.026 | -0.002 | 0.006 |
| 2004 | 0.019 | -0.023 | 0.036 | 0.014 |
| 2003 | 0.008 | 0.025 | -0.005 | 0.015 |
| 2002 | 0.008 | 0.031 | 0.048 | -0.001 |
| 2001 | 0.018 | 0.005 | 0.028 | -0.007 |
| 2000 | 0.027 | 0.012 | 0.023 | 0.043 |
| 1999 | 0.005 | -0.021 | -0.012 | -0.021 |
| 1998 | 0.010 | 0.014 | 0.025 | 0.005 |
| 1997 | -0.002 | 0.030 | 0.025 | 0.027 |
| 1996 | -0.014 | 0.011 | 0.019 | 0.020 |
| 1995 | 0.020 | 0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | 0.013 |
| 5 years | -0.011 |
| 10 years | 0.006 |