Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 37 |
| 1 month | 0.008 | 0 | 11 |
| 3 months | -0.012 | 0 | 32 |
| 1 year | 0.066 | 0 | 33 |
| 3 years | 0.046 | 0 | 76 |
| 5 years | 0.087 | 0 | 75 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.136 | — |
| 2022 | -0.174 | — |
| 2021 | 0.251 | — |
| 2020 | -0.056 | — |
| 2019 | 0.239 | — |
| 2018 | -0.136 | — |
| 2017 | 0.104 | — |
| 2016 | -0.007 | — |
| 2015 | 0.104 | — |
| 2014 | 0.050 | — |
| 2013 | 0.169 | — |
| 2012 | 0.160 | — |
| 2011 | -0.096 | — |
| 2010 | 0.077 | — |
| 2009 | 0.272 | — |
| 2008 | -0.440 | — |
| 2007 | 0.014 | — |
| 2006 | 0.158 | — |
| 2005 | 0.209 | — |
| 2004 | 0.077 | — |
| 2003 | 0.075 | — |
| 2002 | -0.334 | — |
| 2001 | -0.176 | — |
| 2000 | -0.087 | — |
| 1999 | 0.312 | — |
| 1998 | 0.149 | — |
| 1997 | 0.273 | — |
| 1996 | 0.348 | — |
| 1995 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | — | — | — |
| 2024 | 0.058 | 0.022 | 0.019 | -0.043 |
| 2023 | 0.082 | 0.002 | -0.031 | 0.082 |
| 2022 | -0.077 | -0.120 | -0.059 | 0.080 |
| 2021 | 0.089 | 0.065 | 0.004 | 0.075 |
| 2020 | -0.255 | 0.151 | 0.006 | 0.094 |
| 2019 | 0.132 | 0.028 | 0.019 | 0.045 |
| 2018 | -0.036 | 0.040 | 0.006 | -0.144 |
| 2017 | 0.061 | -0.004 | 0.046 | -0.001 |
| 2016 | -0.075 | -0.016 | 0.046 | 0.044 |
| 2015 | 0.168 | -0.032 | -0.079 | 0.060 |
| 2014 | 0.027 | 0.039 | -0.007 | -0.009 |
| 2013 | 0.048 | -0.022 | 0.083 | 0.053 |
| 2012 | 0.072 | -0.028 | 0.072 | 0.038 |
| 2011 | 0.000 | 0.002 | -0.164 | 0.080 |
| 2010 | 0.030 | -0.074 | 0.059 | 0.065 |
| 2009 | -0.091 | 0.162 | 0.157 | 0.042 |
| 2008 | -0.158 | -0.032 | -0.121 | -0.218 |
| 2007 | 0.017 | 0.064 | -0.031 | -0.033 |
| 2006 | 0.075 | -0.034 | 0.051 | 0.060 |
| 2005 | 0.037 | 0.051 | 0.070 | 0.037 |
| 2004 | 0.025 | 0.023 | -0.017 | 0.046 |
| 2003 | -0.119 | 0.115 | -0.003 | 0.097 |
| 2002 | 0.000 | -0.170 | -0.216 | 0.024 |
| 2001 | -0.104 | 0.012 | -0.184 | 0.113 |
| 2000 | 0.060 | -0.035 | -0.036 | -0.074 |
| 1999 | 0.032 | 0.043 | -0.038 | 0.268 |
| 1998 | 0.198 | 0.024 | -0.190 | 0.157 |
| 1997 | 0.080 | 0.110 | 0.073 | -0.010 |
| 1996 | 0.080 | 0.093 | 0.036 | 0.103 |
| 1995 | 0.088 | 0.057 | 0.071 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.046 |
| 5 years | 0.087 |
| 10 years | 0.032 |