Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 64 |
| 1 month | -0.037 | 0 | 41 |
| 3 months | -0.126 | 0 | 59 |
| 1 year | 0.043 | 0 | 33 |
| 3 years | 0.070 | 0 | 31 |
| 5 years | 0.119 | 0 | 29 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.290 | — |
| 2023 | 0.178 | — |
| 2022 | -0.148 | — |
| 2021 | 0.331 | — |
| 2020 | 0.004 | — |
| 2019 | 0.284 | — |
| 2018 | -0.095 | — |
| 2017 | 0.069 | — |
| 2016 | 0.086 | — |
| 2015 | 0.118 | — |
| 2014 | 0.210 | — |
| 2013 | 0.216 | — |
| 2012 | 0.121 | — |
| 2011 | -0.034 | — |
| 2010 | 0.197 | — |
| 2009 | 0.259 | — |
| 2008 | -0.459 | — |
| 2007 | -0.030 | — |
| 2006 | 0.030 | — |
| 2005 | 0.219 | — |
| 2004 | -0.028 | — |
| 2003 | 0.087 | — |
| 2002 | -0.378 | — |
| 2001 | -0.235 | — |
| 2000 | -0.152 | — |
| 1999 | 0.584 | — |
| 1998 | 0.342 | — |
| 1997 | 0.390 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | — | — | — |
| 2024 | 0.128 | 0.041 | 0.003 | 0.095 |
| 2023 | 0.039 | 0.064 | 0.011 | 0.054 |
| 2022 | -0.038 | -0.103 | -0.015 | 0.001 |
| 2021 | 0.106 | 0.061 | 0.032 | 0.099 |
| 2020 | -0.206 | 0.136 | 0.022 | 0.090 |
| 2019 | 0.141 | 0.012 | 0.042 | 0.067 |
| 2018 | -0.056 | 0.069 | 0.035 | -0.133 |
| 2017 | 0.040 | -0.034 | 0.015 | 0.049 |
| 2016 | -0.051 | -0.009 | 0.050 | 0.100 |
| 2015 | 0.157 | -0.035 | -0.090 | 0.100 |
| 2014 | 0.020 | 0.055 | 0.048 | 0.073 |
| 2013 | 0.113 | -0.012 | 0.036 | 0.067 |
| 2012 | 0.075 | -0.007 | 0.061 | -0.011 |
| 2011 | -0.011 | -0.020 | -0.102 | 0.110 |
| 2010 | 0.096 | -0.036 | 0.014 | 0.118 |
| 2009 | -0.020 | 0.123 | 0.089 | 0.050 |
| 2008 | -0.179 | 0.010 | -0.145 | -0.237 |
| 2007 | 0.020 | 0.042 | -0.051 | -0.038 |
| 2006 | 0.039 | -0.093 | 0.047 | 0.045 |
| 2005 | 0.029 | 0.062 | 0.062 | 0.051 |
| 2004 | 0.021 | -0.014 | -0.046 | 0.011 |
| 2003 | -0.101 | 0.135 | 0.023 | 0.041 |
| 2002 | 0 | -0.213 | -0.216 | 0.008 |
| 2001 | -0.144 | -0.004 | -0.218 | 0.147 |
| 2000 | 0.148 | -0.063 | 0.007 | -0.217 |
| 1999 | 0.123 | 0.114 | -0.030 | 0.305 |
| 1998 | 0.207 | 0.149 | -0.161 | 0.152 |
| 1997 | 0.128 | 0.143 | 0.110 | -0.030 |
| 1996 | 0.037 | 0.077 | 0.116 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.051 |
| 5 years | 0.107 |
| 10 years | 0.069 |