Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 38 |
| 1 month | 0.028 | 0 | 40 |
| 3 months | -0.063 | 0 | 48 |
| 1 year | 0.004 | 0 | 15 |
| 3 years | 0.006 | 0 | 53 |
| 5 years | 0.053 | 0 | — |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.056 | — |
| 2022 | -0.268 | — |
| 2021 | 0.213 | — |
| 2020 | 0.131 | — |
| 2019 | 0.276 | — |
| 2018 | -0.071 | — |
| 2017 | 0.145 | — |
| 2016 | 0.008 | — |
| 2015 | 0.082 | — |
| 2014 | 0.131 | — |
| 2013 | 0.215 | — |
| 2012 | 0.117 | — |
| 2011 | -0.127 | — |
| 2010 | -0.051 | — |
| 2009 | 0.229 | — |
| 2008 | -0.361 | — |
| 2007 | 0.095 | — |
| 2006 | 0.116 | — |
| 2005 | 0.323 | — |
| 2004 | 0.084 | — |
| 2003 | 0.143 | — |
| 2002 | -0.367 | — |
| 2001 | -0.211 | — |
| 2000 | -0.052 | — |
| 1999 | 0.201 | — |
| 1998 | 0.341 | — |
| 1997 | 0.465 | — |
| 1996 | 0.179 | — |
| 1995 | 0.054 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.051 | 0.013 | 0.026 | -0.009 |
| 2023 | 0.069 | 0.019 | -0.046 | 0.016 |
| 2022 | -0.162 | -0.141 | -0.067 | 0.089 |
| 2021 | 0.096 | 0.067 | 0.004 | 0.033 |
| 2020 | -0.179 | 0.151 | 0.087 | 0.100 |
| 2019 | 0.152 | 0.055 | 0.014 | 0.035 |
| 2018 | 0.025 | 0.059 | 0.004 | -0.148 |
| 2017 | 0.052 | 0.050 | 0.024 | 0.012 |
| 2016 | -0.084 | -0.005 | 0.075 | 0.028 |
| 2015 | 0.147 | -0.033 | -0.064 | 0.043 |
| 2014 | 0.038 | 0.052 | 0.002 | 0.033 |
| 2013 | 0.032 | 0.023 | 0.063 | 0.082 |
| 2012 | 0.072 | -0.047 | 0.034 | 0.057 |
| 2011 | -0.007 | 0.008 | -0.175 | 0.057 |
| 2010 | -0.017 | -0.095 | 0.030 | 0.036 |
| 2009 | -0.116 | 0.201 | 0.097 | 0.055 |
| 2008 | -0.176 | -0.018 | -0.103 | -0.120 |
| 2007 | 0.055 | 0.072 | -0.033 | 0 |
| 2006 | 0.069 | -0.058 | 0.063 | 0.043 |
| 2005 | 0.057 | 0.102 | 0.079 | 0.052 |
| 2004 | 0.056 | 0.004 | -0.022 | 0.045 |
| 2003 | -0.107 | 0.168 | -0.014 | 0.111 |
| 2002 | -0.033 | -0.166 | -0.226 | 0.015 |
| 2001 | -0.152 | 0.007 | -0.181 | 0.128 |
| 2000 | 0.045 | -0.022 | 0.000 | -0.073 |
| 1999 | -0.023 | 0.005 | -0.038 | 0.271 |
| 1998 | 0.196 | 0.070 | -0.134 | 0.210 |
| 1997 | 0.154 | 0.144 | 0.070 | 0.037 |
| 1996 | 0.008 | 0.006 | 0.027 | 0.132 |
| 1995 | 0.015 | 0.039 | -0.008 | 0.008 |
| 1994 | 0.001 | -0.016 | -0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.006 |
| 5 years | 0.053 |
| 10 years | 0.038 |