Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | 0.042 | 0 | — |
| 1 year | 0.073 | 0 | — |
| 3 years | 0.057 | 0 | — |
| 5 years | 0.030 | 0 | — |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.090 | — |
| 2022 | -0.132 | — |
| 2021 | 0.039 | — |
| 2020 | 0.068 | — |
| 2019 | 0.095 | — |
| 2018 | -0.049 | — |
| 2017 | 0.078 | — |
| 2016 | 0.003 | — |
| 2015 | -0.015 | — |
| 2014 | 0.000 | — |
| 2013 | 0.071 | — |
| 2012 | 0.054 | — |
| 2011 | -0.016 | — |
| 2010 | 0.032 | — |
| 2009 | 0.122 | — |
| 2008 | -0.152 | — |
| 2007 | 0.044 | — |
| 2006 | 0.071 | — |
| 2005 | 0.043 | — |
| 2004 | 0.058 | — |
| 2003 | 0.105 | — |
| 2002 | -0.025 | — |
| 2001 | -0.041 | — |
| 2000 | 0.011 | — |
| 1999 | 0.127 | — |
| 1998 | 0.083 | — |
| 1997 | 0.068 | — |
| 1996 | 0.078 | — |
| 1995 | 0.128 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.052 | — | — |
| 2024 | 0.017 | 0.008 | 0.041 | -0.027 |
| 2023 | 0.030 | 0.015 | -0.018 | 0.062 |
| 2022 | -0.047 | -0.084 | -0.053 | 0.050 |
| 2021 | -0.006 | 0.016 | 0.019 | 0.008 |
| 2020 | -0.081 | 0.062 | 0.035 | 0.058 |
| 2019 | 0.039 | 0.018 | 0.005 | 0.030 |
| 2018 | -0.003 | -0.008 | 0.008 | -0.046 |
| 2017 | 0.021 | 0.022 | 0.017 | 0.016 |
| 2016 | 0.000 | 0.003 | 0.019 | -0.018 |
| 2015 | 0.007 | -0.002 | -0.040 | 0.021 |
| 2014 | 0.005 | 0.012 | -0.021 | 0.004 |
| 2013 | 0.014 | -0.004 | 0.035 | 0.024 |
| 2012 | 0.038 | -0.015 | 0.032 | -0.001 |
| 2011 | 0.020 | 0.007 | -0.052 | 0.009 |
| 2010 | 0.002 | -0.045 | 0.067 | 0.011 |
| 2009 | -0.032 | 0.082 | 0.064 | 0.007 |
| 2008 | -0.014 | -0.017 | -0.070 | -0.059 |
| 2007 | 0.014 | 0.011 | 0.018 | 0 |
| 2006 | 0.019 | -0.004 | 0.022 | 0.033 |
| 2005 | -0.002 | 0.009 | 0.022 | 0.014 |
| 2004 | 0.019 | -0.012 | 0.006 | 0.045 |
| 2003 | -0.009 | 0.053 | 0.019 | 0.039 |
| 2002 | 0 | -0.007 | -0.033 | 0.016 |
| 2001 | -0.047 | 0.014 | -0.044 | 0.038 |
| 2000 | 0.027 | -0.007 | 0.004 | -0.013 |
| 1999 | 0.008 | 0.021 | 0.001 | 0.093 |
| 1998 | 0.052 | 0.005 | -0.035 | 0.062 |
| 1997 | -0.001 | 0.061 | 0.017 | -0.009 |
| 1996 | 0.017 | 0.024 | 0.008 | 0.026 |
| 1995 | 0.014 | 0.042 | 0.039 | 0.028 |
| 1994 | 0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.057 |
| 5 years | 0.030 |
| 10 years | 0.023 |