Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 67 |
| 1 month | -0.006 | 0 | 44 |
| 3 months | -0.085 | 0 | 69 |
| 1 year | -0.011 | 0 | 67 |
| 3 years | 0.031 | 0 | 76 |
| 5 years | 0.052 | 0 | 60 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.096 | — |
| 2022 | -0.148 | — |
| 2021 | 0.137 | — |
| 2020 | 0.049 | — |
| 2019 | 0.160 | — |
| 2018 | -0.059 | — |
| 2017 | 0.088 | — |
| 2016 | 0.071 | — |
| 2015 | 0.029 | — |
| 2014 | 0.091 | — |
| 2013 | 0.093 | — |
| 2012 | 0.065 | — |
| 2011 | -0.008 | — |
| 2010 | 0.027 | — |
| 2009 | 0.171 | — |
| 2008 | -0.139 | — |
| 2007 | 0.011 | — |
| 2006 | 0.067 | — |
| 2005 | 0.228 | — |
| 2004 | 0.059 | — |
| 2003 | 0.076 | — |
| 2002 | -0.199 | — |
| 2001 | -0.051 | — |
| 2000 | -0.032 | — |
| 1999 | 0.387 | — |
| 1998 | 0.175 | — |
| 1997 | 0.206 | — |
| 1996 | 0.250 | — |
| 1995 | 0.184 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | — | — | — |
| 2024 | 0.069 | 0.015 | 0.015 | 0.013 |
| 2023 | 0.027 | 0.040 | -0.026 | 0.052 |
| 2022 | -0.074 | -0.090 | -0.012 | 0.023 |
| 2021 | 0.045 | 0.031 | 0.008 | 0.047 |
| 2020 | -0.138 | 0.093 | 0.068 | 0.044 |
| 2019 | 0.080 | 0.026 | 0.014 | 0.033 |
| 2018 | -0.002 | 0.025 | 0.019 | -0.097 |
| 2017 | 0.041 | 0.009 | 0.014 | 0.022 |
| 2016 | -0.011 | 0.018 | 0.044 | 0.020 |
| 2015 | 0.067 | -0.022 | -0.037 | 0.023 |
| 2014 | 0.013 | 0.037 | 0 | 0.039 |
| 2013 | 0.032 | 0.003 | 0.029 | 0.027 |
| 2012 | 0.040 | -0.007 | 0.017 | 0.014 |
| 2011 | -0.020 | 0.013 | -0.034 | 0.033 |
| 2010 | 0.017 | -0.009 | 0 | 0.020 |
| 2009 | -0.007 | 0.091 | 0.034 | 0.045 |
| 2008 | -0.076 | -0.033 | -0.021 | -0.016 |
| 2007 | 0.028 | 0.017 | -0.013 | -0.020 |
| 2006 | 0.033 | -0.034 | 0.044 | 0.024 |
| 2005 | 0.034 | 0.091 | 0.046 | 0.040 |
| 2004 | 0.059 | -0.005 | -0.010 | 0.015 |
| 2003 | -0.031 | 0.061 | 0.005 | 0.041 |
| 2002 | -0.032 | -0.105 | -0.102 | 0.030 |
| 2001 | -0.073 | 0.051 | -0.088 | 0.068 |
| 2000 | 0.044 | -0.033 | -0.013 | -0.028 |
| 1999 | 0.063 | 0.082 | 0.009 | 0.196 |
| 1998 | 0.105 | 0.055 | -0.102 | 0.123 |
| 1997 | 0.085 | 0.084 | 0.052 | -0.025 |
| 1996 | 0.024 | 0.052 | 0.044 | 0.112 |
| 1995 | -0.024 | 0.129 | 0.102 | -0.024 |
| 1994 | -0.015 | -0.003 | 0.054 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.031 |
| 5 years | 0.052 |
| 10 years | 0.037 |