Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 16 |
| 1 month | 0.004 | 0 | 8 |
| 3 months | -0.029 | 0 | 25 |
| 1 year | 0.039 | 0 | 33 |
| 3 years | 0.029 | 0 | 33 |
| 5 years | 0.041 | 0 | 45 |
| 10 years | 0.023 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.089 | — |
| 2022 | -0.165 | — |
| 2021 | 0.089 | — |
| 2020 | 0.040 | — |
| 2019 | 0.126 | — |
| 2018 | -0.079 | — |
| 2017 | 0.090 | — |
| 2016 | 0.045 | — |
| 2015 | 0.014 | — |
| 2014 | 0.070 | — |
| 2013 | 0.077 | — |
| 2012 | 0.099 | — |
| 2011 | -0.041 | — |
| 2010 | 0.075 | — |
| 2009 | 0.142 | — |
| 2008 | -0.192 | — |
| 2007 | 0.005 | — |
| 2006 | 0.055 | — |
| 2005 | 0.118 | — |
| 2004 | 0.065 | — |
| 2003 | 0.085 | — |
| 2002 | -0.140 | — |
| 2001 | -0.037 | — |
| 2000 | 0.004 | — |
| 1999 | 0.098 | — |
| 1998 | 0.090 | — |
| 1997 | 0.176 | — |
| 1996 | 0.165 | — |
| 1995 | 0.106 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.041 | 0.006 | 0.033 | -0.012 |
| 2023 | 0.034 | 0.013 | -0.019 | 0.060 |
| 2022 | -0.079 | -0.097 | -0.040 | 0.045 |
| 2021 | 0.034 | 0.029 | 0.002 | 0.021 |
| 2020 | -0.159 | 0.119 | 0.024 | 0.078 |
| 2019 | 0.071 | 0.018 | 0.000 | 0.033 |
| 2018 | -0.022 | 0.009 | 0.013 | -0.079 |
| 2017 | 0.033 | 0.016 | 0.024 | 0.015 |
| 2016 | -0.013 | 0.007 | 0.035 | 0.016 |
| 2015 | 0.053 | -0.022 | -0.043 | 0.028 |
| 2014 | 0.016 | 0.029 | 0.007 | 0.015 |
| 2013 | 0.034 | -0.014 | 0.028 | 0.028 |
| 2012 | 0.052 | -0.008 | 0.040 | 0.013 |
| 2011 | -0.004 | -0.003 | -0.074 | 0.043 |
| 2010 | 0.037 | -0.023 | 0.032 | 0.028 |
| 2009 | -0.067 | 0.095 | 0.093 | 0.023 |
| 2008 | -0.076 | -0.028 | -0.027 | -0.075 |
| 2007 | 0.003 | 0.024 | -0.006 | -0.016 |
| 2006 | 0.020 | -0.031 | 0.038 | 0.029 |
| 2005 | 0.016 | 0.044 | 0.031 | 0.023 |
| 2004 | 0.027 | 0.000 | 0.001 | 0.036 |
| 2003 | -0.053 | 0.083 | 0.011 | 0.045 |
| 2002 | 0.004 | -0.076 | -0.103 | 0.035 |
| 2001 | -0.030 | 0.019 | -0.088 | 0.068 |
| 2000 | 0.026 | -0.011 | 0.006 | -0.016 |
| 1999 | 0.027 | 0.016 | -0.025 | 0.079 |
| 1998 | 0.078 | 0.010 | -0.071 | 0.077 |
| 1997 | 0.057 | 0.072 | 0.027 | 0.011 |
| 1996 | 0.039 | 0.040 | 0.029 | 0.049 |
| 1995 | -0.037 | 0.055 | 0.047 | 0.039 |
| 1994 | -0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.015 |
| 5 years | 0.033 |
| 10 years | 0.019 |