Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 33 |
| 1 month | 0.029 | 0 | 28 |
| 3 months | 0.019 | 0 | 57 |
| 1 year | 0.088 | 0 | 46 |
| 3 years | 0.128 | 0 | 69 |
| 5 years | 0.171 | 0 | 78 |
| 10 years | 0.118 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.198 | — |
| 2022 | 0.012 | — |
| 2021 | 0.237 | — |
| 2020 | 0.192 | — |
| 2019 | 0.102 | — |
| 2018 | -0.004 | — |
| 2017 | 0.250 | — |
| 2016 | 0.044 | — |
| 2015 | 0.060 | — |
| 2014 | 0.457 | — |
| 2013 | 0.040 | — |
| 2012 | 0.264 | — |
| 2011 | -0.098 | — |
| 2010 | 0.173 | — |
| 2009 | 0.617 | — |
| 2008 | -0.387 | — |
| 2007 | 0.435 | — |
| 2006 | 0.355 | — |
| 2005 | 0.435 | — |
| 2004 | 0.212 | — |
| 2003 | 0.582 | — |
| 2002 | 0.127 | — |
| 2001 | -0.106 | — |
| 2000 | -0.133 | — |
| 1999 | 0.155 | — |
| 1998 | -0.093 | — |
| 1997 | 0.092 | — |
| 1996 | 0.087 | — |
| 1995 | -0.309 | — |
| 1994 | 0.163 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.027 | 0.093 | 0.070 | -0.048 |
| 2023 | -0.026 | 0.094 | 0.031 | 0.090 |
| 2022 | -0.024 | -0.077 | 0.090 | 0.030 |
| 2021 | 0.047 | 0.075 | 0.088 | 0.009 |
| 2020 | -0.150 | 0.127 | 0.075 | 0.158 |
| 2019 | 0.061 | 0.016 | -0.020 | 0.044 |
| 2018 | -0.037 | 0.028 | 0.002 | 0.003 |
| 2017 | 0.103 | 0.044 | 0.028 | 0.056 |
| 2016 | -0.055 | 0.066 | 0.090 | -0.049 |
| 2015 | 0.040 | -0.010 | 0.001 | 0.028 |
| 2014 | 0.053 | 0.189 | 0.075 | 0.083 |
| 2013 | -0.053 | 0.003 | -0.009 | 0.105 |
| 2012 | 0.113 | 0.025 | 0.055 | 0.049 |
| 2011 | -0.035 | 0.024 | -0.044 | -0.045 |
| 2010 | 0.029 | 0.058 | 0.099 | -0.020 |
| 2009 | -0.039 | 0.392 | 0.163 | 0.038 |
| 2008 | -0.205 | -0.136 | 0.008 | -0.114 |
| 2007 | -0.045 | 0.112 | 0.154 | 0.172 |
| 2006 | 0.268 | -0.051 | 0.097 | 0.027 |
| 2005 | -0.012 | 0.101 | 0.202 | 0.097 |
| 2004 | -0.009 | -0.042 | 0.108 | 0.153 |
| 2003 | 0.008 | 0.152 | 0.126 | 0.210 |
| 2002 | 0.101 | -0.017 | -0.053 | 0.100 |
| 2001 | -0.089 | 0.014 | -0.033 | 0.001 |
| 2000 | -0.054 | -0.008 | -0.109 | 0.038 |
| 1999 | -0.002 | 0.058 | 0.049 | 0.044 |
| 1998 | 0.024 | -0.086 | -0.008 | -0.024 |
| 1997 | 0.059 | 0.032 | 0.005 | -0.005 |
| 1996 | 0.024 | 0.091 | -0.049 | 0.023 |
| 1995 | -0.115 | -0.183 | -0.001 | -0.045 |
| 1994 | 0.084 | 0.084 | -0.025 | 0.016 |
| 1993 | 0.021 | 0.079 | 0.082 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.128 |
| 5 years | 0.171 |
| 10 years | 0.118 |