Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0.204 | 84 |
| 1 month | -0.019 | 0.027 | 90 |
| 3 months | -0.012 | 0.113 | 90 |
| 1 year | -0.010 | 0.368 | 71 |
| 3 years | 0.017 | 0.108 | 19 |
| 5 years | 0.059 | 0.070 | 47 |
| 10 years | 0.055 | 0.091 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.160 | — |
| 2022 | -0.251 | — |
| 2021 | 0.421 | — |
| 2020 | -0.035 | -0.045 |
| 2019 | 0.284 | 0.273 |
| 2018 | -0.072 | -0.060 |
| 2017 | 0.053 | 0.062 |
| 2016 | 0.052 | 0.069 |
| 2015 | 0.046 | 0.024 |
| 2014 | 0.294 | 0.280 |
| 2013 | -0.001 | 0.016 |
| 2012 | 0.173 | 0.176 |
| 2011 | 0.067 | 0.075 |
| 2010 | 0.263 | 0.271 |
| 2009 | 0.273 | 0.313 |
| 2008 | -0.347 | -0.396 |
| 2007 | -0.174 | -0.147 |
| 2006 | 0.338 | 0.336 |
| 2005 | 0.072 | 0.115 |
| 2004 | 0.311 | 0.320 |
| 2003 | 0.355 | 0.368 |
| 2002 | 0.031 | 0.045 |
| 2001 | 0.054 | 0.100 |
| 2000 | 0.288 | 0.270 |
| 1999 | -0.025 | -0.028 |
| 1998 | -0.123 | -0.156 |
| 1997 | 0.247 | 0.222 |
| 1996 | 0.383 | 0.345 |
| 1995 | 0.168 | 0.141 |
| 1994 | — | -0.008 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | -0.021 | — | — |
| 2024 | -0.008 | -0.009 | 0.172 | -0.068 |
| 2023 | 0.049 | 0.027 | -0.078 | 0.168 |
| 2022 | -0.065 | -0.165 | -0.084 | 0.048 |
| 2021 | 0.058 | 0.129 | 0.014 | 0.173 |
| 2020 | -0.222 | 0.119 | 0.019 | 0.088 |
| 2019 | 0.172 | 0.015 | 0.083 | -0.004 |
| 2018 | -0.065 | 0.077 | 0.003 | -0.082 |
| 2017 | 0.012 | 0.024 | 0.002 | 0.014 |
| 2016 | 0.055 | 0.065 | -0.025 | -0.039 |
| 2015 | 0.039 | -0.094 | 0.028 | 0.080 |
| 2014 | 0.100 | 0.068 | -0.035 | 0.143 |
| 2013 | 0.066 | -0.020 | -0.041 | -0.002 |
| 2012 | 0.107 | 0.039 | 0.000 | 0.020 |
| 2011 | 0.051 | 0.032 | -0.144 | 0.150 |
| 2010 | 0.102 | -0.045 | 0.124 | 0.068 |
| 2009 | -0.271 | 0.241 | 0.284 | 0.096 |
| 2008 | -0.003 | -0.023 | 0.076 | -0.376 |
| 2007 | 0.023 | -0.107 | 0.039 | -0.129 |
| 2006 | 0.138 | -0.008 | 0.083 | 0.094 |
| 2005 | -0.065 | 0.103 | 0.018 | 0.022 |
| 2004 | 0.106 | -0.040 | 0.069 | 0.155 |
| 2003 | 0.003 | 0.118 | 0.099 | 0.100 |
| 2002 | 0.065 | 0.042 | -0.099 | 0.031 |
| 2001 | -0.040 | 0.103 | -0.051 | 0.048 |
| 2000 | 0.030 | 0.108 | 0.086 | 0.039 |
| 1999 | -0.030 | 0.090 | -0.080 | 0.004 |
| 1998 | 0.011 | -0.054 | -0.083 | -0.001 |
| 1997 | 0.040 | 0.042 | 0.135 | 0.015 |
| 1996 | 0.021 | 0.046 | 0.094 | 0.183 |
| 1995 | -0.021 | 0.060 | 0.048 | 0.075 |
| 1994 | -0.022 | 0.027 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.017 |
| 5 years | 0.059 |
| 10 years | 0.055 |