Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 29 |
| 1 month | -0.006 | 0 | 29 |
| 3 months | -0.038 | 0 | 36 |
| 1 year | 0.024 | 0 | 64 |
| 3 years | 0.022 | 0 | 52 |
| 5 years | 0.041 | 0 | 46 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.096 | — |
| 2022 | -0.143 | — |
| 2021 | 0.102 | — |
| 2020 | 0.024 | — |
| 2019 | 0.134 | — |
| 2018 | -0.074 | — |
| 2017 | 0.049 | — |
| 2016 | 0.032 | — |
| 2015 | 0.057 | — |
| 2014 | 0.054 | — |
| 2013 | 0.105 | — |
| 2012 | 0.123 | — |
| 2011 | -0.039 | — |
| 2010 | 0.084 | — |
| 2009 | 0.165 | — |
| 2008 | -0.229 | — |
| 2007 | -0.002 | — |
| 2006 | 0.057 | — |
| 2005 | 0.163 | — |
| 2004 | 0.061 | — |
| 2003 | 0.092 | — |
| 2002 | -0.154 | — |
| 2001 | -0.099 | — |
| 2000 | 0.018 | — |
| 1999 | 0.234 | — |
| 1998 | 0.164 | — |
| 1997 | 0.179 | — |
| 1996 | 0.152 | — |
| 1995 | 0.087 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.040 | -0.002 | 0.024 | -0.005 |
| 2023 | 0.044 | 0.010 | -0.031 | 0.073 |
| 2022 | -0.058 | -0.088 | -0.022 | 0.021 |
| 2021 | 0.031 | 0.033 | 0.003 | 0.031 |
| 2020 | -0.136 | 0.100 | 0.013 | 0.063 |
| 2019 | 0.073 | 0.019 | 0.016 | 0.021 |
| 2018 | -0.018 | 0.018 | 0.006 | -0.080 |
| 2017 | 0.026 | 0.001 | 0.018 | 0.003 |
| 2016 | -0.026 | 0.000 | 0.030 | 0.029 |
| 2015 | 0.097 | -0.032 | -0.045 | 0.042 |
| 2014 | 0.018 | 0.024 | 0.007 | 0.005 |
| 2013 | 0.035 | -0.004 | 0.041 | 0.030 |
| 2012 | 0.068 | -0.020 | 0.049 | 0.022 |
| 2011 | 0.005 | 0.003 | -0.086 | 0.043 |
| 2010 | 0.041 | -0.034 | 0.039 | 0.037 |
| 2009 | -0.046 | 0.079 | 0.103 | 0.026 |
| 2008 | -0.078 | -0.028 | -0.055 | -0.089 |
| 2007 | 0.011 | 0.022 | -0.016 | -0.019 |
| 2006 | 0.040 | -0.045 | 0.034 | 0.031 |
| 2005 | 0.027 | 0.050 | 0.053 | 0.025 |
| 2004 | 0.034 | 0.002 | -0.007 | 0.031 |
| 2003 | -0.033 | 0.071 | 0.016 | 0.038 |
| 2002 | 0.012 | -0.097 | -0.082 | 0.008 |
| 2001 | -0.037 | 0.003 | -0.136 | 0.080 |
| 2000 | 0.057 | -0.015 | 0.013 | -0.036 |
| 1999 | 0.049 | 0.039 | -0.009 | 0.143 |
| 1998 | 0.156 | 0.048 | -0.127 | 0.100 |
| 1997 | 0.080 | 0.067 | 0.032 | -0.009 |
| 1996 | 0.055 | 0.051 | -0.004 | 0.044 |
| 1995 | -0.003 | 0.018 | 0.043 | 0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.123 |
| 3 years | -0.028 |
| 5 years | 0.011 |
| 10 years | 0.005 |