Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | 37 |
| 1 month | 0.010 | 0 | 57 |
| 3 months | 0.005 | 0 | 55 |
| 1 year | 0.041 | 0 | 49 |
| 3 years | -0.007 | 0 | 64 |
| 5 years | 0.078 | 0 | 47 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.003 | — |
| 2023 | 0.020 | — |
| 2022 | -0.230 | — |
| 2021 | 0.226 | — |
| 2020 | 0.263 | — |
| 2019 | 0.265 | — |
| 2018 | -0.090 | — |
| 2017 | 0.039 | — |
| 2016 | 0.133 | — |
| 2015 | 0.136 | — |
| 2014 | 0.020 | — |
| 2013 | 0.311 | — |
| 2012 | 0.171 | — |
| 2011 | -0.262 | — |
| 2010 | 0.279 | — |
| 2009 | 0.556 | — |
| 2008 | -0.465 | — |
| 2007 | 0.080 | — |
| 2006 | 0.265 | — |
| 2005 | 0.354 | — |
| 2004 | 0.212 | — |
| 2003 | 0.284 | — |
| 2002 | -0.046 | — |
| 2001 | -0.008 | — |
| 2000 | -0.035 | — |
| 1999 | 0.424 | — |
| 1998 | 0.100 | — |
| 1997 | 0.357 | — |
| 1996 | 0.431 | — |
| 1995 | -0.145 | — |
| 1994 | -0.038 | — |
| 1993 | 0.613 | — |
| 1992 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.058 | — | — | — |
| 2024 | 0.006 | 0.041 | 0.041 | -0.086 |
| 2023 | 0.049 | -0.034 | -0.050 | 0.060 |
| 2022 | -0.121 | -0.130 | -0.077 | 0.091 |
| 2021 | 0.105 | 0.115 | -0.034 | 0.030 |
| 2020 | -0.212 | 0.224 | 0.131 | 0.157 |
| 2019 | 0.112 | 0.046 | -0.014 | 0.102 |
| 2018 | -0.007 | 0.044 | 0.037 | -0.153 |
| 2017 | 0.021 | 0.076 | 0.009 | -0.064 |
| 2016 | -0.025 | 0.009 | 0.095 | 0.053 |
| 2015 | 0.201 | -0.043 | -0.088 | 0.084 |
| 2014 | 0.005 | 0.033 | -0.042 | 0.026 |
| 2013 | 0.088 | -0.028 | 0.155 | 0.073 |
| 2012 | 0.186 | -0.110 | 0.065 | 0.042 |
| 2011 | 0.042 | -0.073 | -0.262 | 0.037 |
| 2010 | 0.118 | -0.065 | 0.132 | 0.081 |
| 2009 | -0.026 | 0.288 | 0.202 | 0.032 |
| 2008 | -0.071 | -0.075 | -0.167 | -0.254 |
| 2007 | 0.075 | 0.095 | -0.013 | -0.071 |
| 2006 | 0.168 | -0.083 | 0.041 | 0.134 |
| 2005 | 0.095 | 0.098 | 0.117 | 0.008 |
| 2004 | 0.071 | 0.022 | 0.023 | 0.082 |
| 2003 | -0.065 | 0.098 | 0.124 | 0.112 |
| 2002 | 0.101 | -0.067 | -0.138 | 0.078 |
| 2001 | -0.082 | 0.060 | -0.145 | 0.193 |
| 2000 | 0.106 | -0.043 | -0.056 | -0.034 |
| 1999 | 0.061 | 0.120 | -0.020 | 0.223 |
| 1998 | 0.226 | 0.077 | -0.258 | 0.124 |
| 1997 | 0.152 | 0.162 | 0.063 | -0.046 |
| 1996 | 0.093 | 0.122 | 0.053 | 0.109 |
| 1995 | -0.155 | 0.143 | 0.022 | -0.135 |
| 1994 | 0.067 | -0.082 | 0.059 | -0.072 |
| 1993 | 0.206 | 0.115 | 0.066 | 0.126 |
| 1992 | -0.111 | 0.214 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | -0.014 |
| 5 years | 0.074 |
| 10 years | 0.053 |