Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | 87 |
| 1 month | -0.038 | 0 | 61 |
| 3 months | -0.046 | 0 | 87 |
| 1 year | 0.001 | 0 | 49 |
| 3 years | -0.011 | 0 | 40 |
| 5 years | 0.123 | 0 | 26 |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.101 | — |
| 2022 | -0.253 | — |
| 2021 | 0.283 | — |
| 2020 | 0.189 | — |
| 2019 | 0.289 | — |
| 2018 | -0.221 | — |
| 2017 | 0.519 | — |
| 2016 | 0.242 | — |
| 2015 | 0.270 | — |
| 2014 | 0.053 | — |
| 2013 | 0.310 | — |
| 2012 | 0.107 | — |
| 2011 | -0.207 | — |
| 2010 | 0.272 | — |
| 2009 | 0.675 | — |
| 2008 | -0.436 | — |
| 2007 | -0.143 | — |
| 2006 | 0.469 | — |
| 2005 | 0.441 | — |
| 2004 | 0.401 | — |
| 2003 | 0.356 | — |
| 2002 | -0.433 | — |
| 2001 | -0.222 | — |
| 2000 | 0.164 | — |
| 1999 | 0.160 | — |
| 1998 | 0.146 | — |
| 1997 | 0.416 | — |
| 1996 | 0.644 | — |
| 1995 | 0.092 | — |
| 1994 | 0.100 | — |
| 1993 | 0.234 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.085 | 0.040 | 0.062 | -0.050 |
| 2023 | 0.067 | 0.015 | -0.055 | 0.075 |
| 2022 | -0.077 | -0.143 | -0.183 | 0.154 |
| 2021 | 0.124 | 0.089 | 0.023 | 0.025 |
| 2020 | -0.238 | 0.267 | 0.074 | 0.147 |
| 2019 | 0.118 | 0.018 | -0.021 | 0.157 |
| 2018 | 0.004 | -0.076 | 0.002 | -0.162 |
| 2017 | 0.180 | 0.150 | 0.072 | 0.044 |
| 2016 | 0.059 | 0.001 | 0.158 | 0.011 |
| 2015 | 0.242 | -0.050 | -0.079 | 0.168 |
| 2014 | -0.006 | 0.066 | -0.028 | 0.022 |
| 2013 | 0.070 | 0.003 | 0.119 | 0.091 |
| 2012 | 0.166 | -0.109 | 0.001 | 0.064 |
| 2011 | 0.029 | -0.015 | -0.209 | -0.011 |
| 2010 | 0.072 | -0.044 | 0.064 | 0.166 |
| 2009 | -0.075 | 0.374 | 0.161 | 0.135 |
| 2008 | -0.113 | 0.078 | -0.143 | -0.312 |
| 2007 | 0.247 | -0.026 | -0.167 | -0.154 |
| 2006 | 0.399 | 0.052 | -0.097 | 0.105 |
| 2005 | 0.219 | 0.058 | 0.064 | 0.051 |
| 2004 | 0.136 | 0.076 | 0.020 | 0.124 |
| 2003 | -0.083 | 0.230 | 0.122 | 0.071 |
| 2002 | -0.015 | -0.201 | -0.310 | 0.044 |
| 2001 | -0.042 | 0.000 | -0.316 | 0.186 |
| 2000 | 0.214 | -0.009 | -0.013 | -0.020 |
| 1999 | -0.007 | 0.079 | -0.034 | 0.122 |
| 1998 | 0.263 | 0.212 | -0.253 | 0.002 |
| 1997 | 0.165 | 0.200 | 0.104 | -0.083 |
| 1996 | 0.217 | 0.184 | 0.021 | 0.118 |
| 1995 | -0.057 | 0.144 | 0.046 | -0.033 |
| 1994 | 0.082 | -0.029 | 0.028 | 0.019 |
| 1993 | 0.065 | 0.025 | 0.034 | 0.093 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | -0.011 |
| 5 years | 0.123 |
| 10 years | 0.102 |