Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 36 |
| 1 month | -0.032 | 0 | 46 |
| 3 months | -0.083 | 0 | 61 |
| 1 year | 0.042 | 0 | 50 |
| 3 years | 0.070 | 0 | 32 |
| 5 years | 0.151 | 0 | 14 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.114 | — |
| 2022 | -0.002 | — |
| 2021 | 0.311 | — |
| 2020 | -0.025 | — |
| 2019 | 0.244 | — |
| 2018 | -0.140 | — |
| 2017 | 0.196 | — |
| 2016 | 0.160 | — |
| 2015 | -0.070 | — |
| 2014 | 0.099 | — |
| 2013 | 0.348 | — |
| 2012 | 0.157 | — |
| 2011 | -0.028 | — |
| 2010 | 0.143 | — |
| 2009 | 0.309 | — |
| 2008 | -0.370 | — |
| 2007 | -0.033 | — |
| 2006 | 0.168 | — |
| 2005 | 0.036 | — |
| 2004 | 0.172 | — |
| 2003 | 0.289 | — |
| 2002 | -0.189 | — |
| 2001 | -0.051 | — |
| 2000 | 0.039 | — |
| 1999 | -0.028 | — |
| 1998 | -0.022 | — |
| 1997 | 0.186 | — |
| 1996 | 0.184 | — |
| 1995 | 0.315 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.083 | -0.004 | 0.058 | -0.001 |
| 2023 | -0.016 | 0.042 | 0.008 | 0.078 |
| 2022 | 0.051 | -0.123 | -0.047 | 0.135 |
| 2021 | 0.179 | 0.036 | 0.021 | 0.051 |
| 2020 | -0.317 | 0.140 | 0.024 | 0.222 |
| 2019 | 0.120 | 0.019 | 0.002 | 0.088 |
| 2018 | -0.046 | 0.037 | 0.050 | -0.171 |
| 2017 | 0.022 | 0.008 | 0.075 | 0.080 |
| 2016 | -0.026 | 0.003 | 0.071 | 0.109 |
| 2015 | -0.005 | -0.003 | -0.116 | 0.060 |
| 2014 | 0.016 | 0.051 | 0.008 | 0.021 |
| 2013 | 0.125 | 0.054 | 0.042 | 0.091 |
| 2012 | 0.113 | -0.046 | 0.088 | 0.001 |
| 2011 | 0.063 | -0.017 | -0.135 | 0.077 |
| 2010 | 0.054 | -0.106 | 0.106 | 0.097 |
| 2009 | -0.128 | 0.203 | 0.171 | 0.065 |
| 2008 | -0.091 | -0.085 | -0.032 | -0.218 |
| 2007 | 0.006 | 0.059 | -0.028 | -0.066 |
| 2006 | 0.032 | 0.003 | 0.055 | 0.070 |
| 2005 | -0.016 | 0.011 | -0.002 | 0.044 |
| 2004 | 0.032 | 0.008 | 0.029 | 0.095 |
| 2003 | -0.053 | 0.168 | 0.029 | 0.133 |
| 2002 | 0.052 | -0.083 | -0.215 | 0.070 |
| 2001 | -0.047 | 0.056 | -0.134 | 0.088 |
| 2000 | -0.056 | -0.028 | 0.050 | 0.079 |
| 1999 | -0.021 | 0.145 | -0.124 | -0.011 |
| 1998 | 0.091 | -0.042 | -0.187 | 0.151 |
| 1997 | 0.029 | 0.093 | 0.082 | -0.026 |
| 1996 | 0.049 | 0.028 | 0.009 | 0.089 |
| 1995 | 0.098 | 0.083 | 0.059 | 0.044 |
| 1994 | 0.023 | -0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | 0.052 |
| 5 years | 0.140 |
| 10 years | 0.074 |