Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 59 |
| 1 month | 0.022 | 0 | 23 |
| 3 months | -0.043 | 0 | 61 |
| 1 year | 0.001 | 0 | 78 |
| 3 years | 0.021 | 0 | 69 |
| 5 years | 0.116 | 0 | 21 |
| 10 years | 0.029 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.071 | — |
| 2022 | -0.101 | — |
| 2021 | 0.274 | — |
| 2020 | -0.105 | — |
| 2019 | 0.170 | — |
| 2018 | -0.160 | — |
| 2017 | 0.154 | — |
| 2016 | 0.038 | — |
| 2015 | 0.053 | — |
| 2014 | 0.017 | — |
| 2013 | 0.260 | — |
| 2012 | 0.123 | — |
| 2011 | -0.020 | — |
| 2010 | 0.194 | — |
| 2009 | 0.399 | — |
| 2008 | -0.371 | — |
| 2007 | 0.032 | — |
| 2006 | — | — |
| 2005 | — | — |
| 2004 | — | — |
| 2003 | — | — |
| 2002 | — | — |
| 2001 | — | — |
| 2000 | — | — |
| 1999 | — | — |
| 1998 | — | — |
| 1997 | — | — |
| 1996 | — | — |
| 1995 | — | — |
| 1994 | — | — |
| 1993 | — | — |
| 1992 | — | — |
| 1991 | — | — |
| 1990 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.069 | -0.009 | -0.001 | 0.003 |
| 2023 | 0.041 | 0.000 | -0.011 | 0.039 |
| 2022 | -0.034 | -0.068 | -0.100 | 0.109 |
| 2021 | 0.143 | 0.072 | 0.020 | 0.020 |
| 2020 | -0.394 | 0.168 | -0.063 | 0.350 |
| 2019 | 0.093 | -0.028 | -0.014 | 0.117 |
| 2018 | -0.080 | 0.100 | -0.012 | -0.160 |
| 2017 | 0.040 | 0.037 | 0.019 | 0.050 |
| 2016 | -0.037 | -0.032 | 0.067 | 0.044 |
| 2015 | 0.057 | -0.010 | -0.051 | 0.061 |
| 2014 | -0.007 | -0.019 | 0.003 | 0.040 |
| 2013 | 0.107 | 0.009 | 0.045 | 0.079 |
| 2012 | 0.070 | -0.036 | 0.047 | 0.041 |
| 2011 | 0.027 | 0.033 | -0.156 | 0.095 |
| 2010 | 0.073 | -0.089 | 0.140 | 0.073 |
| 2009 | -0.089 | 0.149 | 0.286 | 0.039 |
| 2008 | -0.099 | -0.061 | -0.103 | -0.171 |
| 2007 | 0.067 | 0.022 | -0.035 | -0.020 |
| 2006 | 0.078 | -0.031 | 0.062 | — |
| 2005 | 0.048 | 0.037 | 0.059 | — |
| 2004 | 0.033 | -0.016 | -0.001 | — |
| 2003 | -0.098 | 0.179 | 0.103 | — |
| 2002 | 0.003 | -0.127 | -0.181 | — |
| 2001 | -0.089 | -0.006 | -0.151 | — |
| 2000 | -0.045 | -0.005 | 0.015 | — |
| 1999 | 0.076 | 0.009 | -0.053 | — |
| 1998 | 0.125 | -0.025 | -0.141 | — |
| 1997 | 0.039 | 0.042 | 0.138 | — |
| 1996 | 0.039 | 0.010 | 0.062 | — |
| 1995 | 0.032 | 0.068 | 0.076 | — |
| 1994 | -0.076 | -0.055 | 0.021 | — |
| 1993 | 0.000 | 0.018 | 0.055 | — |
| 1992 | 0.021 | 0.040 | 0.014 | — |
| 1991 | 0.090 | -0.021 | 0.039 | — |
| 1990 | -0.171 | 0.068 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.049 |
| 3 years | 0.004 |
| 5 years | 0.104 |
| 10 years | 0.024 |