Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.171 | 0 | 10 |
| 1 month | 0.045 | 0 | 52 |
| 3 months | 0.103 | 0 | 11 |
| 1 year | 0.149 | 0 | 15 |
| 3 years | 0.096 | 0 | 48 |
| 5 years | 0.110 | 0 | 56 |
| 10 years | 0.040 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.010 | — |
| 2023 | 0.178 | — |
| 2022 | -0.180 | — |
| 2021 | 0.153 | — |
| 2020 | 0.042 | — |
| 2019 | 0.212 | — |
| 2018 | -0.174 | — |
| 2017 | 0.246 | — |
| 2016 | -0.026 | — |
| 2015 | -0.017 | — |
| 2014 | -0.055 | — |
| 2013 | 0.261 | — |
| 2012 | 0.189 | — |
| 2011 | -0.127 | — |
| 2010 | 0.006 | — |
| 2009 | 0.366 | — |
| 2008 | -0.477 | — |
| 2007 | 0.122 | — |
| 2006 | 0.329 | — |
| 2005 | 0.096 | — |
| 2004 | 0.170 | — |
| 2003 | 0.326 | — |
| 2002 | -0.235 | — |
| 2001 | -0.224 | — |
| 2000 | -0.064 | — |
| 1999 | 0.193 | — |
| 1998 | 0.144 | — |
| 1997 | 0.127 | — |
| 1996 | 0.227 | — |
| 1995 | 0.184 | — |
| 1994 | -0.002 | — |
| 1993 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.121 | — | — | — |
| 2024 | 0.038 | -0.004 | 0.056 | -0.094 |
| 2023 | 0.098 | 0.020 | -0.048 | 0.106 |
| 2022 | -0.091 | -0.150 | -0.115 | 0.199 |
| 2021 | 0.043 | 0.069 | -0.012 | 0.047 |
| 2020 | -0.262 | 0.169 | 0.036 | 0.166 |
| 2019 | 0.100 | 0.031 | -0.014 | 0.083 |
| 2018 | -0.020 | -0.027 | 0.000 | -0.133 |
| 2017 | 0.071 | 0.083 | 0.069 | 0.005 |
| 2016 | -0.041 | -0.034 | 0.058 | -0.005 |
| 2015 | 0.043 | -0.004 | -0.084 | 0.033 |
| 2014 | 0.020 | 0.034 | -0.070 | -0.036 |
| 2013 | 0.020 | 0.000 | 0.136 | 0.088 |
| 2012 | 0.114 | -0.079 | 0.085 | 0.068 |
| 2011 | 0.052 | 0.029 | -0.230 | 0.047 |
| 2010 | -0.019 | -0.166 | 0.188 | 0.034 |
| 2009 | -0.138 | 0.251 | 0.221 | 0.037 |
| 2008 | -0.099 | -0.030 | -0.222 | -0.232 |
| 2007 | 0.054 | 0.073 | 0.005 | -0.013 |
| 2006 | 0.109 | 0.031 | 0.046 | 0.111 |
| 2005 | 0.005 | -0.009 | 0.076 | 0.023 |
| 2004 | 0.001 | 0.001 | 0.012 | 0.155 |
| 2003 | -0.092 | 0.193 | 0.021 | 0.199 |
| 2002 | -0.026 | -0.049 | -0.252 | 0.103 |
| 2001 | -0.172 | -0.008 | -0.156 | 0.120 |
| 2000 | -0.012 | 0.003 | -0.046 | -0.010 |
| 1999 | -0.031 | 0.022 | 0.019 | 0.182 |
| 1998 | 0.177 | 0.027 | -0.189 | 0.167 |
| 1997 | 0.049 | 0.069 | 0.022 | -0.017 |
| 1996 | 0.062 | 0.039 | 0.005 | 0.106 |
| 1995 | 0.041 | 0.070 | 0.059 | 0.003 |
| 1994 | -0.008 | -0.031 | 0.046 | -0.007 |
| 1993 | 0.005 | 0.084 | 0.093 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.063 |
| 5 years | 0.089 |
| 10 years | 0.030 |