Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 47 |
| 1 month | -0.031 | 0 | 68 |
| 3 months | 0.010 | 0 | 47 |
| 1 year | 0.004 | 0 | 88 |
| 3 years | 0.020 | 0 | 61 |
| 5 years | 0.056 | 0 | 47 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.041 | — |
| 2023 | 0.123 | — |
| 2022 | -0.176 | — |
| 2021 | 0.131 | — |
| 2020 | 0.028 | — |
| 2019 | 0.188 | — |
| 2018 | -0.075 | — |
| 2017 | 0.080 | — |
| 2016 | 0.041 | — |
| 2015 | 0.058 | — |
| 2014 | 0.083 | — |
| 2013 | 0.160 | — |
| 2012 | 0.178 | — |
| 2011 | -0.075 | — |
| 2010 | 0.041 | — |
| 2009 | 0.188 | — |
| 2008 | -0.188 | — |
| 2007 | 0.066 | — |
| 2006 | 0.116 | — |
| 2005 | 0.180 | — |
| 2004 | 0.045 | — |
| 2003 | 0.054 | — |
| 2002 | -0.121 | — |
| 2001 | -0.072 | — |
| 2000 | 0.065 | — |
| 1999 | 0.192 | — |
| 1998 | 0.216 | — |
| 1997 | 0.256 | — |
| 1996 | 0.229 | — |
| 1995 | 0.158 | — |
| 1994 | -0.027 | — |
| 1993 | 0.277 | — |
| 1992 | 0.123 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | — | — | — |
| 2024 | 0.048 | -0.007 | 0.020 | -0.019 |
| 2023 | 0.056 | 0.022 | -0.032 | 0.076 |
| 2022 | -0.083 | -0.101 | -0.041 | 0.044 |
| 2021 | 0.034 | 0.042 | 0.008 | 0.041 |
| 2020 | -0.140 | 0.081 | 0.036 | 0.066 |
| 2019 | 0.066 | 0.053 | 0.034 | 0.024 |
| 2018 | -0.018 | 0.007 | 0.008 | -0.072 |
| 2017 | 0.035 | 0.012 | 0.014 | 0.018 |
| 2016 | -0.007 | -0.003 | 0.034 | 0.018 |
| 2015 | 0.158 | -0.065 | -0.057 | 0.036 |
| 2014 | 0.033 | 0.026 | 0.004 | 0.019 |
| 2013 | 0.031 | 0.010 | 0.058 | 0.053 |
| 2012 | 0.068 | -0.030 | 0.090 | 0.044 |
| 2011 | 0.003 | 0 | -0.092 | 0.016 |
| 2010 | 0.009 | -0.030 | 0.042 | 0.021 |
| 2009 | -0.057 | 0.120 | 0.113 | 0.011 |
| 2008 | -0.073 | -0.022 | -0.049 | -0.059 |
| 2007 | 0.028 | 0.057 | -0.001 | -0.017 |
| 2006 | 0.059 | -0.042 | 0.075 | 0.023 |
| 2005 | 0.042 | 0.062 | 0.045 | 0.021 |
| 2004 | 0.015 | 0.013 | -0.012 | 0.029 |
| 2003 | -0.076 | 0.069 | 0.015 | 0.050 |
| 2002 | 0.015 | -0.059 | -0.129 | 0.057 |
| 2001 | -0.031 | -0.003 | -0.074 | 0.038 |
| 2000 | 0.043 | 0.004 | -0.011 | 0.028 |
| 1999 | 0.003 | 0.023 | -0.020 | 0.185 |
| 1998 | 0.129 | 0.042 | -0.073 | 0.115 |
| 1997 | 0.108 | 0.114 | 0.040 | -0.021 |
| 1996 | 0.073 | 0.049 | 0.029 | 0.062 |
| 1995 | 0.006 | 0.056 | 0.044 | 0.044 |
| 1994 | -0.043 | -0.018 | 0.021 | 0.014 |
| 1993 | 0.081 | 0.036 | 0.036 | 0.100 |
| 1992 | 0.055 | 0.019 | 0.009 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.020 |
| 5 years | 0.056 |
| 10 years | 0.025 |