Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.158 | 0 | 49 |
| 1 month | 0.026 | 0 | 56 |
| 3 months | -0.003 | 0 | 43 |
| 1 year | 0.280 | 0 | 51 |
| 3 years | 0.169 | 0 | 53 |
| 5 years | 0.097 | 0 | 38 |
| 10 years | 0.095 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.313 | — |
| 2023 | 0.071 | — |
| 2022 | 0.042 | — |
| 2021 | 0.024 | — |
| 2020 | 0.106 | — |
| 2019 | 0.193 | — |
| 2018 | 0.021 | — |
| 2017 | -0.024 | — |
| 2016 | 0.102 | — |
| 2015 | -0.012 | — |
| 2014 | 0.093 | — |
| 2013 | -0.317 | — |
| 2012 | 0.016 | — |
| 2011 | 0.126 | — |
| 2010 | 0.383 | — |
| 2009 | 0.195 | — |
| 2008 | -0.090 | — |
| 2007 | 0.193 | — |
| 2006 | 0.125 | — |
| 2005 | 0.185 | — |
| 2004 | 0.018 | — |
| 2003 | 0.152 | — |
| 2002 | 0.152 | — |
| 2001 | 0.054 | — |
| 2000 | 0.014 | — |
| 1999 | 0.181 | — |
| 1998 | -0.114 | — |
| 1997 | -0.004 | — |
| 1996 | 0.007 | — |
| 1995 | -0.023 | — |
| 1994 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.154 | -0.022 | — | — |
| 2024 | 0.087 | 0.064 | 0.091 | 0.042 |
| 2023 | 0.070 | -0.044 | -0.018 | 0.066 |
| 2022 | 0.081 | -0.009 | -0.029 | 0.001 |
| 2021 | -0.071 | 0.032 | 0.002 | 0.065 |
| 2020 | 0.076 | 0.072 | 0.009 | -0.050 |
| 2019 | 0.030 | 0.073 | 0.091 | -0.010 |
| 2018 | -0.009 | -0.006 | -0.053 | 0.094 |
| 2017 | 0.059 | -0.065 | -0.002 | -0.012 |
| 2016 | 0.113 | 0.087 | -0.003 | -0.087 |
| 2015 | 0.120 | -0.045 | -0.051 | -0.027 |
| 2014 | 0.072 | 0.019 | -0.015 | 0.017 |
| 2013 | -0.003 | -0.272 | 0.073 | -0.122 |
| 2012 | 0.021 | 0.000 | 0.099 | -0.094 |
| 2011 | -0.059 | 0.030 | 0.153 | 0.008 |
| 2010 | 0.079 | 0.226 | -0.053 | 0.105 |
| 2009 | 0.093 | -0.036 | 0.024 | 0.109 |
| 2008 | 0.119 | -0.010 | -0.142 | -0.042 |
| 2007 | 0.016 | -0.036 | 0.104 | 0.104 |
| 2006 | 0.124 | -0.011 | -0.003 | 0.015 |
| 2005 | 0.001 | 0.030 | 0.057 | 0.088 |
| 2004 | 0.033 | -0.087 | 0.050 | 0.028 |
| 2003 | -0.069 | 0.014 | 0.122 | 0.087 |
| 2002 | 0.095 | -0.018 | 0.009 | 0.061 |
| 2001 | 0.008 | 0.076 | -0.016 | -0.012 |
| 2000 | -0.003 | 0.040 | 0.030 | -0.050 |
| 1999 | 0.066 | -0.028 | 0.122 | 0.016 |
| 1998 | 0.048 | -0.063 | -0.077 | -0.023 |
| 1997 | 0.032 | -0.001 | -0.004 | -0.031 |
| 1996 | 0.067 | -0.028 | -0.014 | -0.016 |
| 1995 | -0.063 | 0.024 | 0.016 | 0.002 |
| 1994 | -0.003 | 0.045 | -0.067 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.242 |
| 3 years | 0.157 |
| 5 years | 0.090 |
| 10 years | 0.092 |