Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 49 |
| 1 month | -0.034 | 0 | 33 |
| 3 months | -0.115 | 0 | 40 |
| 1 year | -0.003 | 0 | 77 |
| 3 years | 0.043 | 0 | 70 |
| 5 years | 0.101 | 0 | 51 |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.138 | — |
| 2022 | -0.121 | — |
| 2021 | 0.261 | — |
| 2020 | 0.069 | — |
| 2019 | 0.285 | — |
| 2018 | -0.081 | — |
| 2017 | 0.088 | — |
| 2016 | 0.090 | — |
| 2015 | 0.136 | — |
| 2014 | 0.181 | — |
| 2013 | 0.151 | — |
| 2012 | 0.162 | — |
| 2011 | -0.078 | — |
| 2010 | 0.202 | — |
| 2009 | 0.331 | — |
| 2008 | -0.423 | — |
| 2007 | 0.009 | — |
| 2006 | 0.113 | — |
| 2005 | 0.195 | — |
| 2004 | 0.022 | — |
| 2003 | 0.067 | — |
| 2002 | -0.365 | — |
| 2001 | -0.128 | — |
| 2000 | -0.037 | — |
| 1999 | 0.616 | — |
| 1998 | 0.187 | — |
| 1997 | 0.270 | — |
| 1996 | 0.200 | — |
| 1995 | 0.090 | — |
| 1994 | -0.062 | — |
| 1993 | 0.268 | — |
| 1992 | 0.064 | — |
| 1991 | 0.046 | — |
| 1990 | -0.101 | — |
| 1989 | 0.176 | — |
| 1988 | 0.065 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.061 | — | — | — |
| 2024 | 0.094 | 0.029 | 0.016 | 0.033 |
| 2023 | 0.043 | 0.048 | -0.019 | 0.062 |
| 2022 | -0.039 | -0.091 | -0.028 | 0.036 |
| 2021 | 0.101 | 0.058 | 0.006 | 0.076 |
| 2020 | -0.192 | 0.153 | 0.035 | 0.108 |
| 2019 | 0.131 | 0.013 | 0.041 | 0.077 |
| 2018 | -0.048 | 0.045 | 0.038 | -0.110 |
| 2017 | 0.055 | -0.021 | 0.018 | 0.034 |
| 2016 | -0.042 | 0.026 | 0.039 | 0.068 |
| 2015 | 0.177 | -0.020 | -0.091 | 0.084 |
| 2014 | 0.033 | 0.066 | 0.034 | 0.038 |
| 2013 | 0.068 | -0.031 | 0.053 | 0.056 |
| 2012 | 0.104 | -0.023 | 0.069 | 0.008 |
| 2011 | -0.012 | -0.025 | -0.137 | 0.109 |
| 2010 | 0.087 | -0.030 | 0.033 | 0.104 |
| 2009 | -0.080 | 0.204 | 0.152 | 0.043 |
| 2008 | -0.127 | -0.006 | -0.121 | -0.244 |
| 2007 | 0.015 | 0.052 | 0.002 | -0.057 |
| 2006 | 0.042 | -0.047 | 0.064 | 0.052 |
| 2005 | 0.028 | 0.062 | 0.047 | 0.046 |
| 2004 | 0.043 | 0.007 | -0.042 | 0.016 |
| 2003 | -0.117 | 0.119 | 0.036 | 0.043 |
| 2002 | -0.015 | -0.224 | -0.195 | 0.032 |
| 2001 | -0.091 | 0.068 | -0.230 | 0.166 |
| 2000 | 0.098 | -0.044 | 0.045 | -0.122 |
| 1999 | 0.137 | 0.083 | 0.001 | 0.311 |
| 1998 | 0.107 | 0.095 | -0.172 | 0.183 |
| 1997 | 0.074 | 0.150 | 0.043 | -0.014 |
| 1996 | 0.083 | 0.043 | 0.015 | 0.047 |
| 1995 | -0.048 | 0.036 | 0.078 | 0.026 |
| 1994 | -0.027 | -0.029 | 0.007 | -0.014 |
| 1993 | 0.036 | 0.048 | 0.061 | 0.101 |
| 1992 | 0.003 | 0.004 | -0.085 | 0.155 |
| 1991 | 0.074 | 0.019 | -0.005 | -0.039 |
| 1990 | -0.083 | 0.091 | -0.097 | -0.005 |
| 1989 | 0.053 | 0.087 | 0.051 | -0.022 |
| 1988 | -0.011 | 0.026 | -0.008 | 0.058 |
| 1987 | 0.006 | 0.043 | -0.154 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.042 |
| 5 years | 0.101 |
| 10 years | 0.069 |