Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | — |
| 1 month | -0.015 | 0 | — |
| 3 months | 0.082 | 0 | — |
| 1 year | 0.112 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.113 | 0 | — |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.111 | — |
| 2023 | 0.116 | — |
| 2022 | -0.121 | — |
| 2021 | 0.202 | — |
| 2020 | -0.060 | — |
| 2019 | 0.195 | — |
| 2018 | -0.130 | — |
| 2017 | 0.159 | — |
| 2016 | 0.035 | — |
| 2015 | 0.127 | — |
| 2014 | 0.130 | — |
| 2013 | 0.258 | — |
| 2012 | 0.157 | — |
| 2011 | -0.015 | — |
| 2010 | 0.137 | — |
| 2009 | 0.259 | — |
| 2008 | -0.339 | — |
| 2007 | 0.027 | — |
| 2006 | 0.335 | — |
| 2005 | 0.223 | — |
| 2004 | 0.072 | — |
| 2003 | 0.086 | — |
| 2002 | -0.332 | — |
| 2001 | -0.180 | — |
| 2000 | 0.051 | — |
| 1999 | 0.424 | — |
| 1998 | 0.235 | — |
| 1997 | 0.311 | — |
| 1996 | 0.259 | — |
| 1995 | -0.009 | — |
| 1994 | -0.135 | — |
| 1993 | 0.340 | — |
| 1992 | -0.043 | — |
| 1991 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.080 | 0.015 | 0.042 | -0.028 |
| 2023 | 0.072 | 0.012 | -0.015 | 0.045 |
| 2022 | -0.059 | -0.085 | -0.057 | 0.082 |
| 2021 | 0.071 | 0.066 | -0.001 | 0.053 |
| 2020 | -0.221 | 0.107 | 0.038 | 0.051 |
| 2019 | 0.112 | 0.005 | 0.031 | 0.037 |
| 2018 | -0.045 | 0.049 | -0.012 | -0.121 |
| 2017 | 0.058 | 0.034 | 0.030 | 0.028 |
| 2016 | -0.027 | -0.001 | 0.056 | 0.009 |
| 2015 | 0.122 | -0.033 | -0.041 | 0.083 |
| 2014 | 0.038 | 0.044 | 0.001 | 0.041 |
| 2013 | 0.108 | 0.011 | 0.036 | 0.084 |
| 2012 | 0.066 | -0.007 | 0.072 | 0.020 |
| 2011 | 0.023 | 0.012 | -0.106 | 0.064 |
| 2010 | 0.065 | -0.048 | 0.053 | 0.066 |
| 2009 | -0.058 | 0.132 | 0.093 | 0.080 |
| 2008 | -0.142 | -0.039 | -0.053 | -0.153 |
| 2007 | 0.080 | 0.013 | -0.028 | -0.035 |
| 2006 | 0.148 | -0.028 | 0.070 | 0.118 |
| 2005 | 0.043 | 0.046 | 0.057 | 0.061 |
| 2004 | 0.049 | -0.004 | -0.006 | 0.034 |
| 2003 | -0.123 | 0.162 | 0.004 | 0.060 |
| 2002 | 0.009 | -0.139 | -0.238 | 0.008 |
| 2001 | -0.100 | 0.018 | -0.217 | 0.142 |
| 2000 | 0.135 | -0.055 | 0.071 | -0.085 |
| 1999 | 0.042 | 0.035 | 0.028 | 0.285 |
| 1998 | 0.236 | 0.032 | -0.178 | 0.179 |
| 1997 | 0.121 | 0.121 | 0.072 | -0.027 |
| 1996 | 0.033 | 0.067 | 0.034 | 0.105 |
| 1995 | -0.092 | 0.051 | 0.028 | 0.011 |
| 1994 | -0.039 | -0.061 | -0.027 | -0.014 |
| 1993 | 0.054 | 0.055 | 0.062 | 0.134 |
| 1992 | 0.080 | -0.002 | -0.142 | 0.034 |
| 1991 | 0.006 | 0.009 | -0.080 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.056 |
| 5 years | 0.100 |
| 10 years | 0.046 |