Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 24 |
| 1 month | -0.037 | 0 | 54 |
| 3 months | 0.060 | 0 | 24 |
| 1 year | -0.022 | 0 | 42 |
| 3 years | 0.075 | 0 | 18 |
| 5 years | 0.136 | 0 | 25 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.001 | — |
| 2023 | 0.187 | — |
| 2022 | -0.069 | — |
| 2021 | 0.284 | — |
| 2020 | -0.049 | — |
| 2019 | 0.269 | — |
| 2018 | -0.118 | — |
| 2017 | 0.123 | — |
| 2016 | 0.059 | — |
| 2015 | 0.134 | — |
| 2014 | 0.026 | — |
| 2013 | 0.218 | — |
| 2012 | 0.210 | — |
| 2011 | -0.180 | — |
| 2010 | 0.005 | — |
| 2009 | 0.290 | — |
| 2008 | -0.440 | — |
| 2007 | 0.027 | — |
| 2006 | 0.180 | — |
| 2005 | 0.260 | — |
| 2004 | 0.102 | — |
| 2003 | 0.171 | — |
| 2002 | -0.326 | — |
| 2001 | -0.193 | — |
| 2000 | -0.027 | — |
| 1999 | 0.469 | — |
| 1998 | 0.237 | — |
| 1997 | 0.240 | — |
| 1996 | 0.236 | — |
| 1995 | -0.059 | — |
| 1994 | -0.187 | — |
| 1993 | 0.305 | — |
| 1992 | 0.063 | — |
| 1991 | 0.099 | — |
| 1990 | -0.122 | — |
| 1989 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.084 | -0.065 | 0.018 | -0.030 |
| 2023 | 0.112 | 0.032 | -0.020 | 0.055 |
| 2022 | -0.055 | -0.105 | -0.036 | 0.143 |
| 2021 | 0.092 | 0.084 | 0.008 | 0.076 |
| 2020 | -0.243 | 0.122 | -0.022 | 0.144 |
| 2019 | 0.134 | 0.040 | 0.021 | 0.053 |
| 2018 | -0.033 | 0.047 | 0.029 | -0.153 |
| 2017 | 0.047 | 0.037 | 0.031 | 0.004 |
| 2016 | -0.055 | -0.026 | 0.055 | 0.090 |
| 2015 | 0.182 | -0.025 | -0.078 | 0.068 |
| 2014 | 0.035 | 0.020 | -0.015 | -0.014 |
| 2013 | 0.031 | 0.035 | 0.094 | 0.043 |
| 2012 | 0.104 | -0.062 | 0.117 | 0.046 |
| 2011 | 0.048 | 0.006 | -0.256 | 0.046 |
| 2010 | 0.005 | -0.110 | 0.079 | 0.042 |
| 2009 | -0.155 | 0.221 | 0.209 | 0.034 |
| 2008 | -0.185 | -0.036 | -0.135 | -0.176 |
| 2007 | 0.020 | 0.096 | -0.061 | -0.022 |
| 2006 | 0.092 | -0.040 | 0.059 | 0.064 |
| 2005 | 0.065 | 0.040 | 0.101 | 0.032 |
| 2004 | 0.027 | 0.044 | -0.037 | 0.068 |
| 2003 | -0.060 | 0.123 | 0.021 | 0.087 |
| 2002 | 0.013 | -0.158 | -0.228 | 0.023 |
| 2001 | -0.109 | 0.039 | -0.265 | 0.184 |
| 2000 | 0.109 | 0.020 | -0.025 | -0.118 |
| 1999 | 0.067 | 0.063 | 0.020 | 0.270 |
| 1998 | 0.256 | 0.094 | -0.222 | 0.157 |
| 1997 | 0.153 | 0.056 | 0.026 | -0.007 |
| 1996 | 0.133 | 0.061 | -0.033 | 0.063 |
| 1995 | -0.071 | 0.030 | -0.015 | -0.001 |
| 1994 | — | — | — | — |
| 1993 | — | — | — | — |
| 1992 | — | — | — | — |
| 1991 | 0.103 | 0.026 | — | — |
| 1990 | -0.110 | -0.055 | — | — |
| 1989 | 0.012 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.051 |
| 3 years | 0.064 |
| 5 years | 0.129 |
| 10 years | 0.059 |