Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 19 |
| 1 month | -0.068 | 0 | 31 |
| 3 months | 0.025 | 0 | 12 |
| 1 year | 0.070 | 0 | 64 |
| 3 years | -0.059 | 0 | 75 |
| 5 years | -0.056 | 0 | 86 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.064 | — |
| 2023 | -0.213 | — |
| 2022 | -0.171 | — |
| 2021 | -0.178 | — |
| 2020 | 0.252 | — |
| 2019 | 0.230 | — |
| 2018 | -0.179 | — |
| 2017 | 0.401 | — |
| 2016 | 0.232 | — |
| 2015 | 0.030 | — |
| 2014 | 0.129 | — |
| 2013 | 0.183 | — |
| 2012 | 0.044 | — |
| 2011 | -0.224 | — |
| 2010 | 0.212 | — |
| 2009 | 0.535 | — |
| 2008 | -0.392 | — |
| 2007 | 0.712 | — |
| 2006 | 0.479 | — |
| 2005 | 0.149 | — |
| 2004 | 0.083 | — |
| 2003 | 0.766 | — |
| 2002 | -0.197 | — |
| 2001 | -0.093 | — |
| 2000 | -0.126 | — |
| 1999 | 0.673 | — |
| 1998 | -0.122 | — |
| 1997 | -0.236 | — |
| 1996 | 0.214 | — |
| 1995 | 0.200 | — |
| 1994 | -0.358 | — |
| 1993 | 1.262 | — |
| 1992 | 0.716 | — |
| 1991 | 0.564 | — |
| 1990 | -0.005 | — |
| 1989 | 0.227 | — |
| 1988 | 0.232 | — |
| 1987 | -0.290 | — |
| 1986 | 0.512 | — |
| 1985 | -0.009 | — |
| 1984 | 0.554 | — |
| 1983 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.110 | — | — | — |
| 2024 | -0.021 | 0.033 | 0.070 | -0.017 |
| 2023 | -0.031 | -0.132 | 0.009 | -0.073 |
| 2022 | -0.114 | 0.080 | -0.165 | 0.037 |
| 2021 | -0.025 | 0.010 | -0.152 | -0.017 |
| 2020 | -0.086 | 0.188 | 0.077 | 0.070 |
| 2019 | 0.163 | 0.024 | -0.017 | 0.050 |
| 2018 | -0.026 | 0.034 | -0.051 | -0.140 |
| 2017 | 0.110 | 0.072 | 0.078 | 0.092 |
| 2016 | -0.020 | 0.072 | 0.205 | -0.027 |
| 2015 | 0.109 | -0.019 | -0.171 | 0.142 |
| 2014 | -0.047 | 0.013 | 0.055 | 0.108 |
| 2013 | 0.080 | -0.031 | 0.064 | 0.063 |
| 2012 | 0.015 | -0.066 | 0.015 | 0.084 |
| 2011 | -0.020 | -0.017 | -0.251 | 0.075 |
| 2010 | 0.072 | -0.046 | 0.093 | 0.084 |
| 2009 | 0.058 | 0.150 | 0.119 | 0.128 |
| 2008 | -0.244 | -0.010 | -0.198 | 0.014 |
| 2007 | 0.076 | 0.220 | 0.305 | -0.002 |
| 2006 | 0.285 | -0.090 | 0.030 | 0.228 |
| 2005 | 0.010 | 0.047 | 0.064 | 0.021 |
| 2004 | 0.062 | -0.112 | 0.091 | 0.053 |
| 2003 | 0.000 | 0.158 | 0.291 | 0.181 |
| 2002 | 0.071 | -0.105 | -0.186 | 0.029 |
| 2001 | -0.055 | 0.089 | -0.229 | 0.144 |
| 2000 | 0.117 | -0.126 | -0.027 | -0.079 |
| 1999 | 0.063 | 0.273 | -0.085 | 0.352 |
| 1998 | -0.018 | -0.233 | -0.084 | 0.273 |
| 1997 | 0.011 | 0.278 | 0.005 | -0.411 |
| 1996 | 0.125 | -0.019 | 0.044 | 0.054 |
| 1995 | 0.025 | 0.085 | 0.031 | 0.047 |
| 1994 | -0.227 | -0.082 | 0.049 | -0.138 |
| 1993 | 0.179 | 0.107 | 0.079 | 0.606 |
| 1992 | 0.296 | 0.194 | -0.048 | 0.165 |
| 1991 | 0.381 | 0.083 | 0.030 | 0.016 |
| 1990 | 0.108 | 0.081 | -0.219 | 0.064 |
| 1989 | 0.224 | -0.167 | 0.179 | 0.021 |
| 1988 | 0.098 | 0.126 | -0.045 | 0.044 |
| 1987 | -0.014 | 0.150 | 0.261 | -0.504 |
| 1986 | -0.074 | 0.050 | 0.254 | 0.241 |
| 1985 | -0.006 | 0.059 | -0.101 | 0.047 |
| 1984 | 0.124 | -0.056 | 0.168 | 0.255 |
| 1983 | -0.104 | -0.286 | 0.203 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | -0.075 |
| 5 years | -0.066 |
| 10 years | 0.005 |