Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 19 |
| 1 month | 0.005 | 0 | 34 |
| 3 months | 0.012 | 0 | 8 |
| 1 year | 0.065 | 0 | 10 |
| 3 years | 0.014 | 0 | 72 |
| 5 years | -0.008 | 0 | 99 |
| 10 years | -0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.034 | — |
| 2022 | -0.141 | — |
| 2021 | -0.038 | — |
| 2020 | -0.022 | — |
| 2019 | 0.016 | — |
| 2018 | -0.057 | — |
| 2017 | 0.003 | — |
| 2016 | 0.037 | — |
| 2015 | 0.012 | — |
| 2014 | 0.037 | — |
| 2013 | 0.023 | — |
| 2012 | 0.100 | — |
| 2011 | -0.068 | — |
| 2010 | 0.002 | — |
| 2009 | 0.129 | — |
| 2008 | -0.066 | — |
| 2007 | 0.025 | — |
| 2006 | 0.032 | — |
| 2005 | 0.052 | — |
| 2004 | 0.041 | — |
| 2003 | 0.054 | — |
| 2002 | -0.040 | — |
| 2001 | -0.027 | — |
| 2000 | 0.015 | — |
| 1999 | 0.078 | — |
| 1998 | 0.115 | — |
| 1997 | 0.120 | — |
| 1996 | 0.139 | — |
| 1995 | 0.096 | — |
| 1994 | -0.061 | — |
| 1993 | 0.152 | — |
| 1992 | 0.076 | — |
| 1991 | 0.075 | — |
| 1990 | 0.048 | — |
| 1989 | -0.023 | — |
| 1988 | 0.034 | — |
| 1987 | -0.002 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.011 | 0.000 | 0.028 | 0.005 |
| 2023 | -0.001 | -0.002 | 0.001 | 0.037 |
| 2022 | -0.065 | -0.071 | -0.020 | 0.010 |
| 2021 | -0.012 | -0.005 | -0.007 | -0.015 |
| 2020 | -0.073 | 0.025 | 0.014 | 0.015 |
| 2019 | 0.006 | 0.023 | -0.005 | -0.008 |
| 2018 | -0.012 | -0.016 | 0.000 | -0.030 |
| 2017 | -0.006 | 0.005 | 0.002 | 0.001 |
| 2016 | 0.014 | -0.005 | 0.011 | 0.016 |
| 2015 | 0.038 | -0.016 | -0.023 | 0.014 |
| 2014 | 0.023 | 0.012 | -0.006 | 0.009 |
| 2013 | -0.002 | 0.003 | 0.013 | 0.009 |
| 2012 | 0.050 | -0.023 | 0.045 | 0.026 |
| 2011 | 0.023 | -0.011 | -0.069 | -0.011 |
| 2010 | 0.004 | -0.030 | 0.030 | 0.000 |
| 2009 | -0.001 | 0.054 | 0.064 | 0.008 |
| 2008 | -0.023 | -0.005 | -0.018 | -0.022 |
| 2007 | 0.004 | 0.004 | 0.003 | 0.014 |
| 2006 | 0.009 | -0.008 | 0.021 | 0.010 |
| 2005 | 0.005 | 0.019 | 0.023 | 0.004 |
| 2004 | 0.020 | -0.009 | 0.003 | 0.026 |
| 2003 | -0.016 | 0.031 | 0.017 | 0.022 |
| 2002 | -0.006 | -0.030 | -0.021 | 0.016 |
| 2001 | -0.022 | 0.007 | -0.036 | 0.026 |
| 2000 | 0.020 | -0.012 | 0.008 | -0.002 |
| 1999 | 0.013 | -0.004 | -0.015 | 0.085 |
| 1998 | 0.069 | 0.019 | -0.033 | 0.058 |
| 1997 | 0.035 | 0.046 | 0.024 | 0.009 |
| 1996 | 0.026 | 0.030 | 0.026 | 0.051 |
| 1995 | -0.007 | 0.024 | 0.025 | 0.052 |
| 1994 | -0.026 | -0.026 | -0.012 | 0.001 |
| 1993 | 0.047 | 0.044 | 0.000 | 0.053 |
| 1992 | 0.028 | 0.020 | -0.007 | 0.032 |
| 1991 | 0.038 | 0.014 | 0.018 | 0.003 |
| 1990 | 0.018 | 0.020 | 0.002 | 0.007 |
| 1989 | 0.027 | -0.035 | 0.010 | -0.024 |
| 1988 | 0.037 | -0.015 | 0.007 | 0.006 |
| 1987 | 0.003 | -0.008 | 0.012 | -0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.009 |
| 5 years | -0.011 |
| 10 years | -0.016 |