Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.117 | 0 | 56 |
| 1 month | -0.024 | 0 | 9 |
| 3 months | -0.161 | 0 | 82 |
| 1 year | 0.005 | 0 | 68 |
| 3 years | 0.058 | 0 | 80 |
| 5 years | 0.113 | 0 | 69 |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.223 | — |
| 2023 | 0.158 | — |
| 2022 | -0.115 | — |
| 2021 | 0.289 | — |
| 2020 | 0.176 | — |
| 2019 | 0.279 | — |
| 2018 | -0.011 | — |
| 2017 | 0.149 | — |
| 2016 | 0.278 | — |
| 2015 | 0.084 | — |
| 2014 | 0.186 | — |
| 2013 | 0.339 | — |
| 2012 | 0.054 | — |
| 2011 | 0.036 | — |
| 2010 | 0.189 | — |
| 2009 | 0.227 | — |
| 2008 | -0.172 | — |
| 2007 | 0.096 | — |
| 2006 | 0.005 | — |
| 2005 | 0.211 | — |
| 2004 | 0.024 | — |
| 2003 | 0.114 | — |
| 2002 | -0.326 | — |
| 2001 | -0.165 | — |
| 2000 | 0.111 | — |
| 1999 | 0.493 | — |
| 1998 | 0.296 | — |
| 1997 | 0.302 | — |
| 1996 | 0.094 | — |
| 1995 | 0.339 | — |
| 1994 | -0.093 | — |
| 1993 | 0.068 | — |
| 1992 | 0.219 | — |
| 1991 | 0.554 | — |
| 1990 | -0.167 | — |
| 1989 | 0.473 | — |
| 1988 | 0.061 | — |
| 1987 | -0.116 | — |
| 1986 | 0.120 | — |
| 1985 | 0.107 | — |
| 1984 | 0.197 | — |
| 1983 | 0.351 | — |
| 1982 | 0.314 | — |
| 1981 | 0.217 | — |
| 1980 | 0.275 | — |
| 1979 | 0.151 | — |
| 1978 | 0.111 | — |
| 1977 | -0.087 | — |
| 1976 | 0.316 | — |
| 1975 | 0.409 | — |
| 1974 | -0.201 | — |
| 1973 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.095 | — | — | — |
| 2024 | 0.115 | 0.039 | -0.035 | 0.095 |
| 2023 | 0.030 | 0.043 | -0.014 | 0.094 |
| 2022 | -0.023 | -0.109 | 0.054 | -0.037 |
| 2021 | 0.062 | 0.085 | 0.030 | 0.086 |
| 2020 | -0.118 | 0.188 | 0.052 | 0.068 |
| 2019 | 0.098 | 0.091 | 0.046 | 0.022 |
| 2018 | -0.066 | 0.125 | 0.092 | -0.138 |
| 2017 | 0.054 | -0.002 | 0.018 | 0.073 |
| 2016 | 0.001 | 0.061 | 0.091 | 0.104 |
| 2015 | 0.070 | -0.053 | -0.048 | 0.124 |
| 2014 | 0.001 | 0.029 | 0.070 | 0.076 |
| 2013 | 0.197 | 0.021 | 0.003 | 0.092 |
| 2012 | 0.094 | -0.047 | 0.026 | -0.016 |
| 2011 | 0.032 | 0.007 | -0.086 | 0.091 |
| 2010 | 0.105 | -0.090 | 0.029 | 0.148 |
| 2009 | -0.038 | -0.001 | 0.186 | 0.077 |
| 2008 | -0.123 | 0.004 | -0.025 | -0.037 |
| 2007 | 0.006 | 0.057 | 0.018 | 0.012 |
| 2006 | 0.043 | -0.075 | 0.022 | 0.020 |
| 2005 | 0.006 | 0.085 | 0.057 | 0.050 |
| 2004 | -0.018 | 0.022 | -0.003 | 0.023 |
| 2003 | -0.004 | 0.067 | 0.023 | 0.025 |
| 2002 | -0.012 | -0.170 | -0.165 | -0.015 |
| 2001 | -0.142 | 0.059 | -0.196 | 0.142 |
| 2000 | 0.173 | 0.032 | 0.089 | -0.157 |
| 1999 | 0.169 | 0.047 | -0.092 | 0.344 |
| 1998 | 0.110 | 0.068 | -0.113 | 0.233 |
| 1997 | 0.088 | 0.077 | 0.150 | -0.034 |
| 1996 | 0.081 | 0.004 | 0.043 | -0.034 |
| 1995 | 0.041 | 0.110 | 0.088 | 0.064 |
| 1994 | -0.057 | -0.070 | 0.040 | -0.006 |
| 1993 | 0.017 | -0.015 | 0.029 | 0.037 |
| 1992 | 0.007 | -0.117 | 0.102 | 0.245 |
| 1991 | 0.358 | 0.049 | 0.006 | 0.083 |
| 1990 | -0.043 | 0.047 | -0.209 | 0.051 |
| 1989 | 0.139 | 0.192 | 0.068 | 0.016 |
| 1988 | 0.025 | 0.069 | 0.008 | -0.041 |
| 1987 | 0.118 | 0.024 | 0.059 | -0.271 |
| 1986 | 0.148 | 0.083 | -0.116 | 0.019 |
| 1985 | 0.036 | 0.077 | -0.134 | 0.147 |
| 1984 | -0.041 | 0.035 | 0.140 | 0.058 |
| 1983 | 0.248 | 0.072 | -0.003 | 0.013 |
| 1982 | -0.052 | 0.018 | 0.137 | 0.197 |
| 1981 | 0.107 | 0.158 | -0.078 | 0.029 |
| 1980 | -0.075 | 0.142 | 0.107 | 0.091 |
| 1979 | 0.089 | -0.018 | 0.114 | -0.033 |
| 1978 | 0.018 | 0.123 | 0.047 | -0.072 |
| 1977 | -0.056 | 0.080 | -0.122 | 0.020 |
| 1976 | 0.208 | 0.014 | 0.071 | 0.002 |
| 1975 | 0.213 | 0.194 | -0.083 | 0.061 |
| 1974 | 0.022 | -0.106 | -0.171 | 0.054 |
| 1973 | 0.135 | -0.085 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.047 |
| 5 years | 0.107 |
| 10 years | 0.123 |