Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 48 |
| 1 month | -0.032 | 0 | 36 |
| 3 months | 0.005 | 0 | 48 |
| 1 year | -0.014 | 0 | 49 |
| 3 years | 0.002 | 0 | 36 |
| 5 years | 0.102 | 0 | 26 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.015 | — |
| 2023 | 0.132 | — |
| 2022 | -0.211 | — |
| 2021 | 0.143 | — |
| 2020 | 0.164 | — |
| 2019 | 0.424 | — |
| 2018 | -0.194 | — |
| 2017 | 0.190 | — |
| 2016 | 0.001 | — |
| 2015 | 0.219 | — |
| 2014 | 0.108 | — |
| 2013 | 0.294 | — |
| 2012 | 0.274 | — |
| 2011 | -0.177 | — |
| 2010 | 0.241 | — |
| 2009 | 0.429 | — |
| 2008 | -0.589 | — |
| 2007 | -0.024 | — |
| 2006 | 0.284 | — |
| 2005 | 0.343 | — |
| 2004 | 0.215 | — |
| 2003 | 0.229 | — |
| 2002 | -0.331 | — |
| 2001 | -0.227 | — |
| 2000 | 0.009 | — |
| 1999 | 0.549 | — |
| 1998 | 0.161 | — |
| 1997 | 0.422 | — |
| 1996 | 0.224 | — |
| 1995 | 0.039 | — |
| 1994 | 0.026 | — |
| 1993 | 0.507 | — |
| 1992 | -0.040 | — |
| 1991 | 0.049 | — |
| 1990 | -0.107 | — |
| 1989 | 0.375 | — |
| 1988 | 0.340 | — |
| 1987 | -0.189 | — |
| 1986 | 0.225 | — |
| 1985 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.034 | -0.002 | 0.037 | -0.052 |
| 2023 | 0.057 | 0.024 | -0.041 | 0.091 |
| 2022 | -0.094 | -0.159 | -0.079 | 0.123 |
| 2021 | 0.100 | 0.037 | -0.010 | 0.012 |
| 2020 | -0.255 | 0.242 | 0.053 | 0.194 |
| 2019 | 0.153 | 0.029 | 0.045 | 0.148 |
| 2018 | -0.016 | 0.063 | -0.055 | -0.185 |
| 2017 | 0.064 | 0.073 | 0.035 | 0.007 |
| 2016 | -0.067 | -0.049 | 0.077 | 0.047 |
| 2015 | 0.166 | 0.024 | -0.056 | 0.082 |
| 2014 | 0.061 | 0.001 | 0.000 | 0.044 |
| 2013 | 0.081 | -0.004 | 0.071 | 0.123 |
| 2012 | 0.156 | -0.029 | 0.104 | 0.029 |
| 2011 | -0.012 | -0.012 | -0.214 | 0.071 |
| 2010 | 0.087 | -0.058 | 0.091 | 0.111 |
| 2009 | -0.079 | 0.291 | 0.192 | 0.009 |
| 2008 | -0.237 | -0.013 | -0.233 | -0.288 |
| 2007 | 0.047 | 0.123 | -0.068 | -0.110 |
| 2006 | 0.131 | -0.056 | 0.054 | 0.141 |
| 2005 | 0.084 | 0.080 | 0.087 | 0.057 |
| 2004 | 0.091 | 0.029 | 0.008 | 0.074 |
| 2003 | -0.092 | 0.141 | 0.109 | 0.070 |
| 2002 | 0.057 | -0.152 | -0.241 | -0.017 |
| 2001 | -0.127 | -0.003 | -0.219 | 0.138 |
| 2000 | 0.307 | -0.081 | 0.053 | -0.202 |
| 1999 | 0.033 | 0.112 | -0.004 | 0.355 |
| 1998 | 0.225 | 0.093 | -0.218 | 0.109 |
| 1997 | 0.219 | 0.156 | 0.030 | -0.021 |
| 1996 | 0.077 | 0.088 | 0.021 | 0.023 |
| 1995 | -0.090 | 0.130 | 0.030 | -0.019 |
| 1994 | 0.036 | -0.021 | 0.008 | 0.002 |
| 1993 | 0.113 | 0.014 | 0.134 | 0.178 |
| 1992 | 0.131 | -0.011 | -0.142 | 0.000 |
| 1991 | 0.074 | 0.042 | 0.006 | -0.069 |
| 1990 | 0.097 | 0.004 | -0.219 | 0.038 |
| 1989 | 0.093 | 0.113 | 0.097 | 0.030 |
| 1988 | 0.081 | 0.111 | 0.067 | 0.045 |
| 1987 | -0.021 | 0.044 | 0.079 | -0.265 |
| 1986 | 0.138 | 0 | 0.034 | 0.040 |
| 1985 | 0.084 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.063 |
| 3 years | -0.015 |
| 5 years | 0.091 |
| 10 years | 0.051 |