Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 9 |
| 1 month | -0.054 | 0 | 11 |
| 3 months | -0.024 | 0 | 9 |
| 1 year | 0.001 | 0 | 32 |
| 3 years | 0.047 | 0 | 39 |
| 5 years | 0.128 | 0 | 20 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.124 | — |
| 2023 | 0.156 | — |
| 2022 | -0.156 | — |
| 2021 | 0.175 | — |
| 2020 | 0.325 | — |
| 2019 | 0.318 | — |
| 2018 | -0.071 | — |
| 2017 | 0.178 | — |
| 2016 | 0.208 | — |
| 2015 | 0.030 | — |
| 2014 | 0.110 | — |
| 2013 | 0.312 | — |
| 2012 | 0.076 | — |
| 2011 | -0.117 | — |
| 2010 | 0.152 | — |
| 2009 | 0.188 | — |
| 2008 | -0.204 | — |
| 2007 | 0.153 | — |
| 2006 | 0.079 | — |
| 2005 | 0.195 | — |
| 2004 | 0.042 | — |
| 2003 | 0.184 | — |
| 2002 | -0.329 | — |
| 2001 | -0.219 | — |
| 2000 | -0.032 | — |
| 1999 | 0.259 | — |
| 1998 | 0.160 | — |
| 1997 | 0.176 | — |
| 1996 | 0.077 | — |
| 1995 | 0.267 | — |
| 1994 | -0.077 | — |
| 1993 | 0.263 | — |
| 1992 | 0.191 | — |
| 1991 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.096 | 0.041 | -0.020 | 0.005 |
| 2023 | 0.057 | 0.037 | -0.033 | 0.089 |
| 2022 | -0.068 | -0.123 | 0.029 | 0.003 |
| 2021 | -0.009 | 0.087 | 0.032 | 0.057 |
| 2020 | -0.087 | 0.224 | 0.074 | 0.104 |
| 2019 | 0.128 | 0.095 | 0.033 | 0.033 |
| 2018 | -0.031 | 0.079 | 0.033 | -0.141 |
| 2017 | 0.062 | 0.038 | 0.009 | 0.059 |
| 2016 | 0.011 | 0.044 | 0.096 | 0.044 |
| 2015 | 0.086 | -0.046 | -0.087 | 0.088 |
| 2014 | 0.022 | -0.004 | 0.010 | 0.080 |
| 2013 | 0.155 | 0.019 | 0.041 | 0.071 |
| 2012 | 0.091 | -0.084 | 0.045 | 0.029 |
| 2011 | 0 | 0.007 | -0.167 | 0.052 |
| 2010 | 0.095 | -0.084 | 0.023 | 0.123 |
| 2009 | -0.098 | 0.083 | 0.173 | 0.037 |
| 2008 | -0.117 | -0.006 | -0.041 | -0.054 |
| 2007 | 0.032 | 0.083 | 0.013 | 0.019 |
| 2006 | 0.118 | -0.087 | 0.010 | 0.047 |
| 2005 | 0.010 | 0.035 | 0.078 | 0.060 |
| 2004 | 0.014 | -0.023 | -0.018 | 0.071 |
| 2003 | -0.057 | 0.131 | 0.064 | 0.043 |
| 2002 | 0 | -0.144 | -0.210 | -0.007 |
| 2001 | -0.122 | 0.005 | -0.201 | 0.108 |
| 2000 | 0.080 | -0.036 | 0.006 | -0.075 |
| 1999 | 0.036 | 0.057 | -0.036 | 0.192 |
| 1998 | 0.159 | 0.024 | -0.143 | 0.142 |
| 1997 | 0.059 | 0.028 | 0.083 | -0.003 |
| 1996 | 0.058 | 0.031 | -0.003 | -0.010 |
| 1995 | 0.015 | 0.091 | 0.107 | 0.034 |
| 1994 | 0.006 | -0.101 | 0.020 | 0.001 |
| 1993 | 0.091 | 0.020 | 0.047 | 0.084 |
| 1992 | 0.048 | 0.038 | -0.041 | 0.141 |
| 1991 | -0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.044 |
| 3 years | 0.031 |
| 5 years | 0.117 |
| 10 years | 0.101 |