Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.097 | 0.236 | 54 |
1 month | -0.022 | -0.031 | 100 |
3 months | 0.103 | 0.053 | 44 |
1 year | 0.266 | 0.615 | 17 |
3 years | 0.246 | 0.107 | 11 |
5 years | 0.208 | 0.146 | 16 |
10 years | 0.152 | 0.116 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.357 | — |
2023 | 0.278 | — |
2022 | -0.175 | — |
2021 | 0.406 | — |
2020 | 0.226 | -0.011 |
2019 | 0.316 | 0.284 |
2018 | -0.150 | -0.142 |
2017 | 0.299 | 0.167 |
2016 | 0.067 | 0.191 |
2015 | -0.097 | -0.009 |
2014 | 0.052 | 0.049 |
2013 | 0.489 | 0.346 |
2012 | 0.283 | 0.248 |
2011 | -0.228 | -0.151 |
2010 | 0.112 | 0.111 |
2009 | 0.504 | 0.253 |
2008 | -0.493 | -0.439 |
2007 | -0.001 | -0.116 |
2006 | 0.212 | 0.169 |
2005 | 0.299 | 0.067 |
2004 | 0.130 | 0.140 |
2003 | 0.365 | 0.336 |
2002 | -0.172 | -0.103 |
2001 | -0.091 | -0.021 |
2000 | 0.281 | 0.277 |
1999 | 0.306 | -0.018 |
1998 | 0.057 | 0.061 |
1997 | 0.623 | 0.470 |
1996 | 0.397 | 0.319 |
1995 | 0.236 | 0.460 |
1994 | -0.173 | -0.027 |
1993 | 0.493 | 0.169 |
1992 | 0.051 | 0.347 |
1991 | 0.823 | 0.578 |
1990 | -0.162 | -0.178 |
1989 | 0.141 | 0.224 |
1988 | 0.185 | 0.202 |
1987 | -0.369 | -0.108 |
1986 | 0.096 | 0.161 |
1985 | — | 0.369 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.071 | 0.145 | — | — |
2024 | 0.093 | -0.009 | 0.123 | 0.115 |
2023 | 0.012 | 0.037 | 0.018 | 0.196 |
2022 | -0.077 | -0.198 | -0.009 | 0.124 |
2021 | 0.110 | 0.128 | 0.031 | 0.089 |
2020 | -0.209 | 0.235 | 0.028 | 0.220 |
2019 | 0.082 | 0.071 | 0.020 | 0.114 |
2018 | 0.018 | -0.032 | -0.033 | -0.108 |
2017 | 0.040 | 0.075 | 0.065 | 0.092 |
2016 | -0.074 | -0.072 | 0.107 | 0.122 |
2015 | -0.013 | 0.027 | -0.151 | 0.049 |
2014 | -0.023 | 0.010 | 0.016 | 0.049 |
2013 | 0.120 | 0.077 | 0.063 | 0.161 |
2012 | 0.219 | -0.094 | 0.092 | 0.064 |
2011 | 0.008 | -0.078 | -0.234 | 0.084 |
2010 | 0.098 | -0.180 | 0.099 | 0.123 |
2009 | -0.112 | 0.430 | 0.234 | -0.040 |
2008 | -0.137 | -0.104 | -0.068 | -0.297 |
2007 | -0.002 | 0.037 | -0.038 | 0.003 |
2006 | 0.120 | -0.090 | 0.113 | 0.068 |
2005 | -0.057 | 0.127 | 0.098 | 0.113 |
2004 | 0.067 | -0.092 | -0.004 | 0.170 |
2003 | -0.082 | 0.276 | 0.062 | 0.096 |
2002 | 0.030 | -0.121 | -0.184 | 0.122 |
2001 | -0.157 | 0.093 | -0.191 | 0.219 |
2000 | 0.148 | -0.011 | 0.196 | -0.057 |
1999 | 0.155 | 0.069 | -0.151 | 0.246 |
1998 | 0.139 | 0.074 | -0.331 | 0.291 |
1997 | -0.001 | 0.260 | 0.233 | 0.046 |
1996 | 0.125 | 0.036 | 0.025 | 0.170 |
1995 | 0.035 | 0.149 | 0.101 | -0.057 |
1994 | -0.139 | 0.055 | -0.054 | -0.038 |
1993 | 0.151 | 0.078 | 0.135 | 0.059 |
1992 | -0.019 | -0.102 | 0.019 | 0.171 |
1991 | 0.313 | -0.003 | 0.158 | 0.203 |
1990 | 0.015 | 0.020 | -0.238 | 0.062 |
1989 | 0.105 | 0.046 | 0.112 | -0.112 |
1988 | 0.093 | 0.077 | 0.016 | -0.009 |
1987 | 0.210 | -0.150 | -0.001 | -0.385 |
1986 | 0.226 | 0.001 | -0.125 | 0.021 |
1985 | 0.240 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.266 |
3 years | 0.246 |
5 years | 0.208 |
10 years | 0.152 |