Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 57 |
| 1 month | 0.001 | 0 | 86 |
| 3 months | -0.021 | 0 | 61 |
| 1 year | 0.049 | 0 | 23 |
| 3 years | 0.016 | 0 | 45 |
| 5 years | 0.061 | 0 | 59 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.068 | — |
| 2022 | -0.196 | — |
| 2021 | 0.153 | — |
| 2020 | 0.011 | — |
| 2019 | 0.202 | — |
| 2018 | -0.174 | — |
| 2017 | 0.176 | — |
| 2016 | -0.074 | — |
| 2015 | 0.233 | — |
| 2014 | 0.014 | — |
| 2013 | 0.260 | — |
| 2012 | 0.264 | — |
| 2011 | -0.163 | — |
| 2010 | 0.302 | — |
| 2009 | 0.344 | — |
| 2008 | -0.507 | — |
| 2007 | -0.071 | — |
| 2006 | 0.338 | — |
| 2005 | 0.350 | — |
| 2004 | 0.107 | — |
| 2003 | 0.242 | — |
| 2002 | -0.297 | — |
| 2001 | -0.351 | — |
| 2000 | 0.102 | — |
| 1999 | 0.482 | — |
| 1998 | 0.063 | — |
| 1997 | 0.142 | — |
| 1996 | 0.248 | — |
| 1995 | -0.036 | — |
| 1994 | -0.060 | — |
| 1993 | 0.345 | — |
| 1992 | 0.042 | — |
| 1991 | 0.103 | — |
| 1990 | -0.202 | — |
| 1989 | 0.204 | — |
| 1988 | 0.303 | — |
| 1987 | -0.265 | — |
| 1986 | 0.421 | — |
| 1985 | 0.276 | — |
| 1984 | 0.225 | — |
| 1983 | 0.331 | — |
| 1982 | -0.025 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.037 | — | — | — |
| 2024 | 0.046 | -0.009 | 0.028 | -0.012 |
| 2023 | 0.051 | -0.001 | -0.037 | 0.057 |
| 2022 | -0.099 | -0.126 | -0.072 | 0.100 |
| 2021 | 0.070 | 0.060 | 0.001 | 0.015 |
| 2020 | -0.250 | 0.182 | 0.017 | 0.122 |
| 2019 | 0.130 | 0.025 | -0.002 | 0.040 |
| 2018 | -0.018 | 0.046 | -0.023 | -0.176 |
| 2017 | 0.073 | 0.033 | 0.058 | 0.002 |
| 2016 | -0.101 | -0.061 | 0.080 | 0.016 |
| 2015 | 0.201 | 0.022 | -0.047 | 0.054 |
| 2014 | 0.043 | -0.023 | -0.036 | 0.033 |
| 2013 | 0.063 | -0.016 | 0.098 | 0.096 |
| 2012 | 0.159 | -0.050 | 0.096 | 0.047 |
| 2011 | -0.010 | -0.012 | -0.201 | 0.071 |
| 2010 | 0.094 | -0.032 | 0.083 | 0.135 |
| 2009 | -0.021 | 0.162 | 0.142 | 0.034 |
| 2008 | -0.140 | -0.018 | -0.201 | -0.270 |
| 2007 | 0.078 | 0.054 | -0.101 | -0.091 |
| 2006 | 0.163 | -0.048 | 0.058 | 0.143 |
| 2005 | 0.089 | 0.071 | 0.116 | 0.037 |
| 2004 | 0.049 | -0.001 | -0.035 | 0.095 |
| 2003 | -0.072 | 0.153 | 0.098 | 0.056 |
| 2002 | 0.047 | -0.130 | -0.215 | -0.017 |
| 2001 | -0.176 | -0.013 | -0.302 | 0.144 |
| 2000 | 0.421 | -0.069 | 0.053 | -0.209 |
| 1999 | -0.040 | 0.093 | 0.022 | 0.383 |
| 1998 | 0.237 | 0.078 | -0.230 | 0.035 |
| 1997 | 0.144 | 0.048 | 0.006 | -0.053 |
| 1996 | 0.175 | 0.036 | -0.031 | 0.058 |
| 1995 | -0.027 | 0.021 | 0.018 | -0.047 |
| 1994 | 0.033 | -0.067 | 0.008 | -0.033 |
| 1993 | 0.089 | 0.002 | 0.073 | 0.148 |
| 1992 | 0.139 | 0.036 | -0.055 | -0.065 |
| 1991 | 0.141 | 0.001 | 0.019 | -0.053 |
| 1990 | -0.014 | 0.049 | -0.223 | -0.007 |
| 1989 | 0.068 | 0.052 | 0.139 | -0.060 |
| 1988 | -0.024 | 0.228 | 0.030 | 0.056 |
| 1987 | 0.213 | -0.094 | 0.008 | -0.336 |
| 1986 | 0.198 | 0.010 | 0.057 | 0.111 |
| 1985 | 0.115 | 0.065 | -0.035 | 0.112 |
| 1984 | 0.050 | 0.031 | 0.060 | 0.068 |
| 1983 | 0.035 | 0.069 | 0.077 | 0.117 |
| 1982 | -0.014 | -0.062 | 0.025 | 0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.010 |
| 5 years | 0.057 |
| 10 years | 0.016 |