Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 58 |
| 1 month | -0.001 | 0 | 53 |
| 3 months | -0.015 | 0 | 58 |
| 1 year | 0.062 | 0 | 66 |
| 3 years | 0.068 | 0 | 54 |
| 5 years | 0.100 | 0 | 52 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.074 | — |
| 2022 | 0.006 | — |
| 2021 | 0.173 | — |
| 2020 | -0.097 | — |
| 2019 | 0.189 | — |
| 2018 | -0.094 | — |
| 2017 | 0.127 | — |
| 2016 | 0.157 | — |
| 2015 | 0.012 | — |
| 2014 | 0.008 | — |
| 2013 | 0.204 | — |
| 2012 | 0.128 | — |
| 2011 | -0.045 | — |
| 2010 | 0.152 | — |
| 2009 | 0.296 | — |
| 2008 | -0.293 | — |
| 2007 | 0.055 | — |
| 2006 | 0.164 | — |
| 2005 | 0.218 | — |
| 2004 | 0.123 | — |
| 2003 | 0.208 | — |
| 2002 | -0.226 | — |
| 2001 | -0.129 | — |
| 2000 | -0.053 | — |
| 1999 | 0.242 | — |
| 1998 | 0.135 | — |
| 1997 | 0.246 | — |
| 1996 | 0.162 | — |
| 1995 | 0.227 | — |
| 1994 | -0.062 | — |
| 1993 | 0.276 | — |
| 1992 | 0.196 | — |
| 1991 | 0.200 | — |
| 1990 | -0.100 | — |
| 1989 | 0.369 | — |
| 1988 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | — | — | — |
| 2024 | 0.034 | 0.045 | 0.018 | -0.007 |
| 2023 | 0.028 | -0.007 | 0.026 | 0.025 |
| 2022 | 0.012 | -0.056 | -0.034 | 0.090 |
| 2021 | 0.052 | 0.050 | 0.026 | 0.034 |
| 2020 | -0.259 | 0.117 | -0.033 | 0.127 |
| 2019 | 0.090 | 0.034 | 0.013 | 0.041 |
| 2018 | -0.063 | 0.093 | -0.013 | -0.104 |
| 2017 | 0.045 | 0.020 | 0.014 | 0.043 |
| 2016 | -0.005 | 0.025 | 0.092 | 0.039 |
| 2015 | 0.054 | -0.013 | -0.067 | 0.044 |
| 2014 | -0.005 | 0.019 | -0.007 | 0.002 |
| 2013 | 0.105 | -0.018 | 0.050 | 0.057 |
| 2012 | 0.066 | -0.028 | 0.051 | 0.036 |
| 2011 | 0.009 | 0.004 | -0.130 | 0.083 |
| 2010 | 0.064 | -0.112 | 0.131 | 0.078 |
| 2009 | -0.106 | 0.137 | 0.217 | 0.048 |
| 2008 | -0.099 | -0.019 | -0.126 | -0.085 |
| 2007 | 0.026 | 0.038 | -0.011 | 0.002 |
| 2006 | 0.084 | -0.019 | 0.034 | 0.059 |
| 2005 | 0.036 | 0.048 | 0.078 | 0.040 |
| 2004 | 0.010 | 0.023 | 0.028 | 0.058 |
| 2003 | -0.065 | 0.148 | 0.043 | 0.080 |
| 2002 | 0.022 | -0.118 | -0.179 | 0.046 |
| 2001 | -0.081 | 0.009 | -0.144 | 0.098 |
| 2000 | -0.039 | -0.015 | 0.005 | -0.004 |
| 1999 | 0.092 | 0.023 | -0.042 | 0.161 |
| 1998 | 0.152 | 0.002 | -0.145 | 0.150 |
| 1997 | 0.049 | 0.063 | 0.115 | 0.002 |
| 1996 | 0.025 | 0.023 | 0.062 | 0.044 |
| 1995 | 0.020 | 0.066 | 0.075 | 0.049 |
| 1994 | -0.062 | -0.049 | 0.034 | 0.016 |
| 1993 | 0.041 | 0.027 | 0.060 | 0.126 |
| 1992 | -0.003 | 0.053 | -0.001 | 0.141 |
| 1991 | 0.163 | -0.013 | 0.101 | -0.051 |
| 1990 | -0.067 | 0.067 | -0.168 | 0.086 |
| 1989 | 0.208 | 0.017 | 0.070 | 0.042 |
| 1988 | -0.020 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.068 |
| 5 years | 0.100 |
| 10 years | 0.055 |