Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 4 |
| 1 month | -0.014 | 0 | 8 |
| 3 months | -0.068 | 0 | 11 |
| 1 year | 0.091 | 0 | 6 |
| 3 years | 0.080 | 0 | 16 |
| 5 years | 0.125 | 0 | 21 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.175 | — |
| 2023 | 0.167 | — |
| 2022 | -0.151 | — |
| 2021 | 0.269 | — |
| 2020 | 0.100 | — |
| 2019 | 0.317 | — |
| 2018 | -0.137 | — |
| 2017 | 0.129 | — |
| 2016 | 0.040 | — |
| 2015 | 0.123 | — |
| 2014 | 0.061 | — |
| 2013 | 0.207 | — |
| 2012 | 0.190 | — |
| 2011 | -0.132 | — |
| 2010 | 0.158 | — |
| 2009 | 0.277 | — |
| 2008 | -0.418 | — |
| 2007 | 0.083 | — |
| 2006 | 0.114 | — |
| 2005 | 0.285 | — |
| 2004 | 0.045 | — |
| 2003 | 0.252 | — |
| 2002 | -0.412 | — |
| 2001 | -0.171 | — |
| 2000 | -0.119 | — |
| 1999 | 0.431 | — |
| 1998 | 0.165 | — |
| 1997 | 0.338 | — |
| 1996 | 0.245 | — |
| 1995 | 0.064 | — |
| 1994 | -0.069 | — |
| 1993 | 0.322 | — |
| 1992 | 0.007 | — |
| 1991 | -0.011 | — |
| 1990 | -0.193 | — |
| 1989 | 0.148 | — |
| 1988 | 0.093 | — |
| 1987 | -0.231 | — |
| 1986 | 0.035 | — |
| 1985 | 0.638 | — |
| 1984 | 0.192 | — |
| 1983 | 0.238 | — |
| 1982 | 0.162 | — |
| 1981 | 0.080 | — |
| 1980 | 0.085 | — |
| 1979 | -0.044 | — |
| 1978 | 0.037 | — |
| 1977 | 0.065 | — |
| 1976 | -0.008 | — |
| 1975 | 0.370 | — |
| 1974 | -0.020 | — |
| 1973 | -0.153 | — |
| 1972 | 0.093 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.093 | 0.022 | 0.017 | 0.036 |
| 2023 | 0.066 | 0.057 | -0.024 | 0.060 |
| 2022 | -0.061 | -0.116 | -0.038 | 0.063 |
| 2021 | 0.109 | 0.060 | 0.007 | 0.073 |
| 2020 | -0.201 | 0.209 | 0.047 | 0.088 |
| 2019 | 0.140 | 0.037 | 0.030 | 0.082 |
| 2018 | -0.063 | 0.046 | 0.037 | -0.151 |
| 2017 | 0.074 | -0.003 | 0.023 | 0.031 |
| 2016 | -0.086 | -0.012 | 0.060 | 0.086 |
| 2015 | 0.199 | -0.056 | -0.104 | 0.107 |
| 2014 | -0.007 | 0.025 | 0.001 | 0.040 |
| 2013 | 0.043 | -0.009 | 0.068 | 0.094 |
| 2012 | 0.149 | -0.089 | 0.096 | 0.038 |
| 2011 | 0.004 | -0.001 | -0.198 | 0.078 |
| 2010 | 0.057 | -0.038 | 0.041 | 0.095 |
| 2009 | -0.084 | 0.155 | 0.150 | 0.050 |
| 2008 | -0.176 | -0.015 | -0.123 | -0.183 |
| 2007 | 0.023 | 0.095 | -0.020 | -0.014 |
| 2006 | 0.064 | -0.056 | 0.046 | 0.060 |
| 2005 | 0.033 | 0.073 | 0.099 | 0.054 |
| 2004 | 0.006 | 0.022 | -0.041 | 0.060 |
| 2003 | -0.126 | 0.232 | 0.022 | 0.138 |
| 2002 | 0.009 | -0.197 | -0.286 | 0.016 |
| 2001 | -0.101 | 0.049 | -0.263 | 0.193 |
| 2000 | 0.076 | -0.065 | 0.020 | -0.141 |
| 1999 | 0.039 | 0.090 | -0.037 | 0.312 |
| 1998 | 0.191 | 0.084 | -0.215 | 0.150 |
| 1997 | 0.139 | 0.130 | 0.054 | -0.014 |
| 1996 | 0.085 | 0.041 | 0.026 | 0.074 |
| 1995 | -0.083 | 0.056 | 0.055 | 0.041 |
| 1994 | -0.035 | -0.032 | -0.011 | 0.008 |
| 1993 | 0.075 | 0.043 | 0.056 | 0.116 |
| 1992 | 0.058 | -0.016 | -0.101 | 0.077 |
| 1991 | 0.038 | 0.039 | -0.014 | -0.068 |
| 1990 | 0.040 | -0.020 | -0.265 | 0.076 |
| 1989 | -0.015 | 0.070 | 0.055 | 0.032 |
| 1988 | 0.005 | 0.041 | 0.030 | 0.014 |
| 1987 | -0.101 | 0.046 | 0.066 | -0.233 |
| 1986 | 0.056 | -0.068 | 0.006 | 0.046 |
| 1985 | 0.095 | 0.143 | 0.066 | 0.228 |
| 1984 | 0.071 | -0.005 | 0.077 | 0.039 |
| 1983 | 0.138 | 0.077 | 0.010 | 0.000 |
| 1982 | 0.021 | 0.003 | 0.072 | 0.058 |
| 1981 | -0.019 | 0.079 | -0.004 | 0.024 |
| 1980 | -0.021 | 0.079 | -0.029 | 0.058 |
| 1979 | -0.005 | -0.032 | 0.038 | -0.043 |
| 1978 | -0.002 | 0.035 | 0.055 | -0.048 |
| 1977 | 0.016 | 0.030 | 0.028 | -0.010 |
| 1976 | 0.049 | -0.028 | -0.020 | -0.007 |
| 1975 | 0.175 | 0.047 | -0.006 | 0.120 |
| 1974 | 0.022 | -0.026 | -0.052 | 0.039 |
| 1973 | 0.032 | -0.110 | -0.056 | -0.023 |
| 1972 | 0.048 | 0.013 | 0.030 | -0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.070 |
| 5 years | 0.118 |
| 10 years | 0.072 |