Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 91 |
| 1 month | 0.024 | 0 | 20 |
| 3 months | -0.068 | 0 | 90 |
| 1 year | 0.027 | 0 | 60 |
| 3 years | 0.031 | 0 | 55 |
| 5 years | 0.046 | 0 | 79 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.149 | — |
| 2022 | -0.224 | — |
| 2021 | 0.163 | — |
| 2020 | -0.008 | — |
| 2019 | 0.313 | — |
| 2018 | -0.174 | — |
| 2017 | 0.135 | — |
| 2016 | -0.003 | — |
| 2015 | 0.139 | — |
| 2014 | 0.026 | — |
| 2013 | 0.377 | — |
| 2012 | 0.192 | — |
| 2011 | -0.073 | — |
| 2010 | 0.255 | — |
| 2009 | 0.225 | — |
| 2008 | -0.282 | — |
| 2007 | 0.007 | — |
| 2006 | 0.337 | — |
| 2005 | 0.235 | — |
| 2004 | 0.208 | — |
| 2003 | 0.234 | — |
| 2002 | -0.246 | — |
| 2001 | -0.133 | — |
| 2000 | -0.070 | — |
| 1999 | 0.351 | — |
| 1998 | 0.005 | — |
| 1997 | 0.103 | — |
| 1996 | 0.247 | — |
| 1995 | 0.218 | — |
| 1994 | -0.073 | — |
| 1993 | 0.233 | — |
| 1992 | 0.145 | — |
| 1991 | 0.215 | — |
| 1990 | -0.076 | — |
| 1989 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | — | — | — |
| 2024 | 0.017 | 0.040 | 0.046 | -0.032 |
| 2023 | 0.023 | 0.000 | -0.009 | 0.133 |
| 2022 | -0.132 | -0.141 | -0.044 | 0.089 |
| 2021 | 0.032 | 0.065 | 0.042 | 0.015 |
| 2020 | -0.243 | 0.147 | 0.007 | 0.135 |
| 2019 | 0.095 | 0.072 | -0.013 | 0.132 |
| 2018 | -0.063 | 0.067 | -0.008 | -0.168 |
| 2017 | 0.021 | 0.022 | 0.042 | 0.044 |
| 2016 | -0.043 | -0.076 | 0.116 | 0.010 |
| 2015 | 0.069 | 0.014 | -0.027 | 0.080 |
| 2014 | 0.015 | -0.040 | 0.000 | 0.052 |
| 2013 | 0.148 | 0.009 | 0.075 | 0.105 |
| 2012 | 0.110 | -0.037 | 0.083 | 0.030 |
| 2011 | 0.022 | 0.006 | -0.141 | 0.049 |
| 2010 | 0.052 | -0.042 | 0.145 | 0.088 |
| 2009 | -0.073 | 0.101 | 0.211 | -0.009 |
| 2008 | -0.052 | 0.010 | -0.140 | -0.128 |
| 2007 | 0.031 | 0.019 | -0.030 | -0.012 |
| 2006 | 0.143 | -0.034 | 0.071 | 0.130 |
| 2005 | 0.037 | 0.029 | 0.086 | 0.066 |
| 2004 | 0.069 | 0.012 | 0.019 | 0.096 |
| 2003 | -0.079 | 0.187 | 0.069 | 0.056 |
| 2002 | 0.008 | -0.127 | -0.177 | 0.041 |
| 2001 | -0.054 | 0.000 | -0.198 | 0.143 |
| 2000 | -0.030 | -0.019 | -0.008 | -0.015 |
| 1999 | 0.128 | 0.033 | -0.002 | 0.161 |
| 1998 | 0.152 | -0.004 | -0.172 | 0.058 |
| 1997 | 0.061 | -0.044 | 0.058 | 0.027 |
| 1996 | 0.096 | 0.065 | 0.034 | 0.033 |
| 1995 | 0.000 | 0.068 | 0.092 | 0.044 |
| 1994 | 0.003 | -0.064 | -0.003 | -0.010 |
| 1993 | 0.075 | 0.018 | 0.055 | 0.068 |
| 1992 | 0.005 | 0.061 | -0.053 | 0.134 |
| 1991 | 0.201 | -0.042 | 0.127 | -0.063 |
| 1990 | -0.068 | 0.038 | -0.114 | 0.079 |
| 1989 | 0.037 | -0.062 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.031 |
| 5 years | 0.046 |
| 10 years | 0.032 |