Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 31 |
| 1 month | 0.002 | 0 | 9 |
| 3 months | -0.041 | 0 | 36 |
| 1 year | 0.110 | 0 | 56 |
| 3 years | 0.085 | 0 | 51 |
| 5 years | 0.118 | 0 | 66 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | 0.127 | — |
| 2022 | -0.084 | — |
| 2021 | 0.242 | — |
| 2020 | 0.052 | — |
| 2019 | 0.167 | — |
| 2018 | -0.082 | — |
| 2017 | 0.076 | — |
| 2016 | 0.115 | — |
| 2015 | 0.034 | — |
| 2014 | 0.117 | — |
| 2013 | 0.186 | — |
| 2012 | 0.079 | — |
| 2011 | -0.101 | — |
| 2010 | 0.117 | — |
| 2009 | 0.260 | — |
| 2008 | -0.314 | — |
| 2007 | 0.071 | — |
| 2006 | 0.171 | — |
| 2005 | 0.208 | — |
| 2004 | 0.151 | — |
| 2003 | 0.211 | — |
| 2002 | -0.116 | — |
| 2001 | -0.069 | — |
| 2000 | 0.218 | — |
| 1999 | 0.039 | — |
| 1998 | 0.044 | — |
| 1997 | 0.241 | — |
| 1996 | 0.291 | — |
| 1995 | 0.163 | — |
| 1994 | 0.004 | — |
| 1993 | 0.263 | — |
| 1992 | 0.010 | — |
| 1991 | 0.151 | — |
| 1990 | -0.051 | — |
| 1989 | 0.177 | — |
| 1988 | 0.139 | — |
| 1987 | 0.018 | — |
| 1986 | 0.101 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | — | — | — |
| 2024 | 0.069 | 0.005 | 0.079 | 0.007 |
| 2023 | 0.043 | 0.013 | -0.027 | 0.096 |
| 2022 | -0.010 | -0.118 | -0.008 | 0.058 |
| 2021 | 0.048 | 0.069 | 0.017 | 0.090 |
| 2020 | -0.165 | 0.098 | 0.035 | 0.108 |
| 2019 | 0.117 | 0.012 | 0.008 | 0.024 |
| 2018 | -0.027 | 0.025 | 0.019 | -0.095 |
| 2017 | 0.024 | -0.005 | 0.015 | 0.041 |
| 2016 | -0.011 | 0.037 | 0.051 | 0.035 |
| 2015 | 0.082 | -0.017 | -0.056 | 0.030 |
| 2014 | 0.047 | 0.047 | 0.009 | 0.011 |
| 2013 | 0.029 | -0.010 | 0.059 | 0.099 |
| 2012 | 0.051 | -0.035 | 0.049 | 0.014 |
| 2011 | 0.043 | -0.048 | -0.138 | 0.051 |
| 2010 | 0.016 | -0.062 | 0.086 | 0.079 |
| 2009 | -0.038 | 0.195 | 0.071 | 0.024 |
| 2008 | -0.030 | 0.063 | -0.166 | -0.202 |
| 2007 | 0.021 | 0.046 | 0.017 | -0.014 |
| 2006 | 0.072 | -0.045 | 0.044 | 0.094 |
| 2005 | 0.034 | 0.040 | 0.096 | 0.025 |
| 2004 | 0.026 | 0.008 | 0.029 | 0.082 |
| 2003 | -0.059 | 0.116 | 0.044 | 0.104 |
| 2002 | 0.037 | -0.063 | -0.134 | 0.051 |
| 2001 | -0.081 | 0.016 | -0.103 | 0.112 |
| 2000 | 0.004 | 0.118 | 0.044 | 0.039 |
| 1999 | -0.042 | 0.069 | -0.035 | 0.052 |
| 1998 | 0.121 | -0.015 | -0.141 | 0.101 |
| 1997 | 0.015 | 0.135 | 0.079 | -0.001 |
| 1996 | 0.041 | 0.027 | 0.057 | 0.143 |
| 1995 | 0.034 | 0.073 | 0.013 | 0.036 |
| 1994 | -0.012 | -0.057 | 0.067 | 0.010 |
| 1993 | 0.058 | 0.073 | 0.014 | 0.097 |
| 1992 | -0.008 | 0.011 | -0.012 | 0.020 |
| 1991 | 0.083 | -0.008 | 0.013 | 0.058 |
| 1990 | -0.039 | -0.003 | -0.062 | 0.055 |
| 1989 | 0.043 | 0.051 | 0.042 | 0.031 |
| 1988 | 0.067 | 0.026 | 0.014 | 0.026 |
| 1987 | 0.069 | 0.032 | 0.020 | -0.095 |
| 1986 | 0.029 | 0.033 | 0.012 | 0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.085 |
| 5 years | 0.118 |
| 10 years | 0.068 |