Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 34 |
| 1 month | -0.021 | 0 | 54 |
| 3 months | 0.005 | 0 | 74 |
| 1 year | 0.352 | 0 | 1 |
| 3 years | 0.123 | 0 | 1 |
| 5 years | 0.131 | 0 | 8 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.412 | — |
| 2023 | 0.028 | — |
| 2022 | -0.119 | — |
| 2021 | 0.158 | — |
| 2020 | -0.001 | — |
| 2019 | 0.117 | — |
| 2018 | -0.077 | — |
| 2017 | 0.229 | — |
| 2016 | 0.032 | — |
| 2015 | -0.104 | — |
| 2014 | 0.047 | — |
| 2013 | 0.041 | — |
| 2012 | 0.193 | — |
| 2011 | -0.228 | — |
| 2010 | 0.123 | — |
| 2009 | 0.701 | — |
| 2008 | -0.496 | — |
| 2007 | 0.186 | — |
| 2006 | 0.448 | — |
| 2005 | 0.126 | — |
| 2004 | 0.115 | — |
| 2003 | 0.477 | — |
| 2002 | -0.103 | — |
| 2001 | -0.124 | — |
| 2000 | -0.273 | — |
| 1999 | 1.045 | — |
| 1998 | -0.081 | — |
| 1997 | -0.076 | — |
| 1996 | -0.043 | — |
| 1995 | 0.022 | — |
| 1994 | -0.073 | — |
| 1993 | 0.640 | — |
| 1992 | 0.081 | — |
| 1991 | 0.245 | — |
| 1990 | -0.196 | — |
| 1989 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.061 | — | — | — |
| 2024 | 0.016 | 0.108 | 0.140 | 0.099 |
| 2023 | 0.058 | -0.045 | 0.019 | -0.002 |
| 2022 | -0.006 | -0.141 | 0.012 | 0.020 |
| 2021 | 0.133 | 0.020 | -0.011 | 0.013 |
| 2020 | -0.226 | 0.114 | -0.011 | 0.172 |
| 2019 | 0.043 | 0.060 | -0.036 | 0.048 |
| 2018 | 0.060 | -0.051 | -0.001 | -0.081 |
| 2017 | 0.093 | 0.032 | 0.019 | 0.070 |
| 2016 | -0.010 | 0.001 | 0.022 | 0.019 |
| 2015 | 0.016 | -0.012 | -0.142 | 0.040 |
| 2014 | -0.027 | 0.051 | 0.002 | 0.022 |
| 2013 | 0.044 | -0.045 | 0.030 | 0.014 |
| 2012 | 0.146 | -0.044 | 0.067 | 0.021 |
| 2011 | -0.024 | -0.019 | -0.182 | -0.014 |
| 2010 | -0.010 | -0.024 | 0.087 | 0.069 |
| 2009 | -0.032 | 0.369 | 0.172 | 0.095 |
| 2008 | -0.145 | -0.004 | -0.205 | -0.256 |
| 2007 | 0.112 | 0.119 | 0.033 | -0.077 |
| 2006 | 0.112 | -0.023 | 0.085 | 0.228 |
| 2005 | 0.012 | 0.072 | 0.057 | -0.018 |
| 2004 | 0.087 | -0.049 | 0.060 | 0.017 |
| 2003 | -0.028 | 0.139 | 0.235 | 0.080 |
| 2002 | 0.166 | -0.122 | -0.148 | 0.028 |
| 2001 | -0.121 | 0.029 | -0.224 | 0.248 |
| 2000 | -0.117 | -0.108 | -0.058 | -0.020 |
| 1999 | 0.099 | 0.494 | 0.003 | 0.241 |
| 1998 | -0.008 | -0.186 | -0.016 | 0.155 |
| 1997 | -0.054 | 0.057 | 0.036 | -0.109 |
| 1996 | 0.037 | -0.030 | -0.043 | -0.006 |
| 1995 | -0.066 | 0.044 | -0.006 | 0.054 |
| 1994 | -0.151 | 0.070 | 0.056 | -0.034 |
| 1993 | 0.070 | 0.050 | 0.150 | 0.271 |
| 1992 | -0.029 | 0.044 | -0.061 | 0.135 |
| 1991 | 0.209 | 0.020 | -0.058 | 0.071 |
| 1990 | 0.059 | 0 | -0.268 | 0.037 |
| 1989 | 0.086 | 0.010 | 0.039 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.285 |
| 3 years | 0.104 |
| 5 years | 0.120 |
| 10 years | 0.049 |