Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 74 |
| 1 month | -0.021 | 0 | 54 |
| 3 months | 0.027 | 0 | 75 |
| 1 year | 0.010 | 0 | 83 |
| 3 years | 0.084 | 0 | 73 |
| 5 years | 0.054 | 0 | 66 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.079 | — |
| 2022 | -0.151 | — |
| 2021 | 0.155 | — |
| 2020 | 0.208 | — |
| 2019 | 0.280 | — |
| 2018 | -0.028 | — |
| 2017 | 0.167 | — |
| 2016 | 0.207 | — |
| 2015 | -0.014 | — |
| 2014 | 0.091 | — |
| 2013 | 0.229 | — |
| 2012 | 0.098 | — |
| 2011 | -0.115 | — |
| 2010 | 0.126 | — |
| 2009 | 0.214 | — |
| 2008 | -0.269 | — |
| 2007 | 0.110 | — |
| 2006 | 0.030 | — |
| 2005 | 0.246 | — |
| 2004 | 0.038 | — |
| 2003 | 0.124 | — |
| 2002 | -0.304 | — |
| 2001 | -0.179 | — |
| 2000 | -0.103 | — |
| 1999 | 0.273 | — |
| 1998 | 0.175 | — |
| 1997 | 0.159 | — |
| 1996 | 0.018 | — |
| 1995 | 0.146 | — |
| 1994 | -0.012 | — |
| 1993 | 0.282 | — |
| 1992 | 0.187 | — |
| 1991 | 0.188 | — |
| 1990 | -0.318 | — |
| 1989 | 0.245 | — |
| 1988 | 0.192 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.074 | 0.053 | 0.038 | — |
| 2024 | 0.120 | 0.033 | -0.012 | 0.013 |
| 2023 | 0 | 0.019 | -0.036 | 0.098 |
| 2022 | -0.104 | -0.109 | 0.038 | 0.024 |
| 2021 | 0.000 | 0.083 | 0.049 | 0.016 |
| 2020 | -0.122 | 0.203 | 0.059 | 0.080 |
| 2019 | 0.112 | 0.099 | 0.019 | 0.028 |
| 2018 | -0.049 | 0.108 | 0.076 | -0.143 |
| 2017 | 0.058 | 0.023 | 0.020 | 0.057 |
| 2016 | -0.003 | 0.041 | 0.096 | 0.061 |
| 2015 | 0.073 | -0.042 | -0.100 | 0.066 |
| 2014 | -0.018 | 0.035 | 0.023 | 0.049 |
| 2013 | 0.144 | -0.003 | 0.015 | 0.061 |
| 2012 | 0.109 | -0.045 | 0.037 | 0 |
| 2011 | -0.013 | -0.005 | -0.146 | 0.056 |
| 2010 | 0.070 | -0.112 | 0.066 | 0.111 |
| 2009 | -0.053 | 0.041 | 0.186 | 0.038 |
| 2008 | -0.094 | 0.035 | -0.155 | -0.076 |
| 2007 | 0.034 | 0.038 | 0.042 | -0.008 |
| 2006 | 0.074 | -0.077 | 0.001 | 0.039 |
| 2005 | 0.017 | 0.044 | 0.089 | 0.079 |
| 2004 | -0.006 | 0.000 | 0.004 | 0.040 |
| 2003 | -0.046 | 0.088 | 0.036 | 0.045 |
| 2002 | 0.011 | -0.143 | -0.200 | 0.003 |
| 2001 | -0.101 | 0.028 | -0.205 | 0.117 |
| 2000 | 0.002 | 0.007 | -0.026 | -0.087 |
| 1999 | 0.045 | 0.055 | -0.044 | 0.208 |
| 1998 | 0.112 | 0.031 | -0.146 | 0.199 |
| 1997 | 0.057 | 0.107 | 0.043 | -0.051 |
| 1996 | 0.068 | 0.006 | -0.010 | -0.044 |
| 1995 | -0.022 | 0.045 | 0.059 | 0.060 |
| 1994 | 0.035 | -0.009 | -0.015 | -0.023 |
| 1993 | 0.077 | 0.061 | 0.069 | 0.050 |
| 1992 | -0.002 | -0.061 | 0.076 | 0.177 |
| 1991 | 0.211 | 0.032 | -0.023 | -0.027 |
| 1990 | -0.161 | 0.009 | -0.239 | 0.059 |
| 1989 | 0.060 | 0.067 | 0.052 | 0.046 |
| 1988 | 0.065 | 0.061 | 0.016 | 0.038 |
| 1987 | -0.264 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.084 |
| 5 years | 0.054 |
| 10 years | 0.103 |
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