Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.026 | 0 | 74 |
1 month | -0.055 | 0 | 97 |
3 months | -0.026 | 0 | 74 |
1 year | 0.019 | 0 | 76 |
3 years | 0.009 | 0 | 89 |
5 years | 0.067 | 0 | 77 |
10 years | 0.070 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.089 | — |
2023 | 0.107 | — |
2022 | -0.243 | — |
2021 | 0.043 | — |
2020 | 0.339 | — |
2019 | 0.213 | — |
2018 | -0.026 | — |
2017 | 0.149 | — |
2016 | 0.179 | — |
2015 | 0.068 | — |
2014 | 0.041 | — |
2013 | 0.168 | — |
2012 | 0.140 | — |
2011 | -0.040 | — |
2010 | 0.199 | — |
2009 | 0.236 | — |
2008 | -0.181 | — |
2007 | 0.095 | — |
2006 | 0.102 | — |
2005 | 0.196 | — |
2004 | 0.098 | — |
2003 | 0.187 | — |
2002 | -0.170 | — |
2001 | -0.080 | — |
2000 | -0.039 | — |
1999 | 0.195 | — |
1998 | 0.140 | — |
1997 | 0.156 | — |
1996 | 0.069 | — |
1995 | 0.153 | — |
1994 | -0.088 | — |
1993 | 0.224 | — |
1992 | 0.207 | — |
1991 | 0.132 | — |
1990 | -0.132 | — |
1989 | 0.313 | — |
1988 | 0.088 | — |
1987 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.026 | — | — | — |
2024 | 0.041 | 0.006 | 0.028 | 0.012 |
2023 | 0.045 | 0.013 | -0.031 | 0.078 |
2022 | -0.135 | -0.156 | 0 | 0.036 |
2021 | -0.017 | 0.082 | -0.002 | -0.017 |
2020 | -0.101 | 0.248 | 0.086 | 0.098 |
2019 | 0.088 | 0.077 | -0.006 | 0.041 |
2018 | -0.022 | 0.089 | 0.028 | -0.110 |
2017 | 0.057 | 0.039 | 0.012 | 0.035 |
2016 | 0.022 | 0.026 | 0.096 | 0.025 |
2015 | 0.083 | -0.034 | -0.041 | 0.065 |
2014 | 0.017 | 0.009 | -0.007 | 0.022 |
2013 | 0.113 | -0.010 | 0.033 | 0.026 |
2012 | 0.080 | -0.029 | 0.049 | 0.037 |
2011 | 0.009 | 0.012 | -0.107 | 0.053 |
2010 | 0.080 | -0.071 | 0.113 | 0.073 |
2009 | -0.081 | 0.081 | 0.183 | 0.051 |
2008 | -0.069 | 0.004 | -0.107 | -0.019 |
2007 | 0.024 | 0.032 | 0.018 | 0.018 |
2006 | 0.080 | -0.039 | 0.026 | 0.035 |
2005 | 0.026 | 0.041 | 0.072 | 0.046 |
2004 | 0.014 | 0.000 | 0.026 | 0.054 |
2003 | -0.028 | 0.114 | 0.030 | 0.065 |
2002 | 0.043 | -0.087 | -0.138 | 0.011 |
2001 | -0.086 | 0.042 | -0.136 | 0.118 |
2000 | -0.010 | 0.032 | -0.044 | -0.017 |
1999 | 0.073 | 0.006 | -0.041 | 0.154 |
1998 | 0.128 | 0.002 | -0.090 | 0.108 |
1997 | 0.100 | -0.050 | — | — |
1996 | 0.038 | 0.002 | 0.033 | -0.005 |
1995 | 0.008 | 0.032 | 0.073 | 0.033 |
1994 | -0.052 | -0.058 | 0.015 | 0.006 |
1993 | 0.022 | 0.022 | 0.067 | 0.099 |
1992 | 0.041 | 0.024 | 0.013 | 0.118 |
1991 | 0.054 | -0.075 | — | — |
1990 | -0.037 | 0.029 | -0.160 | 0.044 |
1989 | 0.181 | 0.004 | 0.089 | 0.015 |
1988 | 0.163 | 0.033 | -0.055 | -0.042 |
1987 | 0.122 | -0.264 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.019 |
3 years | 0.009 |
5 years | 0.067 |
10 years | 0.070 |