Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.086 | 0 | 81 |
| 1 month | -0.027 | 0 | 100 |
| 3 months | 0.013 | 0 | 97 |
| 1 year | 0.073 | 0 | 81 |
| 3 years | 0.091 | 0 | 50 |
| 5 years | 0.012 | 0 | 100 |
| 10 years | 0.083 | 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 | 0.065 | 0.045 | — |
| 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 | 0.073 |
| 3 years | 0.091 |
| 5 years | 0.012 |
| 10 years | 0.083 |
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