Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 34 |
| 1 month | 0.002 | 0 | 43 |
| 3 months | -0.020 | 0 | 46 |
| 1 year | 0.152 | 0 | 55 |
| 3 years | 0.083 | 0 | 58 |
| 5 years | 0.146 | 0 | 28 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.185 | — |
| 2023 | 0.098 | — |
| 2022 | -0.031 | — |
| 2021 | 0.265 | — |
| 2020 | 0.065 | — |
| 2019 | 0.218 | — |
| 2018 | -0.101 | — |
| 2017 | 0.056 | — |
| 2016 | 0.225 | — |
| 2015 | -0.096 | — |
| 2014 | 0.120 | — |
| 2013 | 0.340 | — |
| 2012 | 0.083 | — |
| 2011 | -0.115 | — |
| 2010 | 0.105 | — |
| 2009 | 0.487 | — |
| 2008 | -0.559 | — |
| 2007 | 0.128 | — |
| 2006 | 0.082 | — |
| 2005 | 0.177 | — |
| 2004 | 0.102 | — |
| 2003 | 0.238 | — |
| 2002 | -0.198 | — |
| 2001 | -0.039 | — |
| 2000 | 0.105 | — |
| 1999 | 0.235 | — |
| 1998 | -0.003 | — |
| 1997 | 0.173 | — |
| 1996 | 0.392 | — |
| 1995 | 0.200 | — |
| 1994 | 0.014 | — |
| 1993 | 0.271 | — |
| 1992 | 0.139 | — |
| 1991 | 0.178 | — |
| 1990 | -0.045 | — |
| 1989 | 0.348 | — |
| 1988 | 0.105 | — |
| 1987 | -0.022 | — |
| 1986 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.070 | -0.012 | 0.094 | 0.024 |
| 2023 | 0.042 | 0.006 | -0.025 | 0.075 |
| 2022 | 0.056 | -0.118 | -0.010 | 0.050 |
| 2021 | 0.101 | 0.079 | 0.010 | 0.054 |
| 2020 | -0.210 | 0.156 | 0.060 | 0.100 |
| 2019 | 0.121 | 0.026 | 0.017 | 0.041 |
| 2018 | -0.047 | 0.066 | -0.011 | -0.105 |
| 2017 | 0.018 | -0.025 | 0.026 | 0.037 |
| 2016 | 0.039 | 0.045 | 0.075 | 0.049 |
| 2015 | 0.029 | -0.002 | -0.105 | -0.017 |
| 2014 | 0.078 | 0.049 | 0.002 | -0.011 |
| 2013 | 0.076 | 0.041 | 0.072 | 0.115 |
| 2012 | 0.050 | -0.045 | 0.039 | 0.040 |
| 2011 | 0.061 | -0.053 | -0.175 | 0.068 |
| 2010 | 0.048 | -0.101 | 0.069 | 0.096 |
| 2009 | 0.003 | 0.261 | 0.095 | 0.074 |
| 2008 | 0.069 | 0.101 | -0.341 | -0.432 |
| 2007 | 0.035 | 0.096 | 0.012 | -0.017 |
| 2006 | 0.050 | -0.090 | 0.046 | 0.082 |
| 2005 | 0.035 | 0.024 | 0.072 | 0.035 |
| 2004 | 0.067 | -0.001 | -0.048 | 0.087 |
| 2003 | -0.030 | 0.123 | 0.047 | 0.085 |
| 2002 | -0.033 | -0.156 | -0.128 | 0.127 |
| 2001 | -0.094 | 0.030 | -0.088 | 0.129 |
| 2000 | 0.070 | 0.067 | 0.026 | -0.056 |
| 1999 | 0.007 | 0.038 | -0.030 | 0.217 |
| 1998 | 0.089 | -0.022 | -0.215 | 0.192 |
| 1997 | -0.012 | 0.134 | 0.109 | -0.056 |
| 1996 | 0.101 | 0.008 | 0.117 | 0.123 |
| 1995 | 0.041 | 0.080 | -0.006 | 0.074 |
| 1994 | -0.003 | -0.057 | 0.067 | 0.010 |
| 1993 | 0.057 | 0.077 | 0.024 | 0.089 |
| 1992 | 0.028 | 0.026 | 0.010 | 0.070 |
| 1991 | 0.144 | 0.004 | -0.017 | 0.045 |
| 1990 | -0.052 | 0.046 | -0.098 | 0.067 |
| 1989 | 0.059 | 0.115 | 0.095 | 0.043 |
| 1988 | 0.069 | 0.039 | -0.029 | 0.025 |
| 1987 | 0.186 | 0.021 | 0.026 | -0.212 |
| 1986 | -0.056 | 0.095 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.152 |
| 3 years | 0.083 |
| 5 years | 0.146 |
| 10 years | 0.075 |