Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.095 | 0 | 83 |
| 1 month | -0.079 | 0 | 35 |
| 3 months | -0.095 | 0 | 83 |
| 1 year | 0.022 | 0 | 61 |
| 3 years | 0.076 | 0 | 57 |
| 5 years | 0.159 | 0 | 50 |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.257 | — |
| 2023 | 0.170 | — |
| 2022 | -0.072 | — |
| 2021 | 0.269 | — |
| 2020 | 0.145 | — |
| 2019 | 0.201 | — |
| 2018 | -0.046 | — |
| 2017 | 0.115 | — |
| 2016 | 0.357 | — |
| 2015 | 0.068 | — |
| 2014 | 0.229 | — |
| 2013 | 0.392 | — |
| 2012 | 0.058 | — |
| 2011 | 0.054 | — |
| 2010 | 0.215 | — |
| 2009 | 0.128 | — |
| 2008 | -0.224 | — |
| 2007 | 0.003 | — |
| 2006 | 0.025 | — |
| 2005 | 0.218 | — |
| 2004 | 0.038 | — |
| 2003 | 0.189 | — |
| 2002 | -0.303 | — |
| 2001 | -0.106 | — |
| 2000 | -0.056 | — |
| 1999 | 0.294 | — |
| 1998 | 0.351 | — |
| 1997 | 0.302 | — |
| 1996 | 0.294 | — |
| 1995 | 0.149 | — |
| 1994 | -0.074 | — |
| 1993 | 0.263 | — |
| 1992 | 0.457 | — |
| 1991 | 0.238 | — |
| 1990 | -0.248 | — |
| 1989 | 0.390 | — |
| 1988 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.114 | 0.021 | -0.017 | 0.124 |
| 2023 | 0.026 | 0.048 | 0.010 | 0.079 |
| 2022 | -0.008 | -0.076 | 0.034 | -0.021 |
| 2021 | 0.074 | 0.068 | 0.025 | 0.079 |
| 2020 | -0.143 | 0.203 | 0.022 | 0.086 |
| 2019 | 0.107 | 0.049 | 0.034 | 0 |
| 2018 | -0.056 | 0.116 | 0.062 | -0.147 |
| 2017 | 0.051 | -0.018 | 0.021 | 0.059 |
| 2016 | 0.030 | 0.066 | 0.099 | 0.125 |
| 2015 | 0.084 | -0.068 | -0.055 | 0.119 |
| 2014 | 0.008 | 0.029 | 0.075 | 0.102 |
| 2013 | 0.217 | 0.044 | 0.025 | 0.069 |
| 2012 | 0.082 | -0.046 | 0.039 | -0.015 |
| 2011 | 0.039 | 0.021 | -0.086 | 0.086 |
| 2010 | 0.126 | -0.110 | 0.054 | 0.152 |
| 2009 | -0.109 | 0.021 | 0.186 | 0.046 |
| 2008 | -0.115 | 0.025 | -0.091 | -0.059 |
| 2007 | 0.033 | 0.045 | -0.022 | -0.050 |
| 2006 | 0.069 | -0.086 | 0.005 | 0.044 |
| 2005 | 0.014 | 0.095 | 0.053 | 0.042 |
| 2004 | -0.007 | 0.008 | -0.011 | 0.048 |
| 2003 | 0.009 | 0.106 | 0.014 | 0.050 |
| 2002 | 0.023 | -0.196 | -0.188 | 0.044 |
| 2001 | -0.099 | 0.098 | -0.228 | 0.170 |
| 2000 | 0.022 | 0.002 | 0.020 | -0.096 |
| 1999 | 0.093 | 0.109 | -0.111 | 0.202 |
| 1998 | 0.141 | 0.106 | -0.133 | 0.234 |
| 1997 | 0.093 | 0.119 | 0.099 | -0.031 |
| 1996 | 0.107 | 0.014 | 0.069 | 0.078 |
| 1995 | -0.002 | 0.100 | 0.053 | -0.006 |
| 1994 | -0.015 | -0.093 | 0.065 | -0.027 |
| 1993 | 0.098 | 0.014 | 0.038 | 0.094 |
| 1992 | 0.147 | -0.105 | 0.092 | 0.301 |
| 1991 | 0.272 | 0.067 | -0.070 | -0.019 |
| 1990 | -0.072 | -0.024 | -0.209 | 0.050 |
| 1989 | 0.144 | 0.180 | 0.026 | 0.004 |
| 1988 | -0.067 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.062 |
| 5 years | 0.150 |
| 10 years | 0.114 |