Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 46 |
| 1 month | 0.037 | 0 | 9 |
| 3 months | 0.025 | 0 | 75 |
| 1 year | 0.082 | 0 | 56 |
| 3 years | 0.122 | 0 | 96 |
| 5 years | 0.196 | 0 | 88 |
| 10 years | 0.115 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.208 | — |
| 2022 | -0.018 | — |
| 2021 | 0.296 | — |
| 2020 | 0.187 | — |
| 2019 | 0.107 | — |
| 2018 | -0.004 | — |
| 2017 | 0.296 | — |
| 2016 | 0.036 | — |
| 2015 | -0.005 | — |
| 2014 | 0.433 | — |
| 2013 | 0.059 | — |
| 2012 | 0.251 | — |
| 2011 | -0.197 | — |
| 2010 | 0.185 | — |
| 2009 | 0.742 | — |
| 2008 | -0.503 | — |
| 2007 | 0.606 | — |
| 2006 | 0.281 | — |
| 2005 | 0.318 | — |
| 2004 | 0.235 | — |
| 2003 | 0.804 | — |
| 2002 | 0.148 | — |
| 2001 | -0.209 | — |
| 2000 | -0.226 | — |
| 1999 | 0.506 | — |
| 1998 | -0.120 | — |
| 1997 | 0.070 | — |
| 1996 | -0.026 | — |
| 1995 | -0.237 | — |
| 1994 | 0.158 | — |
| 1993 | 0.018 | — |
| 1992 | 0.436 | — |
| 1991 | 0.760 | — |
| 1990 | 0.243 | — |
| 1989 | 0.344 | — |
| 1988 | 0.825 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.026 | 0.096 | 0.081 | -0.085 |
| 2023 | -0.046 | 0.115 | 0.037 | 0.096 |
| 2022 | -0.022 | -0.107 | 0.099 | 0.023 |
| 2021 | 0.058 | 0.081 | 0.119 | 0.012 |
| 2020 | -0.257 | 0.178 | 0.091 | 0.242 |
| 2019 | 0.054 | 0.003 | -0.010 | 0.058 |
| 2018 | -0.045 | 0.042 | 0.000 | 0.001 |
| 2017 | 0.118 | 0.035 | 0.023 | 0.095 |
| 2016 | -0.020 | 0.070 | 0.052 | -0.061 |
| 2015 | 0.066 | -0.038 | -0.018 | -0.011 |
| 2014 | 0.072 | 0.160 | 0.067 | 0.080 |
| 2013 | -0.041 | 0.019 | -0.013 | 0.098 |
| 2012 | 0.124 | 0.001 | 0.081 | 0.028 |
| 2011 | -0.042 | -0.006 | -0.086 | -0.078 |
| 2010 | 0.011 | 0.034 | 0.128 | 0.005 |
| 2009 | 0.023 | 0.362 | 0.191 | 0.049 |
| 2008 | -0.262 | -0.133 | -0.032 | -0.199 |
| 2007 | -0.097 | 0.216 | 0.170 | 0.250 |
| 2006 | 0.160 | -0.146 | 0.156 | 0.118 |
| 2005 | -0.038 | 0.069 | 0.194 | 0.073 |
| 2004 | -0.004 | -0.093 | 0.121 | 0.220 |
| 2003 | -0.053 | 0.162 | 0.237 | 0.326 |
| 2002 | 0.120 | -0.037 | -0.059 | 0.132 |
| 2001 | -0.077 | -0.073 | -0.224 | 0.191 |
| 2000 | -0.023 | -0.080 | -0.118 | -0.024 |
| 1999 | 0.125 | 0.089 | 0.194 | 0.029 |
| 1998 | 0.054 | -0.188 | 0.028 | 0 |
| 1997 | 0.142 | 0.062 | -0.066 | -0.055 |
| 1996 | 0.089 | 0.149 | -0.152 | -0.081 |
| 1995 | -0.144 | -0.047 | 0.024 | -0.086 |
| 1994 | 0.056 | 0.112 | 0.094 | -0.099 |
| 1993 | -0.089 | -0.047 | 0.286 | -0.088 |
| 1992 | 1.072 | -0.262 | 0.146 | -0.180 |
| 1991 | 0.113 | 0.103 | 0.390 | 0.031 |
| 1990 | 0.002 | 0.131 | 0.516 | -0.277 |
| 1989 | -0.006 | 0.456 | -0.193 | 0.150 |
| 1988 | -0.006 | 0.204 | 0.175 | 0.297 |
| 1987 | 0.022 | 0.197 | -0.003 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.122 |
| 5 years | 0.196 |
| 10 years | 0.115 |