Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.077 | 0 | 35 |
| 1 month | -0.010 | 0 | 73 |
| 3 months | -0.121 | 0 | 53 |
| 1 year | 0.017 | 0 | 53 |
| 3 years | 0.150 | 0 | 14 |
| 5 years | 0.143 | 0 | 12 |
| 10 years | 0.122 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.280 | — |
| 2023 | 0.247 | — |
| 2022 | -0.027 | — |
| 2021 | 0.267 | — |
| 2020 | 0.040 | — |
| 2019 | 0.358 | — |
| 2018 | -0.050 | — |
| 2017 | 0.132 | — |
| 2016 | 0.056 | — |
| 2015 | 0.167 | — |
| 2014 | 0.210 | — |
| 2013 | 0.420 | — |
| 2012 | 0.064 | — |
| 2011 | -0.052 | — |
| 2010 | 0.121 | — |
| 2009 | 0.091 | — |
| 2008 | -0.271 | — |
| 2007 | -0.066 | — |
| 2006 | 0.105 | — |
| 2005 | 0.202 | — |
| 2004 | 0.023 | — |
| 2003 | 0.183 | — |
| 2002 | -0.404 | — |
| 2001 | -0.242 | — |
| 2000 | -0.067 | — |
| 1999 | 0.467 | — |
| 1998 | 0.172 | — |
| 1997 | 0.047 | — |
| 1996 | 0.133 | — |
| 1995 | 0.089 | — |
| 1994 | -0.158 | — |
| 1993 | 0.441 | — |
| 1992 | 0.086 | — |
| 1991 | 0.129 | — |
| 1990 | -0.165 | — |
| 1989 | 0.285 | — |
| 1988 | 0.106 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | — | — | — |
| 2024 | 0.155 | 0.027 | 0.024 | 0.054 |
| 2023 | 0.134 | 0.079 | -0.035 | 0.056 |
| 2022 | -0.045 | -0.022 | 0.016 | 0.026 |
| 2021 | 0.075 | 0.094 | 0.010 | 0.066 |
| 2020 | -0.101 | 0.086 | 0.021 | 0.043 |
| 2019 | 0.121 | 0.065 | 0.060 | 0.073 |
| 2018 | -0.063 | 0.079 | 0.042 | -0.098 |
| 2017 | 0.049 | -0.003 | -0.002 | 0.084 |
| 2016 | -0.090 | 0.010 | 0.024 | 0.123 |
| 2015 | 0.106 | -0.011 | -0.032 | 0.102 |
| 2014 | -0.013 | 0.062 | -0.003 | 0.158 |
| 2013 | 0.131 | 0.068 | 0.073 | 0.096 |
| 2012 | 0.066 | -0.032 | 0.031 | 0.000 |
| 2011 | -0.003 | -0.025 | -0.114 | 0.102 |
| 2010 | 0.064 | -0.048 | 0.017 | 0.088 |
| 2009 | -0.141 | 0.152 | 0.076 | 0.024 |
| 2008 | -0.157 | -0.020 | -0.031 | -0.090 |
| 2007 | 0.004 | 0.029 | -0.076 | -0.022 |
| 2006 | 0.041 | -0.062 | 0.089 | 0.039 |
| 2005 | 0.027 | 0.034 | 0.064 | 0.064 |
| 2004 | 0.049 | 0.011 | -0.038 | 0.002 |
| 2003 | -0.017 | 0.138 | 0.004 | 0.054 |
| 2002 | -0.044 | -0.224 | -0.161 | -0.042 |
| 2001 | -0.139 | 0.047 | -0.238 | 0.103 |
| 2000 | 0.090 | -0.070 | 0.028 | -0.104 |
| 1999 | 0.041 | 0.032 | 0.002 | 0.363 |
| 1998 | 0.174 | -0.054 | -0.169 | 0.270 |
| 1997 | 0.035 | 0.215 | -0.076 | -0.100 |
| 1996 | 0.068 | 0.041 | 0.007 | 0.012 |
| 1995 | -0.088 | 0.078 | 0.068 | 0.037 |
| 1994 | -0.081 | -0.049 | 0.023 | -0.058 |
| 1993 | 0.043 | 0.070 | 0.078 | 0.199 |
| 1992 | 0.048 | -0.025 | -0.052 | 0.121 |
| 1991 | 0.173 | 0.047 | -0.006 | -0.074 |
| 1990 | 0.019 | 0.063 | -0.225 | -0.006 |
| 1989 | 0.139 | 0.060 | 0.094 | -0.027 |
| 1988 | 0.027 | 0.044 | 0.041 | -0.008 |
| 1987 | -0.260 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.150 |
| 5 years | 0.143 |
| 10 years | 0.122 |