Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 88 |
| 1 month | -0.026 | 0 | 93 |
| 3 months | 0.032 | 0 | 79 |
| 1 year | 0.078 | 0 | 88 |
| 3 years | 0.087 | 0 | 76 |
| 5 years | 0.040 | 0 | 90 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.013 | — |
| 2023 | 0.192 | — |
| 2022 | -0.127 | — |
| 2021 | 0.021 | — |
| 2020 | 0.138 | — |
| 2019 | 0.241 | — |
| 2018 | -0.160 | — |
| 2017 | 0.218 | — |
| 2016 | 0.145 | — |
| 2015 | 0.094 | — |
| 2014 | -0.007 | — |
| 2013 | 0.291 | — |
| 2012 | 0.264 | — |
| 2011 | -0.121 | — |
| 2010 | 0.022 | — |
| 2009 | 0.240 | — |
| 2008 | -0.262 | — |
| 2007 | 0.135 | — |
| 2006 | 0.161 | — |
| 2005 | 0.235 | — |
| 2004 | 0.095 | — |
| 2003 | 0.301 | — |
| 2002 | -0.265 | — |
| 2001 | -0.206 | — |
| 2000 | 0.037 | — |
| 1999 | 0.338 | — |
| 1998 | 0.294 | — |
| 1997 | 0.272 | — |
| 1996 | 0.148 | — |
| 1995 | 0.223 | — |
| 1994 | 0.048 | — |
| 1993 | 0.428 | — |
| 1992 | 0.191 | — |
| 1991 | 0.110 | — |
| 1990 | -0.168 | — |
| 1989 | 0.545 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.056 | -0.005 | — |
| 2024 | 0.083 | -0.001 | -0.018 | -0.046 |
| 2023 | 0.110 | 0.038 | -0.063 | 0.103 |
| 2022 | -0.096 | -0.101 | -0.011 | 0.085 |
| 2021 | -0.048 | 0.076 | -0.009 | 0.006 |
| 2020 | -0.149 | 0.215 | 0.023 | 0.076 |
| 2019 | 0.089 | 0.094 | -0.002 | 0.044 |
| 2018 | -0.047 | 0.055 | -0.022 | -0.146 |
| 2017 | 0.060 | 0.068 | 0.035 | 0.039 |
| 2016 | -0.008 | 0.004 | 0.075 | 0.069 |
| 2015 | 0.109 | -0.040 | -0.033 | 0.063 |
| 2014 | 0.016 | -0.026 | -0.021 | 0.025 |
| 2013 | 0.131 | 0.010 | 0.047 | 0.080 |
| 2012 | 0.140 | -0.078 | 0.105 | 0.088 |
| 2011 | 0.059 | 0.016 | -0.203 | 0.025 |
| 2010 | 0.047 | -0.132 | 0.085 | 0.036 |
| 2009 | -0.143 | 0.114 | 0.269 | 0.023 |
| 2008 | -0.094 | -0.091 | -0.067 | -0.039 |
| 2007 | 0.053 | 0.076 | 0.002 | 0.000 |
| 2006 | 0.110 | -0.059 | 0.030 | 0.079 |
| 2005 | 0.017 | 0.034 | 0.102 | 0.066 |
| 2004 | -0.037 | 0.030 | 0.014 | 0.089 |
| 2003 | -0.072 | 0.204 | 0.039 | 0.120 |
| 2002 | 0.017 | -0.106 | -0.256 | 0.086 |
| 2001 | -0.128 | -0.011 | -0.180 | 0.123 |
| 2000 | 0.122 | 0.010 | -0.051 | -0.036 |
| 1999 | -0.022 | 0.051 | -0.032 | 0.345 |
| 1998 | 0.190 | 0.100 | -0.188 | 0.217 |
| 1997 | 0.102 | 0.087 | 0.098 | -0.033 |
| 1996 | 0.075 | 0.059 | 0.016 | -0.008 |
| 1995 | 0.003 | 0.130 | 0.042 | 0.035 |
| 1994 | 0.067 | -0.021 | 0.017 | -0.014 |
| 1993 | 0.090 | 0.034 | 0.133 | 0.119 |
| 1992 | 0.067 | 0.005 | 0.032 | 0.076 |
| 1991 | 0.085 | 0.047 | 0.014 | -0.035 |
| 1990 | 0.045 | 0.033 | -0.227 | -0.003 |
| 1989 | 0.078 | 0.195 | 0.105 | 0.085 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.087 |
| 5 years | 0.040 |
| 10 years | 0.068 |
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