Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 90 |
| 1 month | 0.027 | 0 | 15 |
| 3 months | -0.058 | 0 | 90 |
| 1 year | -0.031 | 0 | 90 |
| 3 years | -0.011 | 0 | 100 |
| 5 years | 0.017 | 0 | 100 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.018 | — |
| 2023 | 0.067 | — |
| 2022 | -0.356 | — |
| 2021 | 0.079 | — |
| 2020 | 0.420 | — |
| 2019 | 0.318 | — |
| 2018 | -0.131 | — |
| 2017 | 0.223 | — |
| 2016 | 0.226 | — |
| 2015 | 0.104 | — |
| 2014 | -0.022 | — |
| 2013 | 0.273 | — |
| 2012 | 0.205 | — |
| 2011 | -0.117 | — |
| 2010 | 0.175 | — |
| 2009 | 0.275 | — |
| 2008 | -0.231 | — |
| 2007 | 0.091 | — |
| 2006 | 0.184 | — |
| 2005 | 0.255 | — |
| 2004 | 0.089 | — |
| 2003 | 0.219 | — |
| 2002 | -0.299 | — |
| 2001 | -0.216 | — |
| 2000 | -0.039 | — |
| 1999 | 0.404 | — |
| 1998 | 0.326 | — |
| 1997 | 0.263 | — |
| 1996 | 0.164 | — |
| 1995 | 0.135 | — |
| 1994 | -0.045 | — |
| 1993 | 0.368 | — |
| 1992 | 0.048 | — |
| 1991 | 0.052 | — |
| 1990 | -0.133 | — |
| 1989 | 0.628 | — |
| 1988 | 0.245 | — |
| 1987 | -0.263 | — |
| 1986 | 0.652 | — |
| 1985 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.072 | -0.022 | 0.007 | -0.071 |
| 2023 | 0.085 | -0.037 | -0.084 | 0.115 |
| 2022 | -0.233 | -0.211 | -0.060 | 0.133 |
| 2021 | -0.029 | 0.115 | 0.003 | -0.007 |
| 2020 | -0.130 | 0.315 | 0.132 | 0.097 |
| 2019 | 0.073 | 0.130 | -0.026 | 0.117 |
| 2018 | -0.033 | 0.042 | 0.028 | -0.160 |
| 2017 | 0.085 | 0.090 | 0.028 | 0.006 |
| 2016 | 0.037 | 0.031 | 0.116 | 0.028 |
| 2015 | 0.106 | -0.049 | -0.029 | 0.081 |
| 2014 | 0.028 | -0.012 | -0.065 | 0.030 |
| 2013 | 0.147 | 0.011 | 0.059 | 0.037 |
| 2012 | 0.101 | -0.068 | 0.094 | 0.073 |
| 2011 | 0.012 | 0.021 | -0.177 | 0.039 |
| 2010 | 0.058 | -0.111 | 0.137 | 0.099 |
| 2009 | -0.142 | 0.121 | 0.282 | 0.033 |
| 2008 | -0.065 | -0.061 | -0.090 | -0.038 |
| 2007 | 0.029 | 0.055 | 0 | 0.006 |
| 2006 | 0.119 | -0.045 | 0.042 | 0.063 |
| 2005 | 0.027 | 0.039 | 0.118 | 0.053 |
| 2004 | -0.002 | 0.003 | 0.016 | 0.071 |
| 2003 | -0.042 | 0.147 | 0.014 | 0.095 |
| 2002 | 0.030 | -0.130 | -0.247 | 0.039 |
| 2001 | -0.143 | -0.011 | -0.183 | 0.133 |
| 2000 | 0.112 | -0.021 | -0.058 | -0.063 |
| 1999 | -0.063 | 0.089 | -0.022 | 0.407 |
| 1998 | 0.188 | 0.091 | -0.170 | 0.233 |
| 1997 | 0.115 | 0.103 | 0.104 | -0.069 |
| 1996 | 0.133 | 0.041 | 0.021 | -0.034 |
| 1995 | -0.021 | 0.090 | 0.038 | 0.024 |
| 1994 | 0.065 | -0.057 | 0.012 | -0.060 |
| 1993 | 0.077 | 0.020 | 0.146 | 0.087 |
| 1992 | 0.111 | -0.038 | -0.046 | 0.028 |
| 1991 | 0.089 | 0.060 | -0.019 | -0.071 |
| 1990 | 0.076 | 0.048 | -0.242 | 0.015 |
| 1989 | 0.069 | 0.218 | 0.106 | 0.130 |
| 1988 | 0.028 | 0.130 | 0.019 | 0.051 |
| 1987 | -0.012 | 0.032 | 0.105 | -0.346 |
| 1986 | 0.248 | 0.065 | 0.227 | 0.013 |
| 1985 | 0.100 | 0.360 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | -0.011 |
| 5 years | 0.017 |
| 10 years | 0.061 |