Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 85 |
| 1 month | -0.029 | 0 | 79 |
| 3 months | -0.030 | 0 | 85 |
| 1 year | -0.002 | 0 | 82 |
| 3 years | -0.019 | 0 | 90 |
| 5 years | 0.047 | 0 | 75 |
| 10 years | 0.025 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.051 | — |
| 2023 | -0.007 | — |
| 2022 | -0.168 | — |
| 2021 | -0.039 | — |
| 2020 | 0.213 | — |
| 2019 | 0.141 | — |
| 2018 | -0.106 | — |
| 2017 | 0.153 | — |
| 2016 | 0.337 | — |
| 2015 | -0.101 | — |
| 2014 | 0.039 | — |
| 2013 | -0.095 | — |
| 2012 | 0.191 | — |
| 2011 | -0.118 | — |
| 2010 | 0.317 | — |
| 2009 | 0.614 | — |
| 2008 | -0.236 | — |
| 2007 | 0.300 | — |
| 2006 | 0.187 | — |
| 2005 | 0.516 | — |
| 2004 | 0.159 | — |
| 2003 | 0.456 | — |
| 2002 | -0.063 | — |
| 2001 | -0.057 | — |
| 2000 | -0.127 | — |
| 1999 | 0.702 | — |
| 1998 | -0.325 | — |
| 1997 | -0.135 | — |
| 1996 | 0.079 | — |
| 1995 | -0.153 | — |
| 1994 | -0.288 | — |
| 1993 | 1.091 | — |
| 1992 | 0.407 | — |
| 1991 | 0.361 | — |
| 1990 | -0.288 | — |
| 1989 | 0.740 | — |
| 1988 | 0.326 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.022 | 0.035 | 0.020 | -0.026 |
| 2023 | 0.013 | -0.030 | -0.021 | 0.032 |
| 2022 | -0.108 | -0.054 | -0.033 | 0.018 |
| 2021 | -0.002 | 0.043 | -0.045 | -0.033 |
| 2020 | -0.221 | 0.227 | 0.057 | 0.201 |
| 2019 | 0.065 | 0.067 | -0.014 | 0.019 |
| 2018 | -0.054 | -0.045 | 0.005 | -0.016 |
| 2017 | 0.102 | 0.009 | 0.007 | 0.029 |
| 2016 | 0.110 | 0.100 | 0.102 | -0.006 |
| 2015 | 0.082 | -0.078 | -0.129 | 0.036 |
| 2014 | 0.004 | 0.043 | 0.010 | -0.018 |
| 2013 | 0.073 | -0.095 | -0.035 | -0.034 |
| 2012 | 0.107 | -0.039 | 0.058 | 0.058 |
| 2011 | -0.041 | 0.021 | -0.142 | 0.050 |
| 2010 | 0.120 | -0.031 | 0.120 | 0.084 |
| 2009 | -0.021 | 0.235 | 0.247 | 0.070 |
| 2008 | -0.079 | -0.002 | -0.125 | -0.050 |
| 2007 | 0.042 | 0.088 | 0.092 | 0.050 |
| 2006 | 0.124 | -0.128 | 0.086 | 0.115 |
| 2005 | 0.029 | 0.128 | 0.214 | 0.076 |
| 2004 | 0.036 | -0.050 | 0.081 | 0.091 |
| 2003 | -0.034 | 0.173 | 0.132 | 0.135 |
| 2002 | 0.170 | -0.094 | -0.144 | 0.034 |
| 2001 | -0.053 | 0.058 | -0.245 | 0.248 |
| 2000 | 0.062 | -0.023 | -0.059 | -0.106 |
| 1999 | 0.114 | 0.277 | -0.109 | 0.344 |
| 1998 | 0.031 | -0.200 | -0.297 | 0.165 |
| 1997 | 0.134 | 0.034 | -0.037 | -0.235 |
| 1996 | 0.116 | 0.035 | -0.011 | -0.056 |
| 1995 | -0.188 | 0.091 | 0.005 | -0.050 |
| 1994 | -0.147 | -0.095 | 0.097 | -0.159 |
| 1993 | 0.160 | 0.059 | 0.191 | 0.429 |
| 1992 | 0.240 | 0.000 | -0.068 | 0.217 |
| 1991 | 0.258 | 0.154 | -0.048 | -0.015 |
| 1990 | 0.004 | 0.018 | -0.279 | -0.032 |
| 1989 | 0.269 | 0.108 | 0.182 | 0.047 |
| 1988 | 0.188 | 0.199 | -0.060 | -0.010 |
| 1987 | 0.072 | 0.253 | -0.479 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | -0.019 |
| 5 years | 0.047 |
| 10 years | 0.025 |