Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 78 |
| 1 month | -0.029 | 0 | 89 |
| 3 months | -0.004 | 0 | 78 |
| 1 year | 0.096 | 0 | 52 |
| 3 years | 0.053 | 0 | 54 |
| 5 years | 0.103 | 0 | 58 |
| 10 years | 0.063 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.179 | — |
| 2023 | 0.100 | — |
| 2022 | -0.139 | — |
| 2021 | 0.156 | — |
| 2020 | 0.111 | — |
| 2019 | 0.175 | — |
| 2018 | -0.049 | — |
| 2017 | 0.086 | — |
| 2016 | 0.090 | — |
| 2015 | 0.017 | — |
| 2014 | 0.084 | — |
| 2013 | 0.116 | — |
| 2012 | 0.054 | — |
| 2011 | -0.025 | — |
| 2010 | 0.061 | — |
| 2009 | 0.164 | — |
| 2008 | -0.201 | — |
| 2007 | 0.015 | — |
| 2006 | 0.121 | — |
| 2005 | 0.112 | — |
| 2004 | 0.066 | — |
| 2003 | 0.126 | — |
| 2002 | -0.080 | — |
| 2001 | 0.008 | — |
| 2000 | 0.106 | — |
| 1999 | 0.112 | — |
| 1998 | 0.061 | — |
| 1997 | 0.140 | — |
| 1996 | 0.219 | — |
| 1995 | 0.170 | — |
| 1994 | -0.041 | — |
| 1993 | 0.119 | — |
| 1992 | 0.041 | — |
| 1991 | 0.138 | — |
| 1990 | -0.042 | — |
| 1989 | 0.158 | — |
| 1988 | 0.079 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.072 | 0.017 | 0.056 | 0.024 |
| 2023 | 0.037 | 0.010 | -0.023 | 0.075 |
| 2022 | -0.047 | -0.116 | -0.013 | 0.034 |
| 2021 | 0.023 | 0.059 | -0.002 | 0.069 |
| 2020 | -0.127 | 0.138 | 0.045 | 0.070 |
| 2019 | 0.099 | 0.033 | 0.012 | 0.023 |
| 2018 | -0.016 | 0.040 | 0.010 | -0.080 |
| 2017 | 0.033 | 0.004 | 0.016 | 0.032 |
| 2016 | 0.006 | 0.028 | 0.045 | 0.009 |
| 2015 | 0.043 | -0.016 | -0.029 | 0.021 |
| 2014 | 0.038 | 0.038 | 0.003 | 0.003 |
| 2013 | 0.032 | -0.018 | 0.040 | 0.059 |
| 2012 | 0.031 | -0.029 | 0.034 | 0.018 |
| 2011 | 0.028 | -0.018 | -0.062 | 0.030 |
| 2010 | 0.010 | -0.055 | 0.073 | 0.036 |
| 2009 | -0.020 | 0.105 | 0.057 | 0.017 |
| 2008 | -0.020 | 0.021 | -0.117 | -0.096 |
| 2007 | 0.012 | 0.020 | -0.002 | -0.014 |
| 2006 | 0.045 | -0.042 | 0.039 | 0.078 |
| 2005 | 0.014 | 0.028 | 0.040 | 0.025 |
| 2004 | 0.028 | 0.004 | -0.009 | 0.041 |
| 2003 | -0.055 | 0.080 | 0.036 | 0.064 |
| 2002 | 0.013 | -0.069 | -0.076 | 0.056 |
| 2001 | -0.030 | 0.001 | -0.047 | 0.089 |
| 2000 | 0.068 | 0.040 | 0.017 | -0.021 |
| 1999 | 0.003 | 0.019 | -0.014 | 0.104 |
| 1998 | 0.065 | 0.002 | -0.093 | 0.097 |
| 1997 | -0.002 | 0.083 | 0.075 | -0.018 |
| 1996 | 0.040 | 0.032 | 0.051 | 0.081 |
| 1995 | 0.034 | 0.057 | 0.009 | 0.061 |
| 1994 | -0.032 | -0.052 | 0.038 | 0.006 |
| 1993 | 0.035 | 0.037 | 0.005 | 0.038 |
| 1992 | -0.025 | 0.036 | 0.018 | 0.012 |
| 1991 | 0.056 | -0.010 | 0.037 | 0.050 |
| 1990 | -0.073 | 0.026 | -0.055 | 0.065 |
| 1989 | 0.033 | 0.070 | 0.023 | 0.025 |
| 1988 | 0.033 | 0.024 | -0.005 | 0.024 |
| 1987 | 0.010 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.053 |
| 5 years | 0.103 |
| 10 years | 0.063 |