Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.184 | 0.084 | 6 |
| 1 month | 0.051 | 0.019 | 49 |
| 3 months | 0.101 | 0.084 | 12 |
| 1 year | 0.345 | 0.115 | 27 |
| 3 years | 0.216 | 0.040 | 9 |
| 5 years | 0.179 | 0.074 | 17 |
| 10 years | 0.132 | 0.032 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | — | — |
| 2020 | 0.213 | — |
| 2019 | 0.381 | — |
| 2018 | -0.066 | — |
| 2017 | 0.080 | — |
| 2016 | 0.102 | — |
| 2015 | 0.107 | 0.003 |
| 2014 | 0.136 | 0.025 |
| 2013 | 0.146 | 0.233 |
| 2012 | 0.121 | 0.149 |
| 2011 | -0.102 | -0.106 |
| 2010 | 0.191 | 0.102 |
| 2009 | 0.294 | 0.363 |
| 2008 | -0.428 | -0.454 |
| 2007 | 0.055 | 0.149 |
| 2006 | 0.061 | 0.185 |
| 2005 | 0.229 | 0.091 |
| 2004 | -0.001 | 0.113 |
| 2003 | 0.090 | 0.332 |
| 2002 | -0.376 | -0.212 |
| 2001 | -0.177 | -0.223 |
| 2000 | -0.015 | -0.133 |
| 1999 | 0.579 | 0.358 |
| 1998 | 0.045 | 0.239 |
| 1997 | 0.326 | 0.081 |
| 1996 | 0.316 | 0.140 |
| 1995 | 0.187 | 0.164 |
| 1994 | 0.130 | -0.003 |
| 1993 | 0.553 | 0.259 |
| 1992 | -0.068 | -0.039 |
| 1991 | 0.262 | 0.142 |
| 1990 | -0.074 | -0.069 |
| 1989 | 0.304 | 0.237 |
| 1988 | 0.367 | 0.102 |
| 1987 | -0.082 | -0.006 |
| 1986 | 0.169 | 0.403 |
| 1985 | 0.436 | 0.501 |
| 1984 | 0.335 | -0.116 |
| 1983 | 0.656 | 0.235 |
| 1982 | 0.476 | -0.032 |
| 1981 | 0.171 | -0.023 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 0.076 | 0.101 | — | — |
| 2020 | -0.128 | 0.225 | 0.077 | 0.055 |
| 2019 | 0.169 | 0.040 | 0.044 | 0.088 |
| 2018 | -0.048 | 0.083 | 0.051 | -0.138 |
| 2017 | 0.042 | -0.010 | 0.005 | 0.040 |
| 2016 | -0.047 | 0.017 | 0.049 | 0.083 |
| 2015 | 0.123 | -0.034 | -0.091 | 0.121 |
| 2014 | -0.010 | 0.045 | 0.041 | 0.055 |
| 2013 | 0.075 | -0.018 | 0.033 | 0.051 |
| 2012 | 0.097 | -0.021 | 0.067 | -0.021 |
| 2011 | -0.025 | -0.052 | -0.101 | 0.080 |
| 2010 | 0.096 | -0.033 | 0.003 | 0.121 |
| 2009 | -0.041 | 0.164 | 0.092 | 0.061 |
| 2008 | -0.174 | -0.013 | -0.130 | -0.194 |
| 2007 | 0.017 | 0.065 | -0.008 | -0.019 |
| 2006 | 0.049 | -0.061 | 0.036 | 0.039 |
| 2005 | 0.048 | 0.057 | 0.050 | 0.058 |
| 2004 | 0.028 | 0.023 | -0.058 | 0.009 |
| 2003 | -0.082 | 0.113 | 0.029 | 0.038 |
| 2002 | 0 | -0.216 | -0.221 | 0.022 |
| 2001 | -0.098 | 0.069 | -0.264 | 0.160 |
| 2000 | 0.077 | 0.002 | 0.025 | -0.110 |
| 1999 | 0.083 | 0.160 | -0.011 | 0.271 |
| 1998 | 0.163 | 0.037 | -0.215 | 0.104 |
| 1997 | 0.148 | 0.175 | 0.070 | -0.081 |
| 1996 | 0.091 | 0.115 | 0.016 | 0.065 |
| 1995 | -0.026 | 0.122 | 0.059 | 0.027 |
| 1994 | 0.048 | 0.031 | 0.059 | -0.013 |
| 1993 | 0.102 | 0.134 | 0.082 | 0.148 |
| 1992 | 0.062 | 0.026 | -0.123 | -0.024 |
| 1991 | 0.193 | 0.157 | -0.040 | -0.048 |
| 1990 | -0.024 | 0.077 | -0.152 | 0.038 |
| 1989 | 0.028 | 0.171 | 0.060 | 0.023 |
| 1988 | 0.149 | 0.102 | 0.060 | 0.019 |
| 1987 | 0.034 | 0.088 | 0.256 | -0.350 |
| 1986 | 0.082 | 0.027 | 0.029 | 0.023 |
| 1985 | 0.079 | 0.069 | 0.074 | 0.159 |
| 1984 | -0.009 | 0.001 | 0.255 | 0.072 |
| 1983 | 0.190 | 0.125 | 0.168 | 0.059 |
| 1982 | 0.011 | -0.012 | 0.257 | 0.175 |
| 1981 | 0.029 | 0.059 | -0.007 | 0.082 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.343 |
| 3 years | 0.215 |
| 5 years | 0.178 |
| 10 years | 0.132 |