Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.161 | 0 | 3 |
| 1 month | 0.016 | 0 | 57 |
| 3 months | 0.092 | 0 | 23 |
| 1 year | 0.169 | 0 | 3 |
| 3 years | 0.129 | 0 | 10 |
| 5 years | 0.155 | 0 | 10 |
| 10 years | 0.072 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.127 | — |
| 2023 | 0.084 | — |
| 2022 | 0.063 | — |
| 2021 | 0.194 | — |
| 2020 | -0.180 | — |
| 2019 | 0.127 | — |
| 2018 | -0.077 | — |
| 2017 | 0.101 | — |
| 2016 | 0.196 | — |
| 2015 | 0.024 | — |
| 2014 | 0.039 | — |
| 2013 | 0.268 | — |
| 2012 | 0.082 | — |
| 2011 | 0.001 | — |
| 2010 | 0.093 | — |
| 2009 | 0.148 | — |
| 2008 | -0.273 | — |
| 2007 | -0.021 | — |
| 2006 | 0.223 | — |
| 2005 | 0.269 | — |
| 2004 | 0.172 | — |
| 2003 | 0.227 | — |
| 2002 | -0.121 | — |
| 2001 | -0.026 | — |
| 2000 | 0.106 | — |
| 1999 | 0.205 | — |
| 1998 | 0.115 | — |
| 1997 | 0.258 | — |
| 1996 | 0.238 | — |
| 1995 | 0.367 | — |
| 1994 | -0.006 | — |
| 1993 | 0.487 | — |
| 1992 | 0.355 | — |
| 1991 | 0.194 | — |
| 1990 | -0.259 | — |
| 1989 | 0.385 | — |
| 1988 | 0.027 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | 0.095 | — | — |
| 2024 | 0.029 | 0.047 | 0.035 | 0.010 |
| 2023 | 0.055 | -0.033 | 0.037 | 0.024 |
| 2022 | 0.038 | -0.005 | -0.056 | 0.090 |
| 2021 | 0.130 | 0.041 | -0.009 | 0.025 |
| 2020 | -0.304 | 0.078 | -0.063 | 0.167 |
| 2019 | 0.050 | 0.014 | 0.015 | 0.043 |
| 2018 | -0.059 | 0.098 | -0.005 | -0.102 |
| 2017 | 0.044 | 0.013 | 0.008 | 0.032 |
| 2016 | 0.021 | 0.032 | 0.091 | 0.040 |
| 2015 | 0.054 | -0.036 | -0.048 | 0.059 |
| 2014 | -0.012 | 0.027 | -0.008 | 0.031 |
| 2013 | 0.122 | -0.002 | 0.048 | 0.080 |
| 2012 | 0.043 | -0.007 | 0.053 | -0.008 |
| 2011 | 0.018 | 0.003 | -0.093 | 0.080 |
| 2010 | 0.034 | -0.088 | 0.111 | 0.043 |
| 2009 | -0.130 | 0.110 | 0.170 | 0.017 |
| 2008 | -0.132 | -0.048 | -0.096 | -0.026 |
| 2007 | 0.016 | -0.002 | -0.035 | 0.001 |
| 2006 | 0.107 | -0.036 | 0.054 | 0.087 |
| 2005 | 0.048 | 0.045 | 0.082 | 0.070 |
| 2004 | 0.057 | 0.018 | 0.016 | 0.073 |
| 2003 | -0.061 | 0.167 | 0.049 | 0.067 |
| 2002 | 0.076 | -0.057 | -0.135 | 0.001 |
| 2001 | -0.010 | 0.044 | -0.133 | 0.088 |
| 2000 | -0.038 | 0.065 | -0.009 | 0.089 |
| 1999 | 0.165 | 0.089 | -0.023 | -0.028 |
| 1998 | 0.121 | 0.007 | -0.106 | 0.104 |
| 1997 | 0.094 | 0.010 | 0.099 | 0.036 |
| 1996 | 0.068 | 0.066 | 0.023 | 0.063 |
| 1995 | 0.027 | 0.095 | 0.135 | 0.071 |
| 1994 | -0.043 | -0.038 | 0.051 | 0.027 |
| 1993 | 0.109 | 0.044 | 0.111 | 0.157 |
| 1992 | 0.017 | 0.089 | 0.030 | 0.188 |
| 1991 | 0.155 | 0.015 | 0.096 | -0.070 |
| 1990 | -0.091 | -0.025 | -0.163 | 0.000 |
| 1989 | 0.109 | 0.118 | 0.054 | 0.060 |
| 1988 | 0.036 | 0.098 | -0.034 | -0.065 |
| 1987 | -0.186 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.169 |
| 3 years | 0.129 |
| 5 years | 0.155 |
| 10 years | 0.072 |