Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 26 |
| 1 month | -0.008 | 0 | 22 |
| 3 months | -0.062 | 0 | 37 |
| 1 year | 0.018 | 0 | 57 |
| 3 years | 0.042 | 0 | 30 |
| 5 years | 0.063 | 0 | 36 |
| 10 years | 0.032 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.117 | — |
| 2023 | 0.096 | — |
| 2022 | -0.079 | — |
| 2021 | 0.113 | — |
| 2020 | -0.017 | — |
| 2019 | 0.194 | — |
| 2018 | -0.100 | — |
| 2017 | 0.095 | — |
| 2016 | 0.054 | — |
| 2015 | 0.133 | — |
| 2014 | 0.112 | — |
| 2013 | 0.101 | — |
| 2012 | 0.097 | — |
| 2011 | -0.132 | — |
| 2010 | 0.247 | — |
| 2009 | 0.202 | — |
| 2008 | -0.349 | — |
| 2007 | -0.077 | — |
| 2006 | -0.002 | — |
| 2005 | 0.402 | — |
| 2004 | 0.048 | — |
| 2003 | 0.139 | — |
| 2002 | -0.287 | — |
| 2001 | -0.254 | — |
| 2000 | -0.189 | — |
| 1999 | 0.843 | — |
| 1998 | -0.055 | — |
| 1997 | -0.213 | — |
| 1996 | -0.035 | — |
| 1995 | -0.046 | — |
| 1994 | -0.011 | — |
| 1993 | 0.441 | — |
| 1992 | -0.074 | — |
| 1991 | 0.102 | — |
| 1990 | -0.316 | — |
| 1989 | -0.060 | — |
| 1988 | 0.262 | — |
| 1987 | 0.019 | — |
| 1986 | 0.358 | — |
| 1985 | -0.020 | — |
| 1984 | -0.105 | — |
| 1983 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | — | — | — |
| 2024 | 0.080 | -0.024 | 0.032 | 0.026 |
| 2023 | 0.014 | 0.039 | 0.003 | 0.036 |
| 2022 | -0.021 | -0.080 | -0.021 | 0.045 |
| 2021 | 0.070 | -0.001 | 0.043 | -0.002 |
| 2020 | -0.195 | 0.105 | -0.005 | 0.110 |
| 2019 | 0.105 | -0.003 | 0.043 | 0.040 |
| 2018 | -0.041 | 0.045 | 0.015 | -0.115 |
| 2017 | 0.053 | -0.017 | -0.002 | 0.059 |
| 2016 | -0.081 | 0.022 | 0.077 | 0.042 |
| 2015 | 0.209 | -0.024 | -0.147 | 0.126 |
| 2014 | -0.020 | 0.064 | 0.045 | 0.020 |
| 2013 | 0.124 | -0.042 | 0.040 | -0.017 |
| 2012 | 0.079 | -0.014 | -0.006 | 0.038 |
| 2011 | -0.086 | -0.023 | -0.054 | 0.028 |
| 2010 | 0.134 | -0.033 | 0.002 | 0.134 |
| 2009 | -0.061 | 0.170 | 0.079 | 0.014 |
| 2008 | -0.152 | 0.013 | -0.129 | -0.130 |
| 2007 | 0.006 | 0.023 | -0.028 | -0.077 |
| 2006 | 0.061 | -0.088 | -0.008 | 0.040 |
| 2005 | 0.044 | 0.062 | 0.142 | 0.108 |
| 2004 | 0.148 | -0.041 | -0.083 | 0.038 |
| 2003 | -0.088 | 0.064 | 0.160 | 0.011 |
| 2002 | 0.057 | -0.105 | -0.150 | -0.114 |
| 2001 | -0.064 | 0.053 | -0.261 | 0.024 |
| 2000 | 0.029 | -0.021 | -0.021 | -0.178 |
| 1999 | 0.213 | 0.156 | 0.108 | 0.187 |
| 1998 | 0.060 | -0.124 | -0.173 | 0.231 |
| 1997 | -0.018 | 0.218 | -0.150 | -0.226 |
| 1996 | 0.039 | 0.037 | -0.039 | -0.069 |
| 1995 | -0.138 | -0.024 | 0.076 | 0.055 |
| 1994 | 0.029 | 0.036 | -0.041 | -0.033 |
| 1993 | 0.145 | 0.162 | 0.033 | 0.048 |
| 1992 | -0.076 | -0.057 | -0.035 | 0.102 |
| 1991 | 0.239 | 0.003 | -0.049 | -0.067 |
| 1990 | -0.161 | 0.050 | -0.222 | -0.002 |
| 1989 | 0.047 | -0.065 | 0.061 | -0.095 |
| 1988 | 0.181 | 0.028 | -0.022 | 0.063 |
| 1987 | 0.012 | 0.156 | 0.062 | -0.180 |
| 1986 | 0.213 | 0.048 | 0.054 | 0.014 |
| 1985 | -0.008 | -0.021 | -0.078 | 0.095 |
| 1984 | -0.023 | -0.170 | 0.161 | -0.049 |
| 1983 | 0.182 | 0.162 | 0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.035 |
| 5 years | 0.059 |
| 10 years | 0.030 |