Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 69 |
| 1 month | -0.007 | 0 | 58 |
| 3 months | -0.008 | 0 | 67 |
| 1 year | 0.059 | 0 | 77 |
| 3 years | 0.090 | 0 | 64 |
| 5 years | 0.090 | 0 | 72 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.150 | — |
| 2022 | -0.145 | — |
| 2021 | 0.169 | — |
| 2020 | 0.093 | — |
| 2019 | 0.192 | — |
| 2018 | -0.124 | — |
| 2017 | 0.183 | — |
| 2016 | -0.126 | — |
| 2015 | 0.242 | — |
| 2014 | 0.002 | — |
| 2013 | 0.365 | — |
| 2012 | 0.187 | — |
| 2011 | -0.114 | — |
| 2010 | 0.004 | — |
| 2009 | 0.092 | — |
| 2008 | -0.349 | — |
| 2007 | -0.010 | — |
| 2006 | 0.205 | — |
| 2005 | 0.040 | — |
| 2004 | 0.087 | — |
| 2003 | 0.134 | — |
| 2002 | -0.213 | — |
| 2001 | -0.199 | — |
| 2000 | -0.120 | — |
| 1999 | 0.255 | — |
| 1998 | 0.391 | — |
| 1997 | 0.215 | — |
| 1996 | 0.195 | — |
| 1995 | 0.089 | — |
| 1994 | 0.094 | — |
| 1993 | 0.362 | — |
| 1992 | -0.021 | — |
| 1991 | 0.056 | — |
| 1990 | -0.127 | — |
| 1989 | 0.128 | — |
| 1988 | -0.048 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.063 | — | — | — |
| 2024 | 0.067 | 0.003 | 0.037 | -0.059 |
| 2023 | 0.079 | 0.008 | -0.048 | 0.110 |
| 2022 | -0.140 | -0.109 | -0.034 | 0.154 |
| 2021 | 0.015 | 0.065 | 0.011 | 0.069 |
| 2020 | -0.153 | 0.137 | 0.049 | 0.082 |
| 2019 | 0.087 | 0.038 | -0.013 | 0.071 |
| 2018 | -0.012 | 0.007 | -0.036 | -0.086 |
| 2017 | 0.066 | 0.056 | 0.017 | 0.034 |
| 2016 | -0.075 | -0.040 | 0.046 | -0.058 |
| 2015 | 0.140 | 0.008 | 0.004 | 0.076 |
| 2014 | 0.032 | -0.021 | -0.016 | 0.008 |
| 2013 | 0.089 | 0.034 | 0.073 | 0.129 |
| 2012 | 0.089 | -0.047 | 0.059 | 0.080 |
| 2011 | 0.012 | 0.010 | -0.160 | 0.031 |
| 2010 | -0.036 | -0.105 | 0.118 | 0.041 |
| 2009 | -0.104 | 0.093 | 0.096 | 0.018 |
| 2008 | -0.104 | -0.016 | -0.159 | -0.123 |
| 2007 | 0.014 | 0.045 | -0.039 | -0.028 |
| 2006 | 0.085 | -0.033 | 0.051 | 0.092 |
| 2005 | 0.005 | -0.007 | 0.013 | 0.028 |
| 2004 | 0.017 | 0.043 | -0.058 | 0.088 |
| 2003 | -0.154 | 0.140 | 0.022 | 0.150 |
| 2002 | 0.019 | -0.096 | -0.218 | 0.093 |
| 2001 | -0.135 | -0.061 | -0.101 | 0.095 |
| 2000 | 0.028 | -0.066 | -0.072 | -0.012 |
| 1999 | 0.016 | -0.031 | 0.001 | 0.273 |
| 1998 | 0.207 | 0.096 | -0.126 | 0.204 |
| 1997 | 0.050 | 0.080 | 0.066 | 0.005 |
| 1996 | 0.048 | 0.046 | 0.017 | 0.072 |
| 1995 | 0.016 | 0.038 | 0.013 | 0.021 |
| 1994 | 0.047 | -0.004 | 0.013 | 0.036 |
| 1993 | 0.085 | 0.051 | 0.103 | 0.082 |
| 1992 | -0.009 | 0.067 | -0.086 | 0.014 |
| 1991 | 0.006 | -0.066 | 0.076 | 0.045 |
| 1990 | -0.132 | 0.071 | -0.100 | 0.043 |
| 1989 | 0.063 | -0.016 | 0.092 | -0.013 |
| 1988 | -0.019 | -0.018 | -0.020 | 0.008 |
| 1987 | -0.197 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.090 |
| 5 years | 0.090 |
| 10 years | 0.051 |