Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.076 | 0 | 72 |
| 1 month | 0.023 | 0 | 63 |
| 3 months | 0.105 | 0 | 92 |
| 1 year | 0.103 | 0 | 88 |
| 3 years | 0.084 | 0 | 98 |
| 5 years | 0.093 | 0 | 80 |
| 10 years | 0.105 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.177 | — |
| 2022 | -0.264 | — |
| 2021 | 0.297 | — |
| 2020 | 0.192 | — |
| 2019 | 0.378 | — |
| 2018 | 0.013 | — |
| 2017 | 0.223 | — |
| 2016 | 0.058 | — |
| 2015 | 0.010 | — |
| 2014 | 0.124 | — |
| 2013 | 0.353 | — |
| 2012 | 0.171 | — |
| 2011 | 0.037 | — |
| 2010 | 0.130 | — |
| 2009 | 0.386 | — |
| 2008 | -0.365 | — |
| 2007 | 0.008 | — |
| 2006 | 0.083 | — |
| 2005 | 0.056 | — |
| 2004 | 0.183 | — |
| 2003 | 0.200 | — |
| 2002 | -0.149 | — |
| 2001 | -0.050 | — |
| 2000 | 0.053 | — |
| 1999 | 0.069 | — |
| 1998 | 0.217 | — |
| 1997 | 0.283 | — |
| 1996 | 0.341 | — |
| 1995 | 0.255 | — |
| 1994 | -0.002 | — |
| 1993 | 0.018 | — |
| 1992 | 0.064 | — |
| 1991 | 0.458 | — |
| 1990 | 0.099 | — |
| 1989 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | 0.098 | — | — |
| 2024 | 0.072 | -0.017 | 0.062 | -0.024 |
| 2023 | 0.031 | 0.058 | -0.042 | 0.127 |
| 2022 | -0.136 | -0.171 | -0.062 | 0.095 |
| 2021 | 0.062 | 0.097 | -0.003 | 0.118 |
| 2020 | -0.212 | 0.224 | 0.103 | 0.121 |
| 2019 | 0.178 | 0.069 | 0.008 | 0.086 |
| 2018 | 0.018 | 0.028 | 0.097 | -0.117 |
| 2017 | 0.082 | 0.055 | 0.030 | 0.040 |
| 2016 | -0.026 | -0.024 | 0.089 | 0.021 |
| 2015 | 0.017 | 0.019 | -0.063 | 0.040 |
| 2014 | -0.031 | 0.065 | 0.018 | 0.070 |
| 2013 | 0.113 | 0.026 | 0.065 | 0.113 |
| 2012 | 0.166 | -0.048 | 0.078 | -0.022 |
| 2011 | 0.012 | 0.010 | -0.087 | 0.111 |
| 2010 | 0.012 | -0.121 | 0.126 | 0.128 |
| 2009 | -0.037 | 0.155 | 0.133 | 0.099 |
| 2008 | -0.081 | -0.078 | 0.004 | -0.253 |
| 2007 | -0.012 | 0.025 | 0.052 | -0.054 |
| 2006 | 0.015 | -0.042 | 0.044 | 0.067 |
| 2005 | -0.047 | 0.010 | 0.087 | 0.010 |
| 2004 | 0.019 | 0.008 | 0.012 | 0.139 |
| 2003 | -0.051 | 0.149 | 0.006 | 0.094 |
| 2002 | 0.037 | -0.137 | -0.104 | 0.061 |
| 2001 | -0.068 | 0.002 | -0.088 | 0.116 |
| 2000 | -0.081 | 0.077 | -0.007 | 0.070 |
| 1999 | 0.114 | -0.026 | -0.058 | 0.047 |
| 1998 | 0.163 | 0.003 | -0.109 | 0.170 |
| 1997 | -0.018 | 0.151 | 0.059 | 0.072 |
| 1996 | 0.061 | 0.108 | 0.095 | 0.042 |
| 1995 | 0.085 | 0.087 | 0.035 | 0.029 |
| 1994 | -0.012 | -0.074 | 0.069 | 0.020 |
| 1993 | -0.014 | -0.051 | -0.006 | 0.094 |
| 1992 | -0.064 | 0.018 | 0.048 | 0.066 |
| 1991 | 0.169 | -0.012 | 0.066 | 0.184 |
| 1990 | -0.019 | 0.145 | -0.130 | 0.126 |
| 1989 | 0.140 | 0.143 | 0.055 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.066 |
| 5 years | 0.082 |
| 10 years | 0.099 |