Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 47 |
| 1 month | -0.032 | 0 | 40 |
| 3 months | 0.014 | 0 | 47 |
| 1 year | 0.023 | 0 | 62 |
| 3 years | 0.023 | 0 | 75 |
| 5 years | 0.065 | 0 | 82 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.052 | — |
| 2023 | 0.094 | — |
| 2022 | -0.153 | — |
| 2021 | 0.135 | — |
| 2020 | 0.015 | — |
| 2019 | 0.188 | — |
| 2018 | -0.096 | — |
| 2017 | 0.093 | — |
| 2016 | 0.015 | — |
| 2015 | 0.112 | — |
| 2014 | 0.091 | — |
| 2013 | 0.165 | — |
| 2012 | 0.171 | — |
| 2011 | -0.072 | — |
| 2010 | 0.111 | — |
| 2009 | 0.235 | — |
| 2008 | -0.337 | — |
| 2007 | 0.024 | — |
| 2006 | 0.130 | — |
| 2005 | 0.217 | — |
| 2004 | 0.239 | — |
| 2003 | 0.136 | — |
| 2002 | -0.163 | — |
| 2001 | -0.039 | — |
| 2000 | -0.037 | — |
| 1999 | -0.034 | — |
| 1998 | 0.401 | — |
| 1997 | 0.292 | — |
| 1996 | 0.273 | — |
| 1995 | 0.148 | — |
| 1994 | -0.051 | — |
| 1993 | 0.265 | — |
| 1992 | 0.084 | — |
| 1991 | 0.149 | — |
| 1990 | 0.010 | — |
| 1989 | 0.163 | — |
| 1988 | 0.180 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.043 | -0.003 | 0.028 | -0.016 |
| 2023 | 0.059 | 0.001 | -0.040 | 0.075 |
| 2022 | -0.076 | -0.090 | -0.052 | 0.063 |
| 2021 | 0.049 | 0.041 | 0.006 | 0.032 |
| 2020 | -0.171 | 0.126 | 0.027 | 0.058 |
| 2019 | 0.100 | 0.021 | 0.015 | 0.043 |
| 2018 | -0.017 | 0.025 | -0.001 | -0.102 |
| 2017 | 0.041 | 0.017 | 0.024 | 0.008 |
| 2016 | -0.039 | -0.005 | 0.042 | 0.018 |
| 2015 | 0.127 | -0.021 | -0.042 | 0.052 |
| 2014 | 0.044 | 0.024 | -0.005 | 0.025 |
| 2013 | 0.052 | -0.007 | 0.067 | 0.047 |
| 2012 | 0.090 | -0.014 | 0.054 | 0.034 |
| 2011 | 0.006 | 0.003 | -0.109 | 0.032 |
| 2010 | 0.039 | -0.042 | 0.065 | 0.048 |
| 2009 | -0.060 | 0.129 | 0.131 | 0.028 |
| 2008 | -0.095 | -0.035 | -0.088 | -0.168 |
| 2007 | 0.034 | 0.050 | -0.036 | -0.021 |
| 2006 | 0.071 | -0.037 | 0.045 | 0.049 |
| 2005 | 0.052 | 0.047 | 0.066 | 0.037 |
| 2004 | 0.063 | 0.045 | 0.038 | 0.074 |
| 2003 | -0.113 | 0.157 | 0.040 | 0.065 |
| 2002 | 0.009 | -0.037 | -0.183 | 0.054 |
| 2001 | -0.048 | 0.029 | -0.065 | 0.048 |
| 2000 | -0.092 | 0.058 | 0.019 | -0.016 |
| 1999 | -0.046 | -0.020 | -0.026 | 0.062 |
| 1998 | 0.190 | 0.136 | -0.073 | 0.118 |
| 1997 | 0.097 | 0.121 | 0.012 | 0.037 |
| 1996 | 0.049 | 0.086 | 0.041 | 0.074 |
| 1995 | -0.048 | 0.111 | 0.035 | 0.048 |
| 1994 | -0.020 | -0.022 | -0.021 | 0.012 |
| 1993 | 0.073 | 0.057 | -0.018 | 0.135 |
| 1992 | 0.052 | 0.022 | -0.047 | 0.058 |
| 1991 | 0.130 | 0.003 | -0.006 | 0.021 |
| 1990 | 0.018 | 0.058 | -0.083 | 0.022 |
| 1989 | 0.024 | 0.075 | 0.117 | -0.055 |
| 1988 | 0.063 | 0.028 | 0.051 | 0.027 |
| 1987 | 0.053 | 0.018 | -0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.013 |
| 5 years | 0.059 |
| 10 years | 0.027 |