Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.136 | 0 | 52 |
| 1 month | -0.014 | 0 | 54 |
| 3 months | -0.168 | 0 | 50 |
| 1 year | 0.011 | 0 | 52 |
| 3 years | 0.131 | 0 | 14 |
| 5 years | 0.144 | 0 | 22 |
| 10 years | 0.172 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.361 | — |
| 2023 | 0.422 | — |
| 2022 | -0.265 | — |
| 2021 | 0.204 | — |
| 2020 | 0.370 | — |
| 2019 | 0.361 | — |
| 2018 | -0.006 | — |
| 2017 | 0.320 | — |
| 2016 | 0.277 | — |
| 2015 | 0.110 | — |
| 2014 | 0.184 | — |
| 2013 | 0.244 | — |
| 2012 | 0.089 | — |
| 2011 | -0.030 | — |
| 2010 | 0.186 | — |
| 2009 | 0.458 | — |
| 2008 | -0.223 | — |
| 2007 | 0.229 | — |
| 2006 | -0.024 | — |
| 2005 | 0.205 | — |
| 2004 | -0.015 | — |
| 2003 | 0.288 | — |
| 2002 | -0.478 | — |
| 2001 | -0.459 | — |
| 2000 | -0.180 | — |
| 1999 | 1.887 | — |
| 1998 | 0.448 | — |
| 1997 | 0.142 | — |
| 1996 | -0.006 | — |
| 1995 | 0.578 | — |
| 1994 | 0.024 | — |
| 1993 | 0.291 | — |
| 1992 | 0.369 | — |
| 1991 | 0.368 | — |
| 1990 | -0.148 | — |
| 1989 | 0.368 | — |
| 1988 | 0.237 | — |
| 1987 | -0.110 | — |
| 1986 | 0.413 | — |
| 1985 | 0.258 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.124 | — | — | — |
| 2024 | 0.190 | 0.092 | -0.069 | 0.126 |
| 2023 | 0.161 | 0.086 | 0.010 | 0.116 |
| 2022 | -0.088 | -0.155 | -0.012 | -0.034 |
| 2021 | 0.017 | 0.106 | 0.004 | 0.067 |
| 2020 | -0.069 | 0.246 | 0.075 | 0.099 |
| 2019 | 0.153 | 0.081 | 0.031 | 0.060 |
| 2018 | -0.025 | 0.134 | 0.068 | -0.158 |
| 2017 | 0.124 | 0.036 | 0.051 | 0.079 |
| 2016 | -0.002 | 0.039 | 0.183 | 0.040 |
| 2015 | 0.058 | -0.058 | -0.039 | 0.158 |
| 2014 | -0.007 | 0.030 | 0.070 | 0.081 |
| 2013 | 0.121 | 0.008 | 0.029 | 0.070 |
| 2012 | 0.164 | -0.093 | 0.068 | -0.033 |
| 2011 | 0.014 | -0.024 | -0.068 | 0.052 |
| 2010 | 0.094 | -0.098 | 0.074 | 0.120 |
| 2009 | 0.033 | 0.067 | 0.180 | 0.119 |
| 2008 | -0.166 | 0.018 | -0.054 | -0.032 |
| 2007 | -0.001 | 0.121 | 0.081 | 0.015 |
| 2006 | 0.053 | -0.121 | 0.035 | 0.019 |
| 2005 | -0.028 | 0.069 | 0.063 | 0.091 |
| 2004 | 0.006 | -0.001 | -0.098 | 0.086 |
| 2003 | 0.022 | 0.152 | 0.099 | -0.005 |
| 2002 | -0.087 | -0.303 | -0.261 | 0.109 |
| 2001 | -0.353 | 0.033 | -0.443 | 0.453 |
| 2000 | 0.198 | 0.010 | 0.087 | -0.377 |
| 1999 | 0.203 | 0.181 | 0.127 | 0.804 |
| 1998 | 0.209 | 0.032 | -0.139 | 0.348 |
| 1997 | -0.057 | 0.055 | 0.256 | -0.086 |
| 1996 | 0.006 | 0.014 | 0.031 | -0.055 |
| 1995 | 0.050 | 0.231 | 0.209 | 0.010 |
| 1994 | 0.023 | -0.113 | 0.066 | 0.059 |
| 1993 | 0.014 | 0.082 | 0.149 | 0.024 |
| 1992 | 0.059 | -0.143 | 0.101 | 0.371 |
| 1991 | 0.381 | 0.030 | -0.017 | -0.022 |
| 1990 | 0.059 | 0.036 | -0.296 | 0.102 |
| 1989 | 0.139 | 0.141 | 0.064 | -0.010 |
| 1988 | 0.071 | 0.201 | -0.011 | -0.027 |
| 1987 | 0.238 | 0.044 | 0.074 | -0.358 |
| 1986 | 0.205 | 0.065 | -0.012 | 0.113 |
| 1985 | 0.086 | -0.047 | -0.029 | 0.252 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.131 |
| 5 years | 0.144 |
| 10 years | 0.172 |