Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 65 |
| 1 month | 0.000 | 0 | 42 |
| 3 months | -0.015 | 0 | 56 |
| 1 year | 0.080 | 0 | 26 |
| 3 years | 0.053 | 0 | 75 |
| 5 years | 0.071 | 0 | 85 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.062 | — |
| 2022 | -0.066 | — |
| 2021 | 0.162 | — |
| 2020 | -0.082 | — |
| 2019 | 0.199 | — |
| 2018 | -0.066 | — |
| 2017 | 0.115 | — |
| 2016 | 0.051 | — |
| 2015 | 0.115 | — |
| 2014 | 0.073 | — |
| 2013 | 0.184 | — |
| 2012 | 0.183 | — |
| 2011 | -0.118 | — |
| 2010 | 0.151 | — |
| 2009 | 0.117 | — |
| 2008 | -0.178 | — |
| 2007 | 0.180 | — |
| 2006 | 0.105 | — |
| 2005 | 0.178 | — |
| 2004 | 0.128 | — |
| 2003 | 0.217 | — |
| 2002 | -0.198 | — |
| 2001 | -0.087 | — |
| 2000 | 0.036 | — |
| 1999 | 0.211 | — |
| 1998 | 0.195 | — |
| 1997 | 0.300 | — |
| 1996 | 0.143 | — |
| 1995 | 0.186 | — |
| 1994 | -0.032 | — |
| 1993 | 0.370 | — |
| 1992 | 0.265 | — |
| 1991 | 0.191 | — |
| 1990 | -0.041 | — |
| 1989 | 0.420 | — |
| 1988 | 0.128 | — |
| 1987 | 0.537 | — |
| 1986 | 0.314 | — |
| 1985 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | — | — | — |
| 2024 | 0.027 | 0.016 | 0.029 | 0.003 |
| 2023 | 0.046 | -0.010 | -0.002 | 0.028 |
| 2022 | -0.033 | -0.090 | -0.019 | 0.082 |
| 2021 | 0.038 | 0.063 | 0.021 | 0.032 |
| 2020 | -0.229 | 0.116 | -0.012 | 0.081 |
| 2019 | 0.091 | 0.060 | 0.009 | 0.028 |
| 2018 | -0.059 | 0.091 | 0.003 | -0.093 |
| 2017 | 0.046 | 0.029 | 0.009 | 0.026 |
| 2016 | -0.010 | 0.013 | 0.074 | -0.024 |
| 2015 | 0.062 | -0.004 | 0.000 | 0.053 |
| 2014 | 0.003 | -0.020 | 0.031 | 0.059 |
| 2013 | 0.124 | -0.035 | 0.033 | 0.057 |
| 2012 | 0.118 | -0.032 | 0.062 | 0.030 |
| 2011 | -0.010 | 0.004 | -0.163 | 0.061 |
| 2010 | 0.059 | -0.080 | 0.115 | 0.061 |
| 2009 | -0.093 | 0.025 | 0.154 | 0.042 |
| 2008 | -0.109 | 0.024 | -0.098 | -0.001 |
| 2007 | 0.029 | 0.061 | 0.018 | 0.061 |
| 2006 | 0.061 | -0.033 | 0.026 | 0.049 |
| 2005 | 0.025 | 0.052 | 0.067 | 0.024 |
| 2004 | 0.007 | 0.022 | 0.023 | 0.071 |
| 2003 | -0.051 | 0.126 | 0.048 | 0.086 |
| 2002 | 0.019 | -0.099 | -0.165 | 0.046 |
| 2001 | -0.055 | 0.022 | -0.140 | 0.101 |
| 2000 | -0.016 | 0.025 | 0.000 | 0.028 |
| 1999 | 0.101 | 0.047 | -0.060 | 0.118 |
| 1998 | 0.150 | 0.019 | -0.100 | 0.133 |
| 1997 | 0.059 | 0.032 | 0.136 | 0.047 |
| 1996 | 0.015 | 0.018 | 0.035 | 0.069 |
| 1995 | -0.012 | 0.048 | 0.120 | 0.023 |
| 1994 | -0.052 | -0.052 | 0.046 | 0.029 |
| 1993 | 0.108 | 0.024 | 0.083 | 0.115 |
| 1992 | 0.037 | 0.078 | 0.001 | 0.130 |
| 1991 | 0.143 | -0.001 | 0.104 | -0.054 |
| 1990 | -0.002 | 0.056 | -0.143 | 0.063 |
| 1989 | 0.178 | 0.052 | 0.072 | 0.068 |
| 1988 | 0.060 | 0.036 | 0.024 | 0.003 |
| 1987 | 0.357 | 0.236 | 0.075 | -0.147 |
| 1986 | 0.180 | 0.065 | -0.026 | 0.074 |
| 1985 | 0.079 | 0.085 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.053 |
| 5 years | 0.071 |
| 10 years | 0.049 |