Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | 85 |
| 1 month | -0.041 | 0 | 87 |
| 3 months | -0.121 | 0 | 89 |
| 1 year | 0.031 | 0 | 90 |
| 3 years | 0.086 | 0 | 70 |
| 5 years | 0.086 | 0 | 77 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.185 | — |
| 2023 | 0.170 | — |
| 2022 | -0.081 | — |
| 2021 | 0.129 | — |
| 2020 | -0.032 | — |
| 2019 | 0.105 | — |
| 2018 | -0.188 | — |
| 2017 | 0.080 | — |
| 2016 | 0.108 | — |
| 2015 | -0.033 | — |
| 2014 | 0.022 | — |
| 2013 | 0.345 | — |
| 2012 | 0.154 | — |
| 2011 | -0.158 | — |
| 2010 | 0.099 | — |
| 2009 | 0.151 | — |
| 2008 | -0.251 | — |
| 2007 | -0.017 | — |
| 2006 | 0.097 | — |
| 2005 | 0.125 | — |
| 2004 | 0.124 | — |
| 2003 | 0.352 | — |
| 2002 | -0.138 | — |
| 2001 | 0.131 | — |
| 2000 | 0.204 | — |
| 1999 | 0.334 | — |
| 1998 | -0.107 | — |
| 1997 | 0.035 | — |
| 1996 | 0.108 | — |
| 1995 | 0.082 | — |
| 1994 | 0.154 | — |
| 1993 | 0.431 | — |
| 1992 | 0.072 | — |
| 1991 | 0.054 | — |
| 1990 | -0.095 | — |
| 1989 | 0.101 | — |
| 1988 | 0.191 | — |
| 1987 | 0.129 | — |
| 1986 | 0.068 | — |
| 1985 | 0.225 | — |
| 1984 | 0.060 | — |
| 1983 | 0.441 | — |
| 1982 | 0.256 | — |
| 1981 | 0.188 | — |
| 1980 | 0.159 | — |
| 1979 | 0.301 | — |
| 1978 | 0.416 | — |
| 1977 | 0.211 | — |
| 1976 | 0.315 | — |
| 1975 | 0.322 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.091 | 0.009 | 0.018 | 0.057 |
| 2023 | 0.067 | 0.033 | 0.001 | 0.060 |
| 2022 | -0.035 | -0.112 | -0.038 | 0.116 |
| 2021 | 0.090 | 0.029 | -0.009 | 0.016 |
| 2020 | -0.195 | 0.073 | 0.011 | 0.109 |
| 2019 | 0.103 | -0.017 | -0.023 | 0.043 |
| 2018 | -0.023 | 0.024 | 0.014 | -0.199 |
| 2017 | 0.034 | -0.010 | 0.004 | 0.051 |
| 2016 | -0.070 | -0.021 | 0.084 | 0.123 |
| 2015 | 0.023 | -0.005 | -0.087 | 0.040 |
| 2014 | 0.020 | -0.011 | 0.012 | 0.001 |
| 2013 | 0.098 | 0.068 | 0.065 | 0.076 |
| 2012 | 0.193 | -0.119 | 0.006 | 0.091 |
| 2011 | 0.040 | -0.029 | -0.178 | 0.014 |
| 2010 | 0.030 | -0.105 | 0.087 | 0.095 |
| 2009 | -0.113 | 0.134 | 0.103 | 0.037 |
| 2008 | -0.088 | -0.030 | -0.044 | -0.114 |
| 2007 | 0.021 | 0.031 | -0.048 | -0.019 |
| 2006 | 0.034 | -0.030 | 0.035 | 0.057 |
| 2005 | 0.025 | 0.000 | 0.068 | 0.029 |
| 2004 | 0.077 | -0.019 | -0.014 | 0.078 |
| 2003 | -0.061 | 0.155 | 0.136 | 0.098 |
| 2002 | 0.047 | -0.051 | -0.101 | -0.035 |
| 2001 | 0.092 | 0.070 | -0.093 | 0.067 |
| 2000 | 0.034 | 0.107 | 0.019 | 0.033 |
| 1999 | 0.124 | 0.164 | -0.029 | 0.050 |
| 1998 | 0.069 | -0.056 | -0.138 | 0.026 |
| 1997 | 0.062 | 0.045 | -0.007 | -0.060 |
| 1996 | 0.051 | 0.026 | 0.007 | 0.021 |
| 1995 | 0.000 | 0.034 | 0.015 | 0.031 |
| 1994 | 0.070 | 0.002 | 0.013 | 0.062 |
| 1993 | 0.166 | 0.066 | 0.091 | 0.055 |
| 1992 | 0.036 | 0.028 | 0.008 | -0.002 |
| 1991 | 0.053 | -0.028 | 0.024 | 0.006 |
| 1990 | -0.001 | -0.017 | -0.051 | -0.029 |
| 1989 | 0.047 | 0.017 | 0.034 | 0 |
| 1988 | 0.088 | 0.055 | 0.020 | 0.016 |
| 1987 | 0.082 | 0.087 | 0.079 | -0.110 |
| 1986 | 0.071 | 0.005 | -0.043 | 0.036 |
| 1985 | 0.066 | 0.009 | 0.023 | 0.113 |
| 1984 | 0.043 | -0.038 | 0.035 | 0.021 |
| 1983 | 0.224 | 0.120 | 0.022 | 0.029 |
| 1982 | -0.020 | 0.054 | 0.067 | 0.140 |
| 1981 | 0.135 | 0.077 | -0.113 | 0.096 |
| 1980 | -0.094 | 0.119 | 0.096 | 0.043 |
| 1979 | 0.166 | 0.064 | 0.066 | -0.016 |
| 1978 | 0.146 | 0.072 | 0.245 | -0.074 |
| 1977 | -0.017 | 0.072 | 0.065 | 0.079 |
| 1976 | 0.101 | 0.051 | 0.045 | 0.087 |
| 1975 | 0.134 | 0.144 | -0.080 | 0.108 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.086 |
| 5 years | 0.086 |
| 10 years | 0.028 |