Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.366 | 0 | 53 |
| 1 month | 0.037 | 0 | 41 |
| 3 months | 0.161 | 0 | 57 |
| 1 year | 0.260 | 0 | 56 |
| 3 years | 0.070 | 0 | 40 |
| 5 years | 0.166 | 0 | 15 |
| 10 years | 0.151 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.046 | — |
| 2023 | -0.038 | — |
| 2022 | 0.330 | — |
| 2021 | 0.229 | — |
| 2020 | 0.000 | — |
| 2019 | 0.122 | — |
| 2018 | -0.097 | — |
| 2017 | 0.105 | — |
| 2016 | 0.821 | — |
| 2015 | -0.340 | — |
| 2014 | -0.159 | — |
| 2013 | -0.194 | — |
| 2012 | -0.126 | — |
| 2011 | -0.297 | — |
| 2010 | 0.474 | — |
| 2009 | 0.956 | — |
| 2008 | -0.521 | — |
| 2007 | 0.431 | — |
| 2006 | 0.260 | — |
| 2005 | 0.502 | — |
| 2004 | 0.191 | — |
| 2003 | 0.786 | — |
| 2002 | 0.203 | — |
| 2001 | -0.010 | — |
| 2000 | 0.113 | — |
| 1999 | 0.369 | — |
| 1998 | -0.293 | — |
| 1997 | -0.213 | — |
| 1996 | 0.079 | — |
| 1995 | -0.004 | — |
| 1994 | -0.028 | — |
| 1993 | 0.662 | — |
| 1992 | 0.173 | — |
| 1991 | 0.083 | — |
| 1990 | -0.223 | — |
| 1989 | 0.411 | — |
| 1988 | -0.033 | — |
| 1987 | 0.224 | — |
| 1986 | 0.316 | — |
| 1985 | -0.162 | — |
| 1984 | -0.042 | — |
| 1983 | 0.279 | — |
| 1982 | 0.027 | — |
| 1981 | -0.055 | — |
| 1980 | 0.469 | — |
| 1979 | 0.422 | — |
| 1978 | 0.201 | — |
| 1977 | 0.257 | — |
| 1976 | 0.017 | — |
| 1975 | 0.554 | — |
| 1974 | -0.139 | — |
| 1973 | -0.078 | — |
| 1972 | 0.433 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.072 | -0.008 | 0.219 | — |
| 2024 | 0.022 | 0.009 | -0.021 | -0.055 |
| 2023 | -0.047 | -0.060 | 0.089 | -0.013 |
| 2022 | 0.288 | -0.079 | 0.029 | 0.090 |
| 2021 | 0.094 | 0.052 | -0.006 | 0.073 |
| 2020 | -0.301 | 0.271 | -0.026 | 0.155 |
| 2019 | 0.117 | 0.042 | -0.035 | -0.001 |
| 2018 | -0.081 | 0.147 | -0.012 | -0.133 |
| 2017 | 0.017 | -0.080 | 0.091 | 0.082 |
| 2016 | 0.176 | 0.211 | 0.158 | 0.105 |
| 2015 | -0.041 | -0.044 | -0.278 | -0.002 |
| 2014 | 0.013 | 0.060 | -0.072 | -0.156 |
| 2013 | -0.050 | -0.226 | 0.125 | -0.027 |
| 2012 | 0.037 | -0.192 | 0.103 | -0.054 |
| 2011 | -0.052 | -0.073 | -0.228 | 0.036 |
| 2010 | 0.123 | -0.098 | 0.165 | 0.251 |
| 2009 | 0.158 | 0.219 | 0.225 | 0.131 |
| 2008 | -0.041 | 0.074 | -0.407 | -0.216 |
| 2007 | 0.115 | 0.148 | 0.061 | 0.054 |
| 2006 | 0.247 | -0.055 | -0.058 | 0.136 |
| 2005 | 0.108 | 0.006 | 0.298 | 0.038 |
| 2004 | 0.026 | -0.069 | 0.160 | 0.075 |
| 2003 | -0.034 | 0.122 | 0.337 | 0.233 |
| 2002 | 0.254 | 0.096 | -0.190 | 0.080 |
| 2001 | -0.005 | 0.116 | -0.219 | 0.142 |
| 2000 | -0.006 | 0.023 | 0.063 | 0.030 |
| 1999 | 0.077 | 0.149 | 0.075 | 0.029 |
| 1998 | 0.035 | -0.144 | -0.161 | -0.049 |
| 1997 | 0.059 | -0.076 | 0.056 | -0.238 |
| 1996 | 0.187 | 0.008 | -0.032 | -0.068 |
| 1995 | -0.123 | 0.098 | 0.023 | 0.011 |
| 1994 | -0.045 | -0.040 | 0.142 | -0.072 |
| 1993 | 0.168 | 0.113 | -0.038 | 0.329 |
| 1992 | 0.073 | -0.024 | 0.003 | 0.116 |
| 1991 | 0.157 | 0.095 | -0.027 | -0.121 |
| 1990 | -0.047 | -0.074 | -0.048 | -0.075 |
| 1989 | 0.141 | 0.101 | 0.026 | 0.094 |
| 1988 | -0.087 | 0.145 | -0.019 | -0.056 |
| 1987 | 0.448 | -0.025 | 0.250 | -0.307 |
| 1986 | 0.185 | -0.116 | 0.184 | 0.062 |
| 1985 | 0.062 | -0.077 | -0.036 | -0.113 |
| 1984 | 0.052 | -0.098 | 0.018 | -0.010 |
| 1983 | 0.121 | 0.131 | 0.021 | -0.012 |
| 1982 | -0.202 | -0.020 | 0.082 | 0.213 |
| 1981 | 0.016 | 0.033 | -0.085 | -0.015 |
| 1980 | 0.040 | 0.199 | 0.160 | 0.015 |
| 1979 | 0.222 | -0.043 | 0.160 | 0.048 |
| 1978 | 0.027 | 0.133 | 0.068 | -0.034 |
| 1977 | 0.140 | -0.007 | 0.093 | 0.015 |
| 1976 | 0.027 | 0.036 | -0.024 | -0.021 |
| 1975 | 0.325 | 0.021 | 0.070 | 0.074 |
| 1974 | 0.149 | -0.184 | -0.133 | 0.059 |
| 1973 | 0.049 | 0.051 | -0.098 | -0.072 |
| 1972 | 0.103 | 0.100 | -0.011 | 0.193 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.260 |
| 3 years | 0.070 |
| 5 years | 0.166 |
| 10 years | 0.151 |
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