Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.059 | 0 | 90 |
| 1 month | -0.078 | 0 | 94 |
| 3 months | -0.059 | 0 | 90 |
| 1 year | 0.026 | 0 | 92 |
| 3 years | 0.057 | 0 | 89 |
| 5 years | 0.064 | 0 | 99 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.232 | — |
| 2023 | 0.289 | — |
| 2022 | -0.375 | — |
| 2021 | 0.076 | — |
| 2020 | 0.142 | — |
| 2019 | 0.301 | — |
| 2018 | -0.069 | — |
| 2017 | 0.154 | — |
| 2016 | 0.031 | — |
| 2015 | 0.163 | — |
| 2014 | 0.106 | — |
| 2013 | 0.301 | — |
| 2012 | 0.151 | — |
| 2011 | -0.023 | — |
| 2010 | 0.037 | — |
| 2009 | 0.026 | — |
| 2008 | -0.274 | — |
| 2007 | -0.160 | — |
| 2006 | 0.237 | — |
| 2005 | 0.026 | — |
| 2004 | 0.053 | — |
| 2003 | 0.070 | — |
| 2002 | -0.065 | — |
| 2001 | 0.099 | — |
| 2000 | 0.107 | — |
| 1999 | 0.160 | — |
| 1998 | 0.052 | — |
| 1997 | 0.126 | — |
| 1996 | 0.140 | — |
| 1995 | 0.142 | — |
| 1994 | 0.135 | — |
| 1993 | 0.273 | — |
| 1992 | 0.277 | — |
| 1991 | 0.268 | — |
| 1990 | -0.072 | — |
| 1989 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.131 | 0.031 | 0.015 | 0.041 |
| 2023 | 0.122 | 0.062 | -0.026 | 0.111 |
| 2022 | -0.210 | -0.145 | -0.078 | 0.003 |
| 2021 | 0.022 | 0.097 | -0.024 | -0.017 |
| 2020 | -0.158 | 0.144 | 0.081 | 0.097 |
| 2019 | 0.162 | 0.003 | 0.019 | 0.094 |
| 2018 | 0.006 | 0.031 | 0.007 | -0.109 |
| 2017 | 0.071 | 0.008 | 0.006 | 0.063 |
| 2016 | -0.044 | 0.028 | 0.059 | -0.009 |
| 2015 | 0.111 | 0.005 | -0.075 | 0.125 |
| 2014 | 0.052 | 0.007 | 0.000 | 0.044 |
| 2013 | 0.097 | 0.018 | 0.050 | 0.109 |
| 2012 | 0.102 | -0.016 | 0.025 | 0.035 |
| 2011 | -0.018 | 0.016 | -0.081 | 0.066 |
| 2010 | 0.001 | -0.078 | 0.070 | 0.050 |
| 2009 | -0.101 | 0.048 | 0.054 | 0.034 |
| 2008 | -0.037 | -0.079 | -0.062 | -0.127 |
| 2007 | 0.039 | -0.036 | -0.115 | -0.053 |
| 2006 | 0.082 | -0.049 | 0.055 | 0.139 |
| 2005 | -0.022 | 0.019 | -0.026 | 0.058 |
| 2004 | 0.043 | 0.041 | -0.089 | 0.064 |
| 2003 | -0.110 | 0.089 | 0.041 | 0.060 |
| 2002 | 0.088 | -0.075 | -0.102 | 0.034 |
| 2001 | 0.010 | 0.023 | -0.083 | 0.160 |
| 2000 | -0.015 | 0.051 | 0.014 | 0.055 |
| 1999 | 0.021 | 0.076 | -0.028 | 0.087 |
| 1998 | 0.075 | -0.010 | -0.155 | 0.169 |
| 1997 | 0.022 | 0.113 | 0.048 | -0.055 |
| 1996 | 0.059 | 0.016 | -0.006 | 0.065 |
| 1995 | 0.029 | 0.046 | 0.043 | 0.017 |
| 1994 | 0.038 | -0.007 | 0.055 | 0.043 |
| 1993 | 0.047 | 0.052 | 0.076 | 0.074 |
| 1992 | 0.104 | 0.013 | 0.068 | 0.071 |
| 1991 | 0.163 | 0.013 | 0.009 | 0.066 |
| 1990 | 0.036 | 0.056 | -0.229 | 0.100 |
| 1989 | 0.046 | -0.027 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.057 |
| 5 years | 0.064 |
| 10 years | 0.057 |