Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 36 |
| 1 month | -0.025 | 0 | 61 |
| 3 months | 0.029 | 0 | 36 |
| 1 year | -0.033 | 0 | 55 |
| 3 years | -0.006 | 0 | 42 |
| 5 years | 0.167 | 0 | 48 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.012 | — |
| 2023 | -0.011 | — |
| 2022 | 0.187 | — |
| 2021 | 0.366 | — |
| 2020 | -0.105 | — |
| 2019 | 0.119 | — |
| 2018 | -0.127 | — |
| 2017 | 0.004 | — |
| 2016 | 0.219 | — |
| 2015 | -0.108 | — |
| 2014 | 0.054 | — |
| 2013 | -0.222 | — |
| 2012 | -0.005 | — |
| 2011 | -0.298 | — |
| 2010 | 0.238 | — |
| 2009 | 0.785 | — |
| 2008 | -0.533 | — |
| 2007 | 0.280 | — |
| 2006 | 0.105 | — |
| 2005 | 0.339 | — |
| 2004 | -0.060 | — |
| 2003 | 0.216 | — |
| 2002 | -0.140 | — |
| 2001 | 0.038 | — |
| 2000 | -0.101 | — |
| 1999 | 0.809 | — |
| 1998 | -0.186 | — |
| 1997 | -0.219 | — |
| 1996 | 0.127 | — |
| 1995 | -0.084 | — |
| 1994 | 0.071 | — |
| 1993 | 0.517 | — |
| 1992 | -0.162 | — |
| 1991 | 0.111 | — |
| 1990 | -0.197 | — |
| 1989 | 0.047 | — |
| 1988 | 0.195 | — |
| 1987 | 0.225 | — |
| 1986 | 0.025 | — |
| 1985 | 0.047 | — |
| 1984 | -0.076 | — |
| 1983 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.051 | 0.005 | -0.012 | -0.054 |
| 2023 | -0.019 | -0.034 | 0.070 | -0.025 |
| 2022 | 0.214 | -0.092 | 0.009 | 0.067 |
| 2021 | 0.164 | 0.047 | 0.034 | 0.084 |
| 2020 | -0.325 | 0.161 | -0.007 | 0.150 |
| 2019 | 0.128 | -0.034 | -0.042 | 0.071 |
| 2018 | -0.080 | 0.142 | -0.003 | -0.166 |
| 2017 | -0.007 | -0.077 | 0.042 | 0.052 |
| 2016 | -0.017 | 0.070 | 0.027 | 0.128 |
| 2015 | 0.121 | -0.057 | -0.209 | 0.067 |
| 2014 | 0.028 | 0.103 | 0.001 | -0.072 |
| 2013 | -0.098 | -0.224 | 0.123 | -0.010 |
| 2012 | 0.031 | -0.104 | 0.063 | 0.012 |
| 2011 | -0.080 | -0.058 | -0.254 | 0.086 |
| 2010 | 0.098 | -0.051 | 0.029 | 0.155 |
| 2009 | 0.121 | 0.238 | 0.116 | 0.152 |
| 2008 | -0.026 | 0.135 | -0.415 | -0.278 |
| 2007 | 0.053 | 0.162 | 0.107 | -0.054 |
| 2006 | 0.129 | -0.044 | -0.066 | 0.096 |
| 2005 | 0.063 | 0.020 | 0.113 | 0.110 |
| 2004 | -0.063 | -0.068 | 0.082 | -0.005 |
| 2003 | -0.134 | 0.044 | 0.124 | 0.197 |
| 2002 | 0.158 | -0.119 | -0.224 | 0.085 |
| 2001 | 0.026 | 0.092 | -0.227 | 0.197 |
| 2000 | -0.168 | -0.033 | 0.045 | 0.070 |
| 1999 | 0.175 | 0.266 | 0.034 | 0.176 |
| 1998 | 0.133 | -0.177 | -0.097 | -0.032 |
| 1997 | 0.082 | -0.011 | -0.048 | -0.232 |
| 1996 | 0.188 | -0.027 | -0.035 | 0.010 |
| 1995 | -0.123 | 0.025 | 0.055 | -0.034 |
| 1994 | 0.002 | -0.012 | 0.108 | -0.024 |
| 1993 | 0.107 | 0.155 | -0.035 | 0.229 |
| 1992 | 0.024 | -0.056 | -0.137 | 0.004 |
| 1991 | 0.244 | 0.009 | -0.036 | -0.082 |
| 1990 | -0.008 | -0.043 | -0.150 | -0.004 |
| 1989 | 0.115 | 0.033 | 0.041 | -0.126 |
| 1988 | 0.005 | 0.158 | -0.005 | 0.032 |
| 1987 | 0.383 | 0.034 | 0.247 | -0.314 |
| 1986 | 0.085 | -0.090 | 0.027 | 0.011 |
| 1985 | 0.085 | -0.012 | -0.018 | -0.006 |
| 1984 | -0.023 | -0.119 | 0.066 | 0.007 |
| 1983 | 0.050 | 0.036 | -0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | -0.006 |
| 5 years | 0.167 |
| 10 years | 0.033 |