Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 22 |
| 1 month | -0.026 | 0 | 53 |
| 3 months | 0.041 | 0 | 22 |
| 1 year | 0.105 | 0 | 24 |
| 3 years | 0.103 | 0 | 3 |
| 5 years | 0.140 | 0 | 10 |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.110 | — |
| 2023 | 0.098 | — |
| 2022 | 0.093 | — |
| 2021 | 0.162 | — |
| 2020 | -0.089 | — |
| 2019 | 0.202 | — |
| 2018 | -0.068 | — |
| 2017 | 0.104 | — |
| 2016 | 0.092 | — |
| 2015 | 0.069 | — |
| 2014 | 0.066 | — |
| 2013 | 0.202 | — |
| 2012 | 0.034 | — |
| 2011 | -0.060 | — |
| 2010 | 0.014 | — |
| 2009 | 0.051 | — |
| 2008 | -0.241 | — |
| 2007 | -0.045 | — |
| 2006 | 0.135 | — |
| 2005 | 0.150 | — |
| 2004 | 0.112 | — |
| 2003 | 0.220 | — |
| 2002 | -0.165 | — |
| 2001 | -0.029 | — |
| 2000 | 0.074 | — |
| 1999 | 0.128 | — |
| 1998 | 0.086 | — |
| 1997 | 0.267 | — |
| 1996 | 0.098 | — |
| 1995 | 0.217 | — |
| 1994 | -0.120 | — |
| 1993 | 0.155 | — |
| 1992 | 0.205 | — |
| 1991 | 0.134 | — |
| 1990 | -0.091 | — |
| 1989 | 0.274 | — |
| 1988 | 0.010 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.046 | 0.036 | 0.011 | 0.014 |
| 2023 | 0.033 | -0.013 | 0.052 | 0.025 |
| 2022 | 0.034 | -0.034 | -0.029 | 0.128 |
| 2021 | 0.058 | 0.040 | 0.009 | 0.046 |
| 2020 | -0.237 | 0.102 | -0.048 | 0.140 |
| 2019 | 0.089 | 0.040 | 0.012 | 0.049 |
| 2018 | -0.056 | 0.074 | -0.001 | -0.080 |
| 2017 | 0.051 | 0.013 | -0.003 | 0.040 |
| 2016 | 0.021 | 0.048 | 0.066 | -0.042 |
| 2015 | 0.051 | -0.037 | -0.011 | 0.068 |
| 2014 | 0.015 | 0.013 | 0.002 | 0.035 |
| 2013 | 0.106 | -0.002 | 0.023 | 0.064 |
| 2012 | 0.017 | -0.004 | 0.027 | -0.006 |
| 2011 | -0.024 | 0.012 | -0.106 | 0.065 |
| 2010 | 0.028 | -0.108 | 0.065 | 0.037 |
| 2009 | -0.147 | 0.072 | 0.120 | 0.026 |
| 2008 | -0.150 | -0.023 | -0.082 | -0.004 |
| 2007 | 0.001 | 0.009 | -0.059 | 0.005 |
| 2006 | 0.065 | -0.031 | 0.025 | 0.073 |
| 2005 | 0.015 | 0.050 | 0.040 | 0.039 |
| 2004 | 0.000 | 0.037 | 0.005 | 0.066 |
| 2003 | -0.070 | 0.174 | 0.040 | 0.075 |
| 2002 | 0.075 | -0.068 | -0.191 | 0.029 |
| 2001 | -0.036 | 0.073 | -0.176 | 0.138 |
| 2000 | -0.040 | 0.063 | -0.019 | 0.074 |
| 1999 | 0.097 | 0.084 | -0.070 | 0.020 |
| 1998 | 0.156 | -0.041 | -0.121 | 0.115 |
| 1997 | 0.040 | 0.028 | 0.131 | 0.047 |
| 1996 | -0.026 | 0 | 0.058 | 0.066 |
| 1995 | 0.009 | 0.042 | 0.087 | 0.065 |
| 1994 | -0.073 | -0.077 | 0.012 | 0.016 |
| 1993 | 0.019 | -0.015 | 0.043 | 0.104 |
| 1992 | -0.014 | 0.079 | -0.007 | 0.140 |
| 1991 | 0.122 | 0.005 | 0.080 | -0.068 |
| 1990 | -0.051 | 0.029 | -0.169 | 0.120 |
| 1989 | 0.163 | 0.040 | 0.034 | 0.019 |
| 1988 | 0.006 | 0.067 | -0.043 | -0.017 |
| 1987 | 0.025 | -0.302 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.103 |
| 5 years | 0.140 |
| 10 years | 0.073 |