Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 45 |
| 1 month | 0.001 | 0 | 19 |
| 3 months | 0.030 | 0 | 11 |
| 1 year | 0.035 | 0 | 53 |
| 3 years | 0.038 | 0 | 71 |
| 5 years | 0.021 | 0 | 48 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.026 | — |
| 2023 | 0.070 | — |
| 2022 | -0.084 | — |
| 2021 | 0.048 | — |
| 2020 | 0.005 | — |
| 2019 | 0.066 | — |
| 2018 | -0.052 | — |
| 2017 | 0.016 | — |
| 2016 | 0.020 | — |
| 2015 | -0.004 | — |
| 2014 | 0.052 | — |
| 2013 | 0.092 | — |
| 2012 | 0.051 | — |
| 2011 | 0.011 | — |
| 2010 | -0.038 | — |
| 2009 | 0.081 | — |
| 2008 | -0.078 | — |
| 2007 | 0.020 | — |
| 2006 | 0.056 | — |
| 2005 | 0.074 | — |
| 2004 | 0.042 | — |
| 2003 | 0.070 | — |
| 2002 | -0.044 | — |
| 2001 | 0.003 | — |
| 2000 | 0.013 | — |
| 1999 | 0.022 | — |
| 1998 | 0.079 | — |
| 1997 | 0.128 | — |
| 1996 | 0.227 | — |
| 1995 | 0.126 | — |
| 1994 | 0.061 | — |
| 1993 | 0.100 | — |
| 1992 | 0.070 | — |
| 1991 | 0.109 | — |
| 1990 | 0.144 | — |
| 1989 | 0.075 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.018 | 0.017 | — |
| 2024 | 0.014 | 0.000 | 0.020 | -0.007 |
| 2023 | 0.026 | 0.009 | -0.009 | 0.044 |
| 2022 | -0.026 | -0.044 | -0.022 | 0.006 |
| 2021 | 0.015 | 0.016 | -0.001 | 0.017 |
| 2020 | -0.069 | 0.046 | 0.006 | 0.027 |
| 2019 | 0.037 | 0.011 | 0.009 | 0.009 |
| 2018 | -0.013 | 0.001 | -0.004 | -0.037 |
| 2017 | 0.014 | 0.002 | 0.001 | -0.001 |
| 2016 | -0.015 | 0.005 | 0.013 | 0.016 |
| 2015 | 0.038 | -0.032 | -0.018 | 0.008 |
| 2014 | 0.024 | 0.022 | 0.009 | -0.003 |
| 2013 | 0.024 | 0.007 | 0.037 | 0.021 |
| 2012 | 0.022 | -0.034 | 0.036 | 0.028 |
| 2011 | 0.019 | 0.003 | -0.031 | 0.021 |
| 2010 | -0.002 | -0.044 | 0.031 | -0.023 |
| 2009 | -0.026 | 0.041 | 0.055 | 0.009 |
| 2008 | -0.028 | -0.028 | -0.006 | -0.019 |
| 2007 | 0.005 | 0.007 | 0.002 | 0.005 |
| 2006 | 0.011 | -0.010 | 0.035 | 0.019 |
| 2005 | 0.011 | 0.028 | 0.020 | 0.013 |
| 2004 | 0.013 | 0.000 | 0.004 | 0.024 |
| 2003 | -0.005 | 0.040 | -0.001 | 0.035 |
| 2002 | -0.005 | -0.024 | -0.038 | 0.022 |
| 2001 | -0.001 | 0.002 | -0.034 | 0.037 |
| 2000 | 0.031 | -0.019 | 0.013 | -0.012 |
| 1999 | -0.001 | 0.002 | -0.019 | 0.041 |
| 1998 | 0.055 | 0.107 | -0.107 | 0.034 |
| 1997 | 0.021 | 0.063 | 0.021 | 0.018 |
| 1996 | 0.037 | 0.075 | 0.050 | 0.048 |
| 1995 | -0.020 | 0.027 | 0.039 | 0.077 |
| 1994 | 0.014 | 0.011 | 0.020 | 0.014 |
| 1993 | 0.018 | 0.035 | -0.001 | 0.045 |
| 1992 | 0.037 | 0.024 | -0.017 | 0.025 |
| 1991 | 0.034 | 0.023 | 0.032 | 0.015 |
| 1990 | 0.045 | 0.042 | 0.029 | 0.022 |
| 1989 | 0.018 | 0.029 | 0.023 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.038 |
| 5 years | 0.021 |
| 10 years | 0.012 |
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