Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 11 |
| 1 month | 0.009 | 0 | 54 |
| 3 months | -0.014 | 0 | 20 |
| 1 year | 0.088 | 0 | 14 |
| 3 years | 0.074 | 0 | 25 |
| 5 years | 0.111 | 0 | 26 |
| 10 years | 0.044 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.090 | — |
| 2022 | -0.048 | — |
| 2021 | 0.181 | — |
| 2020 | -0.114 | — |
| 2019 | 0.193 | — |
| 2018 | -0.107 | — |
| 2017 | 0.069 | — |
| 2016 | 0.154 | — |
| 2015 | 0.001 | — |
| 2014 | 0.020 | — |
| 2013 | 0.293 | — |
| 2012 | 0.193 | — |
| 2011 | -0.055 | — |
| 2010 | 0.156 | — |
| 2009 | 0.297 | — |
| 2008 | -0.345 | — |
| 2007 | 0.031 | — |
| 2006 | 0.156 | — |
| 2005 | 0.202 | — |
| 2004 | 0.115 | — |
| 2003 | 0.187 | — |
| 2002 | -0.228 | — |
| 2001 | -0.131 | — |
| 2000 | -0.072 | — |
| 1999 | 0.219 | — |
| 1998 | 0.117 | — |
| 1997 | 0.263 | — |
| 1996 | 0.143 | — |
| 1995 | 0.220 | — |
| 1994 | -0.083 | — |
| 1993 | 0.241 | — |
| 1992 | 0.241 | — |
| 1991 | 0.164 | — |
| 1990 | -0.132 | — |
| 1989 | 0.262 | — |
| 1988 | 0.087 | — |
| 1987 | 0.066 | — |
| 1986 | 0.232 | — |
| 1985 | 0.152 | — |
| 1984 | 0.254 | — |
| 1983 | 0.260 | — |
| 1982 | 0.276 | — |
| 1981 | 0.123 | — |
| 1980 | 0.339 | — |
| 1979 | 0.065 | — |
| 1978 | 0.090 | — |
| 1977 | 0.413 | — |
| 1976 | -0.082 | — |
| 1975 | 1.095 | — |
| 1974 | -0.436 | — |
| 1973 | -0.291 | — |
| 1972 | 0.172 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | — | — | — |
| 2024 | 0.039 | 0.035 | 0.021 | 0.002 |
| 2023 | 0.036 | -0.008 | 0.032 | 0.028 |
| 2022 | -0.041 | -0.064 | -0.041 | 0.106 |
| 2021 | 0.061 | 0.055 | 0.022 | 0.032 |
| 2020 | -0.307 | 0.114 | -0.019 | 0.170 |
| 2019 | 0.081 | 0.013 | 0.016 | 0.072 |
| 2018 | -0.059 | 0.101 | -0.025 | -0.116 |
| 2017 | 0.023 | 0.000 | 0.023 | 0.021 |
| 2016 | -0.016 | 0.010 | 0.094 | 0.060 |
| 2015 | 0.046 | -0.005 | -0.069 | 0.033 |
| 2014 | -0.001 | 0.012 | -0.010 | 0.018 |
| 2013 | 0.099 | 0.021 | 0.074 | 0.073 |
| 2012 | 0.076 | -0.044 | 0.083 | 0.071 |
| 2011 | 0.004 | 0.004 | -0.094 | 0.035 |
| 2010 | 0.076 | -0.131 | 0.151 | 0.074 |
| 2009 | -0.096 | 0.162 | 0.219 | 0.013 |
| 2008 | -0.108 | -0.027 | -0.148 | -0.114 |
| 2007 | 0.027 | 0.039 | -0.015 | -0.019 |
| 2006 | 0.084 | -0.036 | 0.036 | 0.067 |
| 2005 | 0.033 | 0.041 | 0.085 | 0.031 |
| 2004 | 0.009 | 0.017 | 0.028 | 0.056 |
| 2003 | -0.067 | 0.137 | 0.039 | 0.077 |
| 2002 | 0.023 | -0.122 | -0.176 | 0.042 |
| 2001 | -0.080 | 0.006 | -0.139 | 0.089 |
| 2000 | -0.059 | -0.009 | 0.007 | -0.012 |
| 1999 | 0.091 | 0.022 | -0.049 | 0.150 |
| 1998 | 0.153 | -0.008 | -0.140 | 0.135 |
| 1997 | 0.051 | 0.049 | 0.136 | 0.008 |
| 1996 | 0.022 | 0.019 | 0.061 | 0.035 |
| 1995 | 0.022 | 0.049 | 0.082 | 0.051 |
| 1994 | -0.089 | -0.047 | 0.035 | 0.021 |
| 1993 | 0.026 | 0.009 | 0.070 | 0.120 |
| 1992 | 0.028 | 0.038 | 0.025 | 0.134 |
| 1991 | 0.150 | -0.015 | 0.073 | -0.042 |
| 1990 | -0.071 | 0.064 | -0.182 | 0.073 |
| 1989 | 0.142 | 0.043 | 0.050 | 0.009 |
| 1988 | 0.034 | 0.057 | -0.001 | -0.004 |
| 1987 | 0.189 | 0.147 | 0.064 | -0.265 |
| 1986 | 0.188 | 0 | -0.048 | 0.090 |
| 1985 | 0.045 | -0.032 | 0.037 | 0.099 |
| 1984 | 0.108 | -0.065 | 0.105 | 0.095 |
| 1983 | 0.096 | 0.099 | -0.014 | 0.061 |
| 1982 | 0.046 | -0.004 | 0.152 | 0.063 |
| 1981 | 0.069 | 0.040 | -0.057 | 0.071 |
| 1980 | 0.051 | 0.140 | 0.108 | 0.008 |
| 1979 | 0.190 | -0.075 | 0.059 | -0.086 |
| 1978 | -0.003 | 0.032 | 0.088 | -0.026 |
| 1977 | 0.157 | 0.072 | 0.174 | -0.030 |
| 1976 | 0.037 | -0.059 | -0.139 | 0.094 |
| 1975 | 0.629 | 0.092 | 0.072 | 0.099 |
| 1974 | -0.128 | -0.104 | -0.229 | -0.065 |
| 1973 | -0.095 | 0 | -0.031 | -0.191 |
| 1972 | 0.118 | -0.011 | -0.036 | 0.099 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.067 |
| 5 years | 0.107 |
| 10 years | 0.041 |