Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 18 |
| 1 month | 0.001 | 0 | 39 |
| 3 months | -0.001 | 0 | 27 |
| 1 year | 0.048 | 0 | 33 |
| 3 years | 0.023 | 0 | 65 |
| 5 years | 0.036 | 0 | 68 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.101 | — |
| 2022 | -0.172 | — |
| 2021 | 0.096 | — |
| 2020 | 0.006 | — |
| 2019 | 0.170 | — |
| 2018 | -0.088 | — |
| 2017 | 0.048 | — |
| 2016 | -0.006 | — |
| 2015 | 0.078 | — |
| 2014 | 0.080 | — |
| 2013 | 0.104 | — |
| 2012 | 0.143 | — |
| 2011 | -0.075 | — |
| 2010 | 0.065 | — |
| 2009 | 0.145 | — |
| 2008 | -0.235 | — |
| 2007 | 0.002 | — |
| 2006 | 0.077 | — |
| 2005 | 0.132 | — |
| 2004 | 0.056 | — |
| 2003 | 0.096 | — |
| 2002 | -0.099 | — |
| 2001 | -0.084 | — |
| 2000 | -0.005 | — |
| 1999 | 0.171 | — |
| 1998 | 0.212 | — |
| 1997 | 0.351 | — |
| 1996 | 0.318 | — |
| 1995 | -0.049 | — |
| 1994 | -0.009 | — |
| 1993 | 0.209 | — |
| 1992 | -0.136 | — |
| 1991 | 0.048 | — |
| 1990 | -0.079 | — |
| 1989 | 0.179 | — |
| 1988 | 0.180 | — |
| 1987 | -0.148 | — |
| 1986 | 0.216 | — |
| 1985 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | — | — | — |
| 2024 | 0.034 | -0.006 | 0.031 | -0.023 |
| 2023 | 0.054 | 0.005 | -0.039 | 0.081 |
| 2022 | -0.066 | -0.097 | -0.060 | 0.045 |
| 2021 | 0.031 | 0.026 | 0.004 | 0.032 |
| 2020 | -0.136 | 0.083 | 0.015 | 0.060 |
| 2019 | 0.081 | 0.030 | 0.030 | 0.020 |
| 2018 | -0.019 | 0.010 | 0.000 | -0.080 |
| 2017 | 0.022 | 0.009 | 0.009 | 0.007 |
| 2016 | -0.029 | -0.004 | 0.021 | 0.006 |
| 2015 | 0.121 | -0.046 | -0.033 | 0.043 |
| 2014 | 0.028 | 0.022 | 0.011 | 0.016 |
| 2013 | 0.031 | -0.009 | 0.044 | 0.036 |
| 2012 | 0.060 | -0.019 | 0.066 | 0.031 |
| 2011 | -0.009 | -0.006 | -0.084 | 0.026 |
| 2010 | 0.033 | -0.026 | 0.040 | 0.018 |
| 2009 | -0.049 | 0.084 | 0.092 | 0.018 |
| 2008 | -0.082 | -0.035 | -0.066 | -0.075 |
| 2007 | 0.012 | 0.019 | -0.011 | -0.017 |
| 2006 | 0.023 | -0.031 | 0.049 | 0.035 |
| 2005 | 0.029 | 0.040 | 0.040 | 0.018 |
| 2004 | 0.018 | 0.005 | -0.002 | 0.035 |
| 2003 | -0.036 | 0.088 | -0.002 | 0.048 |
| 2002 | 0.016 | -0.068 | -0.091 | 0.047 |
| 2001 | -0.038 | -0.009 | -0.090 | 0.055 |
| 2000 | 0.077 | -0.044 | -0.003 | -0.031 |
| 1999 | 0.029 | 0.006 | -0.022 | 0.157 |
| 1998 | 0.246 | -0.043 | -0.098 | 0.127 |
| 1997 | 0.060 | 0.112 | 0.110 | 0.033 |
| 1996 | 0.046 | 0.138 | 0.015 | 0.091 |
| 1995 | -0.170 | 0.054 | 0.065 | 0.021 |
| 1994 | 0.145 | -0.039 | -0.016 | -0.085 |
| 1993 | -0.044 | 0.192 | 0.011 | 0.050 |
| 1992 | 0.016 | -0.035 | -0.174 | 0.067 |
| 1991 | 0.093 | 0.024 | -0.028 | -0.036 |
| 1990 | 0.031 | 0.112 | -0.175 | -0.025 |
| 1989 | 0.032 | 0.088 | 0.070 | -0.019 |
| 1988 | 0.029 | 0.014 | 0.064 | 0.062 |
| 1987 | 0.000 | -0.013 | -0.025 | -0.115 |
| 1986 | 0.156 | 0.023 | 0.043 | -0.013 |
| 1985 | 0.101 | 0.060 | 0.065 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.018 |
| 5 years | 0.033 |
| 10 years | 0.014 |