Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 70 |
| 1 month | -0.025 | 0 | 72 |
| 3 months | -0.027 | 0 | 70 |
| 1 year | -0.045 | 0 | 77 |
| 3 years | 0.012 | 0 | 74 |
| 5 years | 0.054 | 0 | 58 |
| 10 years | 0.059 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.060 | — |
| 2022 | -0.182 | — |
| 2021 | -0.008 | — |
| 2020 | 0.167 | — |
| 2019 | 0.182 | — |
| 2018 | -0.156 | — |
| 2017 | 0.229 | — |
| 2016 | 0.260 | — |
| 2015 | 0.234 | — |
| 2014 | 0.050 | — |
| 2013 | 0.342 | — |
| 2012 | 0.017 | — |
| 2011 | -0.138 | — |
| 2010 | 0.213 | — |
| 2009 | -0.111 | — |
| 2008 | -0.045 | — |
| 2007 | -0.112 | — |
| 2006 | -0.126 | — |
| 2005 | 0.469 | — |
| 2004 | 0.287 | — |
| 2003 | 0.911 | — |
| 2002 | -0.230 | — |
| 2001 | -0.403 | — |
| 2000 | -0.298 | — |
| 1999 | 1.385 | — |
| 1998 | -0.010 | — |
| 1997 | -0.187 | — |
| 1996 | -0.226 | — |
| 1995 | 0.018 | — |
| 1994 | 0.018 | — |
| 1993 | 0.435 | — |
| 1992 | -0.021 | — |
| 1991 | 0.064 | — |
| 1990 | -0.350 | — |
| 1989 | 0.450 | — |
| 1988 | 0.321 | — |
| 1987 | 0.019 | — |
| 1986 | 0.597 | — |
| 1985 | 0.055 | — |
| 1984 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.108 | -0.048 | 0.003 | 0.027 |
| 2023 | 0.014 | 0.013 | -0.014 | 0.046 |
| 2022 | -0.113 | -0.113 | 0.012 | 0.027 |
| 2021 | -0.020 | -0.003 | 0.059 | -0.040 |
| 2020 | -0.182 | 0.238 | 0.066 | 0.082 |
| 2019 | 0.063 | 0.038 | 0.067 | 0.005 |
| 2018 | -0.022 | 0.009 | 0.029 | -0.169 |
| 2017 | 0.049 | 0.031 | 0.033 | 0.099 |
| 2016 | 0.065 | 0.112 | 0.072 | -0.008 |
| 2015 | 0.145 | -0.005 | -0.062 | 0.154 |
| 2014 | -0.007 | 0.052 | 0.025 | -0.019 |
| 2013 | 0.192 | 0.082 | 0.050 | -0.009 |
| 2012 | 0.077 | -0.039 | -0.038 | 0.022 |
| 2011 | -0.067 | 0.016 | -0.043 | -0.049 |
| 2010 | 0.163 | -0.098 | 0.004 | 0.153 |
| 2009 | -0.155 | 0.003 | 0.120 | -0.063 |
| 2008 | -0.079 | -0.007 | -0.074 | 0.129 |
| 2007 | 0.006 | -0.032 | -0.054 | -0.037 |
| 2006 | 0.048 | -0.103 | -0.036 | -0.035 |
| 2005 | -0.006 | 0.021 | 0.196 | 0.210 |
| 2004 | 0.271 | 0.092 | -0.082 | 0.010 |
| 2003 | 0.027 | 0.169 | 0.484 | 0.073 |
| 2002 | 0.077 | -0.002 | -0.174 | -0.132 |
| 2001 | -0.118 | 0.016 | -0.234 | -0.130 |
| 2000 | 0.030 | -0.038 | -0.107 | -0.206 |
| 1999 | 0.273 | 0.207 | 0.241 | 0.251 |
| 1998 | -0.020 | -0.051 | -0.143 | 0.241 |
| 1997 | -0.063 | 0.230 | -0.096 | -0.220 |
| 1996 | 0.001 | 0.019 | -0.087 | -0.169 |
| 1995 | -0.125 | -0.016 | 0.138 | 0.039 |
| 1994 | 0.134 | 0.035 | -0.084 | -0.053 |
| 1993 | 0.226 | 0.185 | 0.105 | -0.106 |
| 1992 | -0.119 | -0.110 | 0.023 | 0.220 |
| 1991 | 0.269 | 0.036 | -0.080 | -0.120 |
| 1990 | -0.157 | 0.083 | -0.306 | 0.026 |
| 1989 | 0.159 | 0.031 | 0.137 | 0.067 |
| 1988 | 0.164 | 0.097 | -0.036 | 0.074 |
| 1987 | 0.111 | 0.088 | 0.134 | -0.257 |
| 1986 | 0.163 | 0.178 | 0.141 | 0.022 |
| 1985 | -0.009 | -0.061 | 0.023 | 0.108 |
| 1984 | -0.140 | 0.180 | 0.069 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.045 |
| 3 years | 0.012 |
| 5 years | 0.054 |
| 10 years | 0.059 |