Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.122 | 0 | 91 |
| 1 month | -0.015 | 0 | 50 |
| 3 months | -0.165 | 0 | 91 |
| 1 year | -0.034 | 0 | 72 |
| 3 years | 0.018 | 0 | 83 |
| 5 years | 0.054 | 0 | 85 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.186 | — |
| 2023 | 0.104 | — |
| 2022 | -0.186 | — |
| 2021 | 0.093 | — |
| 2020 | 0.277 | — |
| 2019 | 0.291 | — |
| 2018 | -0.046 | — |
| 2017 | 0.149 | — |
| 2016 | 0.214 | — |
| 2015 | 0.019 | — |
| 2014 | 0.134 | — |
| 2013 | 0.251 | — |
| 2012 | 0.053 | — |
| 2011 | -0.099 | — |
| 2010 | 0.190 | — |
| 2009 | 0.245 | — |
| 2008 | -0.341 | — |
| 2007 | 0.078 | — |
| 2006 | 0.028 | — |
| 2005 | 0.271 | — |
| 2004 | 0.061 | — |
| 2003 | 0.254 | — |
| 2002 | -0.306 | — |
| 2001 | -0.255 | — |
| 2000 | -0.098 | — |
| 1999 | 0.456 | — |
| 1998 | 0.183 | — |
| 1997 | 0.082 | — |
| 1996 | 0.038 | — |
| 1995 | 0.168 | — |
| 1994 | -0.048 | — |
| 1993 | 0.250 | — |
| 1992 | 0.144 | — |
| 1991 | 0.615 | — |
| 1990 | -0.194 | — |
| 1989 | 0.439 | — |
| 1988 | 0.085 | — |
| 1987 | -0.209 | — |
| 1986 | 0.114 | — |
| 1985 | 0.084 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.109 | — | — | — |
| 2024 | 0.091 | 0.037 | -0.023 | 0.073 |
| 2023 | 0.032 | 0.026 | -0.039 | 0.085 |
| 2022 | -0.076 | -0.123 | 0.039 | -0.034 |
| 2021 | -0.039 | 0.075 | 0.019 | 0.037 |
| 2020 | -0.096 | 0.221 | 0.093 | 0.058 |
| 2019 | 0.110 | 0.091 | 0.016 | 0.050 |
| 2018 | -0.025 | 0.073 | 0.060 | -0.140 |
| 2017 | 0.061 | 0.009 | 0.026 | 0.045 |
| 2016 | -0.005 | 0.055 | 0.104 | 0.047 |
| 2015 | 0.073 | -0.054 | -0.088 | 0.101 |
| 2014 | -0.001 | 0.027 | 0.038 | 0.064 |
| 2013 | 0.160 | -0.011 | 0.034 | 0.054 |
| 2012 | 0.087 | -0.079 | 0.061 | -0.007 |
| 2011 | 0.010 | -0.027 | -0.163 | 0.095 |
| 2010 | 0.076 | -0.102 | 0.092 | 0.128 |
| 2009 | -0.034 | 0.081 | 0.159 | 0.028 |
| 2008 | -0.060 | 0.023 | -0.231 | -0.110 |
| 2007 | 0.026 | 0.038 | -0.004 | 0.017 |
| 2006 | 0.100 | -0.097 | -0.005 | 0.040 |
| 2005 | 0.006 | 0.068 | 0.114 | 0.061 |
| 2004 | 0.000 | 0.001 | 0.008 | 0.051 |
| 2003 | -0.032 | 0.153 | 0.058 | 0.062 |
| 2002 | -0.005 | -0.151 | -0.184 | 0.007 |
| 2001 | -0.167 | 0.032 | -0.200 | 0.085 |
| 2000 | 0.082 | -0.035 | -0.010 | -0.127 |
| 1999 | 0.060 | 0.065 | -0.028 | 0.325 |
| 1998 | 0.150 | 0.038 | -0.178 | 0.205 |
| 1997 | 0.019 | 0.076 | 0.081 | -0.088 |
| 1996 | 0.073 | 0.039 | -0.008 | -0.062 |
| 1995 | -0.004 | 0.053 | 0.093 | 0.019 |
| 1994 | 0.022 | -0.069 | 0.012 | -0.012 |
| 1993 | 0.037 | 0.052 | 0.098 | 0.044 |
| 1992 | 0.022 | -0.135 | 0.039 | 0.246 |
| 1991 | 0.381 | 0.081 | 0.036 | 0.044 |
| 1990 | -0.025 | 0.080 | -0.293 | 0.082 |
| 1989 | 0.114 | 0.156 | 0.087 | 0.027 |
| 1988 | 0.114 | 0.080 | -0.048 | -0.053 |
| 1987 | 0.121 | 0.032 | 0.026 | -0.334 |
| 1986 | 0.092 | 0.076 | -0.063 | 0.011 |
| 1985 | 0.071 | -0.032 | -0.078 | 0.133 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | 0.018 |
| 5 years | 0.054 |
| 10 years | 0.080 |