Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | — | — | — |
| 1 month | — | — | — |
| 3 months | — | — | — |
| 1 year | — | — | — |
| 3 years | — | — | — |
| 5 years | — | — | — |
| 10 years | — | — | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.154 | — |
| 2023 | 0.210 | — |
| 2022 | -0.187 | — |
| 2021 | 0.176 | — |
| 2020 | 0.218 | 0.117 |
| 2019 | 0.234 | 0.192 |
| 2018 | -0.046 | -0.058 |
| 2017 | 0.158 | 0.132 |
| 2016 | 0.067 | 0.073 |
| 2015 | -0.002 | -0.019 |
| 2014 | 0.096 | 0.062 |
| 2013 | 0.200 | 0.165 |
| 2012 | 0.121 | 0.117 |
| 2011 | 0.012 | -0.001 |
| 2010 | 0.130 | 0.118 |
| 2009 | 0.269 | 0.241 |
| 2008 | -0.320 | -0.280 |
| 2007 | 0.082 | 0.060 |
| 2006 | 0.113 | 0.113 |
| 2005 | 0.050 | 0.051 |
| 2004 | 0.050 | 0.089 |
| 2003 | 0.176 | 0.203 |
| 2002 | -0.091 | -0.120 |
| 2001 | -0.019 | -0.051 |
| 2000 | -0.057 | 0.018 |
| 1999 | 0.045 | 0.107 |
| 1998 | 0.155 | 0.135 |
| 1997 | 0.223 | 0.196 |
| 1996 | 0.084 | 0.137 |
| 1995 | 0.141 | 0.256 |
| 1994 | -0.051 | -0.025 |
| 1993 | 0.197 | 0.114 |
| 1992 | 0.092 | 0.077 |
| 1991 | 0.345 | 0.249 |
| 1990 | -0.029 | -0.011 |
| 1989 | 0.246 | 0.190 |
| 1988 | 0.209 | 0.124 |
| 1987 | — | 0.023 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.070 | 0.027 | 0.046 | 0.004 |
| 2023 | 0.074 | 0.058 | -0.030 | 0.098 |
| 2022 | -0.051 | -0.139 | -0.051 | 0.050 |
| 2021 | 0.042 | 0.063 | -0.004 | 0.066 |
| 2020 | -0.136 | 0.178 | 0.076 | 0.112 |
| 2019 | 0.104 | 0.035 | 0.009 | 0.071 |
| 2018 | -0.001 | 0.030 | 0.038 | -0.107 |
| 2017 | 0.054 | 0.027 | 0.033 | 0.035 |
| 2016 | 0.001 | 0.022 | 0.037 | 0.007 |
| 2015 | 0.020 | -0.001 | -0.062 | 0.043 |
| 2014 | 0.018 | 0.038 | 0.006 | 0.031 |
| 2013 | 0.058 | 0.007 | 0.051 | 0.072 |
| 2012 | 0.090 | -0.019 | 0.048 | 0.000 |
| 2011 | 0.041 | 0.001 | -0.085 | 0.062 |
| 2010 | 0.040 | -0.059 | 0.080 | 0.069 |
| 2009 | -0.048 | 0.136 | 0.134 | 0.036 |
| 2008 | -0.075 | 0.008 | -0.131 | -0.159 |
| 2007 | 0.030 | 0.050 | 0.018 | -0.016 |
| 2006 | 0.044 | -0.015 | 0.027 | 0.053 |
| 2005 | -0.018 | -0.005 | 0.045 | 0.028 |
| 2004 | 0.009 | -0.013 | 0.004 | 0.050 |
| 2003 | 0.000 | 0.100 | 0.015 | 0.053 |
| 2002 | -0.005 | -0.078 | -0.062 | 0.056 |
| 2001 | -0.053 | 0.040 | -0.082 | 0.084 |
| 2000 | 0.003 | -0.009 | -0.002 | -0.049 |
| 1999 | 0.018 | 0.032 | -0.054 | 0.052 |
| 1998 | 0.083 | 0.027 | -0.059 | 0.103 |
| 1997 | 0.014 | 0.126 | 0.049 | 0.022 |
| 1996 | -0.015 | 0.010 | 0.025 | 0.063 |
| 1995 | 0.031 | 0.043 | 0.028 | 0.032 |
| 1994 | -0.031 | -0.023 | 0.025 | -0.022 |
| 1993 | 0.080 | 0.041 | 0.037 | 0.026 |
| 1992 | 0.024 | 0.019 | 0.038 | 0.009 |
| 1991 | 0.142 | 0.040 | 0.077 | 0.052 |
| 1990 | -0.033 | 0.028 | -0.085 | 0.067 |
| 1989 | 0.061 | 0.089 | 0.063 | 0.015 |
| 1988 | 0.106 | 0.063 | 0.011 | 0.017 |
| 1987 | -0.004 | 0.052 | -0.156 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.113 |
| 3 years | 0.031 |
| 5 years | 0.094 |
| 10 years | 0.086 |