Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 30 |
| 1 month | -0.013 | 0 | 37 |
| 3 months | -0.032 | 0 | 36 |
| 1 year | 0.043 | 0 | 16 |
| 3 years | 0.029 | 0 | 4 |
| 5 years | 0.043 | 0 | 8 |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.065 | — |
| 2022 | -0.109 | — |
| 2021 | 0.107 | — |
| 2020 | 0.044 | — |
| 2019 | 0.139 | — |
| 2018 | -0.043 | — |
| 2017 | 0.104 | — |
| 2016 | 0.023 | — |
| 2015 | 0.013 | — |
| 2014 | 0.091 | — |
| 2013 | 0.114 | — |
| 2012 | 0.085 | — |
| 2011 | -0.019 | — |
| 2010 | 0.019 | — |
| 2009 | 0.139 | — |
| 2008 | -0.185 | — |
| 2007 | -0.001 | — |
| 2006 | 0.071 | — |
| 2005 | 0.158 | — |
| 2004 | 0.039 | — |
| 2003 | 0.104 | — |
| 2002 | -0.098 | — |
| 2001 | -0.078 | — |
| 2000 | -0.003 | — |
| 1999 | 0.089 | — |
| 1998 | 0.075 | — |
| 1997 | 0.121 | — |
| 1996 | 0.183 | — |
| 1995 | 0.017 | — |
| 1994 | -0.124 | — |
| 1993 | 0.123 | — |
| 1992 | 0.039 | — |
| 1991 | 0.069 | — |
| 1990 | -0.143 | — |
| 1989 | 0.017 | — |
| 1988 | 0.109 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.052 | 0.013 | 0.021 | 0.005 |
| 2023 | 0.034 | 0.019 | -0.013 | 0.024 |
| 2022 | -0.035 | -0.070 | -0.024 | 0.018 |
| 2021 | 0.036 | 0.037 | -0.003 | 0.033 |
| 2020 | -0.068 | 0.057 | 0.021 | 0.039 |
| 2019 | 0.068 | 0.024 | 0.020 | 0.021 |
| 2018 | -0.020 | 0.012 | 0.014 | -0.049 |
| 2017 | 0.033 | 0.015 | 0.027 | 0.025 |
| 2016 | -0.029 | 0.022 | 0.021 | 0.009 |
| 2015 | 0.011 | -0.018 | -0.012 | 0.033 |
| 2014 | 0.017 | 0.025 | 0.024 | 0.022 |
| 2013 | 0.064 | -0.002 | 0.026 | 0.022 |
| 2012 | 0.043 | -0.003 | 0.034 | 0.010 |
| 2011 | 0.005 | -0.017 | -0.049 | 0.043 |
| 2010 | 0.030 | -0.047 | 0.023 | 0.014 |
| 2009 | -0.034 | 0.068 | 0.083 | 0.020 |
| 2008 | -0.082 | -0.002 | -0.017 | -0.095 |
| 2007 | 0.010 | 0.020 | -0.007 | -0.023 |
| 2006 | 0.022 | -0.030 | 0.056 | 0.024 |
| 2005 | 0.028 | 0.046 | 0.043 | 0.032 |
| 2004 | 0.029 | -0.006 | -0.005 | 0.021 |
| 2003 | -0.039 | 0.088 | 0.018 | 0.037 |
| 2002 | 0.012 | -0.043 | -0.073 | 0.003 |
| 2001 | -0.041 | 0.014 | -0.091 | 0.043 |
| 2000 | 0.010 | 0 | -0.021 | 0.007 |
| 1999 | 0.032 | 0.014 | -0.034 | 0.078 |
| 1998 | 0.104 | 0.026 | -0.136 | 0.098 |
| 1997 | 0.058 | 0.066 | -0.027 | 0.022 |
| 1996 | 0.079 | 0.026 | -0.023 | 0.094 |
| 1995 | -0.047 | 0.065 | -0.035 | 0.039 |
| 1994 | -0.038 | -0.036 | -0.072 | 0.019 |
| 1993 | 0.069 | 0.025 | -0.040 | 0.068 |
| 1992 | 0.058 | -0.003 | -0.075 | 0.065 |
| 1991 | 0.068 | 0.042 | -0.038 | -0.002 |
| 1990 | -0.046 | 0.023 | -0.053 | -0.073 |
| 1989 | 0.029 | 0.029 | 0.041 | -0.078 |
| 1988 | 0.063 | 0.048 | 0.012 | -0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.029 |
| 5 years | 0.043 |
| 10 years | 0.039 |