Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.065 | 0 | 94 |
| 1 month | -0.023 | 0 | 81 |
| 3 months | -0.081 | 0 | 93 |
| 1 year | 0.015 | 0 | 78 |
| 3 years | 0.014 | 0 | 75 |
| 5 years | 0.046 | 0 | 36 |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.124 | — |
| 2023 | 0.104 | — |
| 2022 | -0.160 | — |
| 2021 | 0.144 | — |
| 2020 | 0.035 | — |
| 2019 | 0.188 | — |
| 2018 | -0.079 | — |
| 2017 | 0.036 | — |
| 2016 | 0.041 | — |
| 2015 | 0.067 | — |
| 2014 | 0.117 | — |
| 2013 | 0.108 | — |
| 2012 | 0.101 | — |
| 2011 | -0.073 | — |
| 2010 | 0.073 | — |
| 2009 | 0.170 | — |
| 2008 | -0.254 | — |
| 2007 | -0.024 | — |
| 2006 | 0.033 | — |
| 2005 | 0.132 | — |
| 2004 | 0.053 | — |
| 2003 | 0.058 | — |
| 2002 | -0.154 | — |
| 2001 | -0.066 | — |
| 2000 | -0.036 | — |
| 1999 | 0.326 | — |
| 1998 | 0.093 | — |
| 1997 | 0.296 | — |
| 1996 | 0.134 | — |
| 1995 | -0.021 | — |
| 1994 | -0.005 | — |
| 1993 | 0.316 | — |
| 1992 | -0.003 | — |
| 1991 | 0.060 | — |
| 1990 | -0.031 | — |
| 1989 | 0.104 | — |
| 1988 | 0.143 | — |
| 1987 | -0.121 | — |
| 1986 | 0.221 | — |
| 1985 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.053 | 0.015 | 0.021 | 0.030 |
| 2023 | 0.036 | 0.027 | -0.022 | 0.060 |
| 2022 | -0.042 | -0.090 | -0.024 | -0.013 |
| 2021 | 0.051 | 0.028 | 0.006 | 0.053 |
| 2020 | -0.138 | 0.101 | 0.031 | 0.057 |
| 2019 | 0.098 | 0.021 | 0.031 | 0.028 |
| 2018 | -0.021 | 0.023 | 0.022 | -0.100 |
| 2017 | 0.023 | -0.015 | 0.002 | 0.025 |
| 2016 | -0.035 | 0.013 | 0.024 | 0.039 |
| 2015 | 0.119 | -0.047 | -0.056 | 0.059 |
| 2014 | 0.013 | 0.036 | 0.032 | 0.031 |
| 2013 | 0.062 | -0.008 | 0.019 | 0.032 |
| 2012 | 0.066 | -0.013 | 0.048 | -0.001 |
| 2011 | -0.022 | -0.025 | -0.073 | 0.048 |
| 2010 | 0.048 | -0.043 | 0.010 | 0.059 |
| 2009 | -0.047 | 0.093 | 0.087 | 0.034 |
| 2008 | -0.083 | -0.034 | -0.035 | -0.127 |
| 2007 | 0.009 | 0.011 | -0.013 | -0.031 |
| 2006 | 0.013 | -0.037 | 0.038 | 0.020 |
| 2005 | 0.022 | 0.050 | 0.037 | 0.018 |
| 2004 | 0.036 | 0.000 | -0.007 | 0.024 |
| 2003 | -0.053 | 0.072 | 0.015 | 0.027 |
| 2002 | 0.000 | -0.089 | -0.089 | 0.018 |
| 2001 | -0.043 | 0.019 | -0.100 | 0.064 |
| 2000 | 0.041 | -0.027 | 0.002 | -0.051 |
| 1999 | 0.086 | 0.044 | -0.031 | 0.207 |
| 1998 | 0.151 | -0.019 | -0.171 | 0.167 |
| 1997 | 0.112 | 0.135 | 0.048 | -0.020 |
| 1996 | 0.021 | 0.059 | -0.011 | 0.060 |
| 1995 | -0.070 | 0.044 | 0.032 | -0.022 |
| 1994 | 0.068 | -0.024 | -0.011 | -0.035 |
| 1993 | 0.046 | 0.103 | 0.074 | 0.062 |
| 1992 | 0.017 | -0.027 | -0.101 | 0.121 |
| 1991 | 0.075 | 0.022 | -0.015 | -0.021 |
| 1990 | 0.026 | 0.075 | -0.100 | -0.024 |
| 1989 | 0.021 | 0.057 | 0.050 | -0.026 |
| 1988 | 0.040 | 0.009 | 0.048 | 0.039 |
| 1987 | 0.013 | -0.007 | -0.026 | -0.104 |
| 1986 | 0.201 | 0.011 | 0.024 | -0.018 |
| 1985 | 0.083 | 0.081 | 0.057 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.009 |
| 5 years | 0.043 |
| 10 years | 0.027 |