Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.076 | 0 | 25 |
| 1 month | 0.010 | 0 | 17 |
| 3 months | 0.005 | 0 | 25 |
| 1 year | 0.099 | 0 | 18 |
| 3 years | 0.114 | 0 | 24 |
| 5 years | 0.138 | 0 | 20 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.228 | — |
| 2022 | -0.145 | — |
| 2021 | 0.290 | — |
| 2020 | -0.021 | — |
| 2019 | 0.238 | — |
| 2018 | -0.166 | — |
| 2017 | 0.106 | — |
| 2016 | 0.044 | — |
| 2015 | 0.174 | — |
| 2014 | 0.051 | — |
| 2013 | 0.360 | — |
| 2012 | 0.254 | — |
| 2011 | -0.076 | — |
| 2010 | 0.000 | — |
| 2009 | 0.307 | — |
| 2008 | -0.459 | — |
| 2007 | 0.013 | — |
| 2006 | 0.178 | — |
| 2005 | 0.287 | — |
| 2004 | 0.109 | — |
| 2003 | 0.184 | — |
| 2002 | -0.319 | — |
| 2001 | -0.208 | — |
| 2000 | 0.126 | — |
| 1999 | 0.866 | — |
| 1998 | 0.264 | — |
| 1997 | 0.334 | — |
| 1996 | 0.365 | — |
| 1995 | 0.023 | — |
| 1994 | -0.079 | — |
| 1993 | 0.422 | — |
| 1992 | -0.059 | — |
| 1991 | -0.037 | — |
| 1990 | -0.306 | — |
| 1989 | 0.380 | — |
| 1988 | 0.303 | — |
| 1987 | -0.288 | — |
| 1986 | 0.163 | — |
| 1985 | 0.404 | — |
| 1984 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.066 | — | — | — |
| 2024 | 0.073 | 0.016 | 0.024 | -0.015 |
| 2023 | 0.130 | 0.022 | -0.014 | 0.079 |
| 2022 | -0.076 | -0.127 | -0.044 | 0.107 |
| 2021 | 0.163 | 0.038 | 0.020 | 0.048 |
| 2020 | -0.261 | 0.211 | -0.006 | 0.100 |
| 2019 | 0.124 | 0.028 | 0.017 | 0.053 |
| 2018 | -0.042 | 0.010 | 0.014 | -0.150 |
| 2017 | 0.049 | 0.026 | 0.038 | -0.010 |
| 2016 | -0.038 | -0.054 | 0.058 | 0.084 |
| 2015 | 0.182 | -0.016 | -0.079 | 0.096 |
| 2014 | 0.067 | 0 | -0.019 | 0.004 |
| 2013 | 0.070 | 0.032 | 0.116 | 0.103 |
| 2012 | 0.095 | -0.050 | 0.127 | 0.070 |
| 2011 | 0.011 | 0.006 | -0.139 | 0.055 |
| 2010 | 0.029 | -0.100 | 0.011 | 0.067 |
| 2009 | -0.086 | 0.178 | 0.174 | 0.034 |
| 2008 | -0.153 | -0.066 | -0.149 | -0.196 |
| 2007 | 0.036 | 0.059 | -0.037 | -0.041 |
| 2006 | 0.095 | -0.056 | 0.069 | 0.066 |
| 2005 | 0.062 | 0.061 | 0.085 | 0.053 |
| 2004 | 0.029 | 0.030 | -0.016 | 0.063 |
| 2003 | -0.120 | 0.168 | 0.044 | 0.104 |
| 2002 | 0.010 | -0.142 | -0.221 | 0.009 |
| 2001 | -0.135 | 0.004 | -0.207 | 0.149 |
| 2000 | 0.183 | 0.002 | 0.031 | -0.078 |
| 1999 | 0.141 | 0.136 | -0.036 | 0.492 |
| 1998 | 0.298 | 0.070 | -0.239 | 0.196 |
| 1997 | 0.155 | 0.111 | 0.046 | -0.006 |
| 1996 | 0.079 | 0.151 | 0.021 | 0.076 |
| 1995 | -0.122 | 0.141 | 0.069 | -0.045 |
| 1994 | 0.001 | -0.081 | 0.020 | -0.019 |
| 1993 | 0.069 | 0.066 | 0.094 | 0.141 |
| 1992 | 0.123 | -0.115 | -0.138 | 0.099 |
| 1991 | 0.149 | 0.028 | -0.093 | -0.101 |
| 1990 | 0.053 | 0.024 | -0.284 | -0.103 |
| 1989 | 0.116 | 0.164 | 0.090 | -0.025 |
| 1988 | 0.017 | 0.121 | 0.032 | 0.107 |
| 1987 | 0.047 | -0.040 | 0.160 | -0.390 |
| 1986 | 0.180 | -0.011 | 0.072 | -0.070 |
| 1985 | 0.082 | 0.084 | 0.046 | 0.145 |
| 1984 | 0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.095 |
| 5 years | 0.126 |
| 10 years | 0.059 |