Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | 69 |
| 1 month | 0.011 | 0 | 64 |
| 3 months | -0.072 | 0 | 76 |
| 1 year | -0.045 | 0 | 52 |
| 3 years | -0.049 | 0 | 57 |
| 5 years | 0.024 | 0 | 78 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.028 | — |
| 2022 | -0.295 | — |
| 2021 | 0.224 | — |
| 2020 | 0.036 | — |
| 2019 | 0.311 | — |
| 2018 | -0.141 | — |
| 2017 | 0.270 | — |
| 2016 | 0.074 | — |
| 2015 | 0.150 | — |
| 2014 | 0.009 | — |
| 2013 | 0.385 | — |
| 2012 | 0.343 | — |
| 2011 | -0.082 | — |
| 2010 | 0.400 | — |
| 2009 | 0.449 | — |
| 2008 | -0.416 | — |
| 2007 | -0.086 | — |
| 2006 | 0.299 | — |
| 2005 | 0.188 | — |
| 2004 | 0.268 | — |
| 2003 | 0.461 | — |
| 2002 | -0.508 | — |
| 2001 | -0.325 | — |
| 2000 | -0.269 | — |
| 1999 | 1.160 | — |
| 1998 | 0.109 | — |
| 1997 | 0.045 | — |
| 1996 | 0.173 | — |
| 1995 | 0.162 | — |
| 1994 | -0.011 | — |
| 1993 | 0.525 | — |
| 1992 | 0.122 | — |
| 1991 | 0.244 | — |
| 1990 | -0.397 | — |
| 1989 | -0.008 | — |
| 1988 | 0.090 | — |
| 1987 | 0.152 | — |
| 1986 | 0.529 | — |
| 1985 | 0.627 | — |
| 1984 | 0.185 | — |
| 1983 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | — | — | — |
| 2024 | -0.009 | 0.079 | 0.018 | -0.047 |
| 2023 | 0.005 | -0.053 | -0.030 | 0.113 |
| 2022 | -0.157 | -0.148 | -0.113 | 0.107 |
| 2021 | 0.071 | 0.092 | 0.036 | 0.011 |
| 2020 | -0.319 | 0.175 | 0.037 | 0.247 |
| 2019 | 0.087 | 0.051 | -0.009 | 0.159 |
| 2018 | -0.047 | 0.091 | -0.014 | -0.162 |
| 2017 | 0.059 | 0.075 | 0.051 | 0.063 |
| 2016 | -0.021 | -0.085 | 0.159 | 0.035 |
| 2015 | 0.068 | 0.067 | -0.022 | 0.033 |
| 2014 | 0.028 | -0.057 | -0.003 | 0.044 |
| 2013 | 0.145 | -0.002 | 0.094 | 0.108 |
| 2012 | 0.177 | -0.027 | 0.099 | 0.067 |
| 2011 | 0.033 | 0.028 | -0.176 | 0.049 |
| 2010 | 0.071 | -0.018 | 0.184 | 0.125 |
| 2009 | -0.026 | 0.183 | 0.275 | -0.014 |
| 2008 | -0.038 | -0.059 | -0.179 | -0.215 |
| 2007 | 0.066 | -0.013 | -0.072 | -0.065 |
| 2006 | 0.128 | -0.037 | 0.052 | 0.136 |
| 2005 | 0.031 | 0.003 | 0.064 | 0.080 |
| 2004 | 0.106 | 0.017 | 0.011 | 0.115 |
| 2003 | -0.044 | 0.268 | 0.126 | 0.069 |
| 2002 | -0.101 | -0.241 | -0.277 | -0.001 |
| 2001 | -0.115 | -0.128 | -0.326 | 0.297 |
| 2000 | 0.102 | -0.236 | 0.181 | -0.265 |
| 1999 | 0.179 | 0.067 | 0.051 | 0.633 |
| 1998 | 0.208 | 0.103 | -0.224 | 0.074 |
| 1997 | 0.043 | -0.062 | 0.049 | 0.018 |
| 1996 | 0.055 | 0.090 | 0.006 | 0.014 |
| 1995 | -0.004 | 0.060 | 0.104 | -0.002 |
| 1994 | 0.025 | -0.023 | 0.023 | -0.033 |
| 1993 | 0.238 | 0.091 | 0.075 | 0.049 |
| 1992 | 0.013 | 0.134 | -0.111 | 0.098 |
| 1991 | 0.302 | -0.032 | 0.063 | -0.071 |
| 1990 | -0.111 | -0.005 | -0.260 | -0.079 |
| 1989 | 0.187 | -0.003 | -0.023 | -0.143 |
| 1988 | 0.077 | 0.105 | -0.029 | -0.057 |
| 1987 | 0.332 | 0.268 | 0.134 | -0.399 |
| 1986 | 0.238 | 0.144 | -0.010 | 0.090 |
| 1985 | 0.264 | -0.007 | 0.121 | 0.157 |
| 1984 | 0.111 | -0.114 | 0.049 | 0.148 |
| 1983 | 0.059 | -0.028 | -0.039 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.093 |
| 3 years | -0.065 |
| 5 years | 0.013 |
| 10 years | 0.030 |