Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 54 |
| 1 month | -0.011 | 0 | 67 |
| 3 months | -0.025 | 0 | 44 |
| 1 year | 0.108 | 0 | 60 |
| 3 years | 0.066 | 0 | 53 |
| 5 years | 0.077 | 0 | 80 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.084 | — |
| 2022 | -0.086 | — |
| 2021 | 0.127 | — |
| 2020 | 0.042 | — |
| 2019 | 0.148 | — |
| 2018 | -0.037 | — |
| 2017 | 0.082 | — |
| 2016 | 0.073 | — |
| 2015 | 0.045 | — |
| 2014 | 0.113 | — |
| 2013 | 0.144 | — |
| 2012 | 0.066 | — |
| 2011 | -0.049 | — |
| 2010 | 0.084 | — |
| 2009 | 0.175 | — |
| 2008 | -0.157 | — |
| 2007 | 0.009 | — |
| 2006 | 0.129 | — |
| 2005 | 0.090 | — |
| 2004 | 0.083 | — |
| 2003 | 0.146 | — |
| 2002 | -0.122 | — |
| 2001 | -0.009 | — |
| 2000 | -0.001 | — |
| 1999 | 0.241 | — |
| 1998 | 0.138 | — |
| 1997 | 0.212 | — |
| 1996 | 0.208 | — |
| 1995 | 0.194 | — |
| 1994 | 0.006 | — |
| 1993 | 0.155 | — |
| 1992 | 0.120 | — |
| 1991 | 0.277 | — |
| 1990 | 0.055 | — |
| 1989 | 0.143 | — |
| 1988 | 0.074 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.045 | 0.008 | 0.070 | 0.012 |
| 2023 | 0.035 | 0.005 | -0.022 | 0.066 |
| 2022 | -0.033 | -0.086 | -0.013 | 0.048 |
| 2021 | 0.030 | 0.048 | 0.006 | 0.038 |
| 2020 | -0.144 | 0.103 | 0.037 | 0.065 |
| 2019 | 0.084 | 0.013 | 0.014 | 0.032 |
| 2018 | -0.003 | 0.019 | -0.003 | -0.049 |
| 2017 | 0.030 | 0.005 | 0.006 | 0.039 |
| 2016 | -0.010 | 0.031 | 0.043 | 0.008 |
| 2015 | 0.068 | -0.006 | -0.041 | 0.027 |
| 2014 | 0.041 | 0.033 | 0.013 | 0.022 |
| 2013 | 0.044 | -0.009 | 0.043 | 0.061 |
| 2012 | 0.043 | -0.035 | 0.032 | 0.028 |
| 2011 | 0.014 | -0.016 | -0.088 | 0.045 |
| 2010 | 0.011 | -0.024 | 0.037 | 0.059 |
| 2009 | -0.013 | 0.098 | 0.064 | 0.019 |
| 2008 | -0.018 | 0.005 | -0.068 | -0.083 |
| 2007 | 0.017 | 0.006 | -0.004 | -0.010 |
| 2006 | 0.053 | -0.037 | 0.031 | 0.079 |
| 2005 | 0.007 | 0.022 | 0.035 | 0.023 |
| 2004 | 0.033 | 0.008 | -0.010 | 0.051 |
| 2003 | -0.041 | 0.048 | 0.053 | 0.082 |
| 2002 | 0.007 | -0.079 | -0.106 | 0.059 |
| 2001 | -0.068 | 0.024 | -0.040 | 0.081 |
| 2000 | 0.054 | 0.010 | 0.012 | -0.073 |
| 1999 | 0.053 | 0.043 | -0.023 | 0.157 |
| 1998 | 0.165 | 0.036 | -0.192 | 0.166 |
| 1997 | 0.021 | 0.099 | 0.118 | -0.034 |
| 1996 | 0.051 | 0.023 | 0.043 | 0.076 |
| 1995 | 0.048 | 0.056 | 0.030 | 0.047 |
| 1994 | -0.015 | -0.041 | 0.055 | 0.010 |
| 1993 | 0.020 | 0.046 | 0.022 | 0.059 |
| 1992 | -0.018 | 0.025 | 0.066 | 0.044 |
| 1991 | 0.107 | 0.007 | 0.053 | 0.089 |
| 1990 | -0.020 | 0.053 | -0.055 | 0.082 |
| 1989 | 0.028 | 0.064 | 0.037 | 0.007 |
| 1988 | 0.045 | 0.042 | -0.020 | 0.005 |
| 1987 | -0.089 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.066 |
| 5 years | 0.077 |
| 10 years | 0.051 |