Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.088 | 0.044 | 14 |
| 1 month | 0.027 | -0.040 | 3 |
| 3 months | 0.107 | 0.041 | 14 |
| 1 year | 0.082 | 0.144 | 51 |
| 3 years | 0.095 | 0.060 | 72 |
| 5 years | 0.120 | 0.092 | 74 |
| 10 years | 0.072 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.090 | 0.116 |
| 2022 | -0.080 | -0.059 |
| 2021 | 0.209 | 0.262 |
| 2020 | 0.064 | 0.029 |
| 2019 | 0.213 | 0.250 |
| 2018 | -0.117 | -0.085 |
| 2017 | 0.161 | 0.159 |
| 2016 | 0.095 | 0.148 |
| 2015 | -0.054 | -0.040 |
| 2014 | 0.079 | 0.102 |
| 2013 | 0.316 | 0.312 |
| 2012 | 0.112 | 0.146 |
| 2011 | 0.075 | -0.007 |
| 2010 | 0.117 | 0.137 |
| 2009 | 0.157 | 0.241 |
| 2008 | -0.296 | -0.371 |
| 2007 | 0.021 | 0.014 |
| 2006 | 0.230 | 0.182 |
| 2005 | 0.033 | 0.060 |
| 2004 | 0.132 | 0.130 |
| 2003 | 0.243 | 0.284 |
| 2002 | -0.192 | -0.187 |
| 2001 | -0.111 | -0.050 |
| 2000 | -0.110 | 0.079 |
| 1999 | 0.176 | 0.067 |
| 1998 | 0.158 | 0.120 |
| 1997 | 0.251 | 0.266 |
| 1996 | 0.222 | 0.201 |
| 1995 | 0.338 | 0.324 |
| 1994 | -0.039 | -0.007 |
| 1993 | 0.202 | — |
| 1992 | 0.096 | — |
| 1991 | 0.422 | — |
| 1990 | -0.125 | — |
| 1989 | 0.084 | — |
| 1988 | 0.361 | — |
| 1987 | -0.091 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.044 | — | — |
| 2024 | 0.105 | -0.018 | 0.075 | -0.032 |
| 2023 | -0.008 | 0.043 | -0.041 | 0.099 |
| 2022 | 0.002 | -0.116 | -0.063 | 0.108 |
| 2021 | 0.101 | 0.050 | -0.011 | 0.057 |
| 2020 | -0.252 | 0.150 | 0.068 | 0.158 |
| 2019 | 0.103 | 0.022 | 0.007 | 0.068 |
| 2018 | -0.009 | 0.007 | 0.037 | -0.147 |
| 2017 | 0.035 | 0.007 | 0.043 | 0.069 |
| 2016 | -0.024 | 0.015 | 0.028 | 0.075 |
| 2015 | 0.003 | -0.006 | -0.082 | 0.034 |
| 2014 | 0.018 | 0.047 | -0.020 | 0.033 |
| 2013 | 0.102 | 0.025 | 0.047 | 0.112 |
| 2012 | 0.095 | -0.026 | 0.046 | -0.002 |
| 2011 | 0.065 | 0.001 | -0.101 | 0.122 |
| 2010 | 0.043 | -0.108 | 0.097 | 0.095 |
| 2009 | -0.108 | 0.093 | 0.130 | 0.049 |
| 2008 | -0.069 | -0.054 | -0.048 | -0.161 |
| 2007 | 0.001 | 0.058 | -0.005 | -0.031 |
| 2006 | 0.047 | 0.020 | 0.077 | 0.070 |
| 2005 | -0.016 | 0.006 | 0.017 | 0.026 |
| 2004 | 0.026 | 0.004 | 0.002 | 0.096 |
| 2003 | -0.067 | 0.170 | 0.002 | 0.136 |
| 2002 | 0.009 | -0.131 | -0.147 | 0.080 |
| 2001 | -0.102 | 0.028 | -0.114 | 0.087 |
| 2000 | 0.074 | -0.050 | 0.010 | -0.136 |
| 1999 | 0.025 | 0.072 | -0.062 | 0.141 |
| 1998 | 0.078 | 0.016 | -0.091 | 0.164 |
| 1997 | 0.023 | 0.154 | 0.061 | -0.001 |
| 1996 | 0.052 | 0.032 | 0.045 | 0.076 |
| 1995 | 0.080 | 0.079 | 0.077 | 0.066 |
| 1994 | -0.041 | 0.004 | 0.037 | -0.037 |
| 1993 | 0.095 | 0.026 | 0.059 | 0.010 |
| 1992 | 0.011 | 0.016 | 0.034 | 0.032 |
| 1991 | 0.186 | 0.054 | 0.078 | 0.055 |
| 1990 | -0.047 | 0.037 | -0.098 | -0.018 |
| 1989 | 0.067 | 0.039 | 0.020 | -0.041 |
| 1988 | 0.133 | 0.048 | 0.022 | 0.122 |
| 1987 | 0.063 | -0.018 | -0.009 | -0.122 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.074 |
| 5 years | 0.108 |
| 10 years | 0.066 |