Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 16 |
| 1 month | 0.000 | 0 | 49 |
| 3 months | 0.011 | 0 | 12 |
| 1 year | 0.091 | 0 | 10 |
| 3 years | 0.036 | 0 | 52 |
| 5 years | 0.058 | 0 | 38 |
| 10 years | 0.041 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.054 | — |
| 2022 | -0.158 | — |
| 2021 | 0.050 | — |
| 2020 | 0.175 | — |
| 2019 | 0.161 | — |
| 2018 | -0.101 | — |
| 2017 | 0.230 | — |
| 2016 | 0.044 | — |
| 2015 | -0.029 | — |
| 2014 | 0.049 | — |
| 2013 | 0.100 | — |
| 2012 | 0.152 | — |
| 2011 | -0.089 | — |
| 2010 | 0.134 | — |
| 2009 | 0.342 | — |
| 2008 | -0.300 | — |
| 2007 | 0.146 | — |
| 2006 | 0.211 | — |
| 2005 | 0.099 | — |
| 2004 | 0.165 | — |
| 2003 | 0.286 | — |
| 2002 | -0.107 | — |
| 2001 | -0.097 | — |
| 2000 | -0.129 | — |
| 1999 | 0.272 | — |
| 1998 | 0.120 | — |
| 1997 | -0.085 | — |
| 1996 | 0.197 | — |
| 1995 | 0.148 | — |
| 1994 | -0.137 | — |
| 1993 | 0.538 | — |
| 1992 | 0.050 | — |
| 1991 | 0.158 | — |
| 1990 | -0.052 | — |
| 1989 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.031 | 0.012 | 0.082 | -0.040 |
| 2023 | 0.056 | -0.016 | -0.031 | 0.045 |
| 2022 | -0.063 | -0.080 | -0.103 | 0.088 |
| 2021 | 0.029 | 0.038 | -0.022 | 0.005 |
| 2020 | -0.139 | 0.129 | 0.072 | 0.128 |
| 2019 | 0.086 | 0.015 | -0.009 | 0.062 |
| 2018 | 0.005 | -0.023 | -0.001 | -0.084 |
| 2017 | 0.063 | 0.053 | 0.045 | 0.052 |
| 2016 | 0.001 | 0.009 | 0.055 | -0.020 |
| 2015 | 0.028 | 0.004 | -0.090 | 0.034 |
| 2014 | 0.010 | 0.037 | -0.005 | 0.007 |
| 2013 | 0.041 | -0.022 | 0.042 | 0.038 |
| 2012 | 0.091 | -0.038 | 0.062 | 0.034 |
| 2011 | 0.020 | -0.001 | -0.140 | 0.039 |
| 2010 | 0.021 | -0.049 | 0.110 | 0.053 |
| 2009 | -0.047 | 0.207 | 0.112 | 0.049 |
| 2008 | -0.062 | -0.017 | -0.136 | -0.122 |
| 2007 | 0.036 | 0.051 | 0.051 | 0.002 |
| 2006 | 0.064 | 0.000 | 0.051 | 0.083 |
| 2005 | -0.003 | 0.024 | 0.051 | 0.024 |
| 2004 | 0.050 | -0.024 | 0.035 | 0.099 |
| 2003 | -0.022 | 0.125 | 0.070 | 0.093 |
| 2002 | -0.004 | -0.031 | -0.123 | 0.056 |
| 2001 | -0.101 | 0.001 | -0.127 | 0.150 |
| 2000 | -0.004 | -0.059 | -0.058 | -0.014 |
| 1999 | 0.018 | 0.084 | -0.025 | 0.182 |
| 1998 | 0.074 | -0.058 | -0.051 | 0.167 |
| 1997 | -0.028 | 0.123 | -0.022 | -0.143 |
| 1996 | 0.057 | 0.016 | 0.014 | 0.099 |
| 1995 | 0.020 | 0.056 | 0.037 | 0.027 |
| 1994 | -0.125 | 0.005 | 0.051 | -0.067 |
| 1993 | 0.081 | 0.068 | 0.084 | 0.228 |
| 1992 | -0.003 | 0.082 | -0.033 | 0.005 |
| 1991 | 0.081 | -0.025 | 0.048 | 0.049 |
| 1990 | -0.046 | 0.058 | -0.156 | 0.114 |
| 1989 | 0.003 | 0.076 | 0.037 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.019 |
| 5 years | 0.047 |
| 10 years | 0.036 |