Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.137 | 0 | 52 |
| 1 month | -0.014 | 0 | 54 |
| 3 months | -0.169 | 0 | 50 |
| 1 year | 0.008 | 0 | 53 |
| 3 years | 0.127 | 0 | 16 |
| 5 years | 0.140 | 0 | 25 |
| 10 years | 0.165 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.357 | — |
| 2023 | 0.416 | — |
| 2022 | -0.267 | — |
| 2021 | 0.199 | — |
| 2020 | 0.365 | — |
| 2019 | 0.353 | — |
| 2018 | -0.015 | — |
| 2017 | 0.308 | — |
| 2016 | 0.265 | — |
| 2015 | 0.100 | — |
| 2014 | 0.173 | — |
| 2013 | 0.232 | — |
| 2012 | 0.080 | — |
| 2011 | -0.037 | — |
| 2010 | 0.178 | — |
| 2009 | 0.450 | — |
| 2008 | -0.227 | — |
| 2007 | 0.222 | — |
| 2006 | -0.029 | — |
| 2005 | 0.199 | — |
| 2004 | -0.020 | — |
| 2003 | 0.282 | — |
| 2002 | -0.481 | — |
| 2001 | -0.461 | — |
| 2000 | -0.181 | — |
| 1999 | 1.887 | — |
| 1998 | 0.448 | — |
| 1997 | 0.142 | — |
| 1996 | -0.006 | — |
| 1995 | 0.578 | — |
| 1994 | 0.024 | — |
| 1993 | 0.291 | — |
| 1992 | 0.369 | — |
| 1991 | 0.368 | — |
| 1990 | -0.148 | — |
| 1989 | 0.368 | — |
| 1988 | 0.237 | — |
| 1987 | -0.110 | — |
| 1986 | 0.413 | — |
| 1985 | 0.258 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.125 | — | — | — |
| 2024 | 0.189 | 0.091 | -0.070 | 0.125 |
| 2023 | 0.159 | 0.085 | 0.009 | 0.115 |
| 2022 | -0.089 | -0.156 | -0.013 | -0.035 |
| 2021 | 0.016 | 0.105 | 0.003 | 0.066 |
| 2020 | -0.069 | 0.244 | 0.074 | 0.097 |
| 2019 | 0.151 | 0.078 | 0.030 | 0.059 |
| 2018 | -0.027 | 0.131 | 0.066 | -0.160 |
| 2017 | 0.121 | 0.033 | 0.049 | 0.077 |
| 2016 | -0.004 | 0.037 | 0.181 | 0.038 |
| 2015 | 0.056 | -0.061 | -0.041 | 0.155 |
| 2014 | -0.009 | 0.028 | 0.068 | 0.079 |
| 2013 | 0.118 | 0.005 | 0.027 | 0.067 |
| 2012 | 0.162 | -0.095 | 0.065 | -0.036 |
| 2011 | 0.012 | -0.026 | -0.070 | 0.050 |
| 2010 | 0.092 | -0.099 | 0.072 | 0.118 |
| 2009 | 0.032 | 0.066 | 0.179 | 0.118 |
| 2008 | -0.167 | 0.017 | -0.056 | -0.033 |
| 2007 | -0.003 | 0.120 | 0.079 | 0.014 |
| 2006 | 0.051 | -0.122 | 0.033 | 0.017 |
| 2005 | -0.030 | 0.068 | 0.062 | 0.089 |
| 2004 | 0.005 | -0.002 | -0.099 | 0.084 |
| 2003 | 0.020 | 0.151 | 0.098 | -0.006 |
| 2002 | -0.088 | -0.304 | -0.262 | 0.108 |
| 2001 | -0.354 | 0.032 | -0.444 | 0.452 |
| 2000 | 0.198 | 0.010 | 0.087 | -0.377 |
| 1999 | 0.203 | 0.181 | 0.127 | 0.804 |
| 1998 | 0.209 | 0.032 | -0.139 | 0.348 |
| 1997 | -0.057 | 0.055 | 0.256 | -0.086 |
| 1996 | 0.006 | 0.014 | 0.031 | -0.055 |
| 1995 | 0.050 | 0.231 | 0.209 | 0.010 |
| 1994 | 0.023 | -0.113 | 0.066 | 0.059 |
| 1993 | 0.014 | 0.082 | 0.149 | 0.024 |
| 1992 | 0.059 | -0.143 | 0.101 | 0.371 |
| 1991 | 0.381 | 0.030 | -0.017 | -0.022 |
| 1990 | 0.059 | 0.036 | -0.296 | 0.102 |
| 1989 | 0.139 | 0.141 | 0.064 | -0.010 |
| 1988 | 0.071 | 0.201 | -0.011 | -0.027 |
| 1987 | 0.238 | 0.044 | 0.074 | -0.358 |
| 1986 | 0.205 | 0.065 | -0.012 | 0.113 |
| 1985 | 0.086 | -0.047 | -0.029 | 0.252 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | 0.108 |
| 5 years | 0.129 |
| 10 years | 0.159 |