Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 86 |
| 1 month | -0.031 | 0 | 73 |
| 3 months | 0.005 | 0 | 86 |
| 1 year | 0.032 | 0 | 90 |
| 3 years | 0.038 | 0 | 86 |
| 5 years | 0.087 | 0 | 86 |
| 10 years | -0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.042 | — |
| 2023 | 0.101 | — |
| 2022 | -0.066 | — |
| 2021 | 0.179 | — |
| 2020 | -0.271 | — |
| 2019 | 0.151 | — |
| 2018 | -0.159 | — |
| 2017 | 0.073 | — |
| 2016 | -0.071 | — |
| 2015 | 0.067 | — |
| 2014 | 0.070 | — |
| 2013 | 0.339 | — |
| 2012 | 0.314 | — |
| 2011 | -0.124 | — |
| 2010 | 0.217 | — |
| 2009 | 0.356 | — |
| 2008 | -0.392 | — |
| 2007 | 0.024 | — |
| 2006 | 0.284 | — |
| 2005 | 0.266 | — |
| 2004 | 0.210 | — |
| 2003 | 0.221 | — |
| 2002 | -0.273 | — |
| 2001 | -0.181 | — |
| 2000 | 0.160 | — |
| 1999 | 0.171 | — |
| 1998 | 0.159 | — |
| 1997 | 0.169 | — |
| 1996 | 0.217 | — |
| 1995 | 0.460 | — |
| 1994 | -0.029 | — |
| 1993 | 0.441 | — |
| 1992 | 0.161 | — |
| 1991 | 0.147 | — |
| 1990 | -0.149 | — |
| 1989 | 0.295 | — |
| 1988 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.014 | 0.023 | 0.020 | -0.016 |
| 2023 | 0.050 | 0.012 | -0.001 | 0.037 |
| 2022 | -0.038 | -0.069 | -0.009 | 0.052 |
| 2021 | 0.027 | 0.074 | 0.018 | 0.049 |
| 2020 | -0.389 | 0.155 | -0.025 | 0.060 |
| 2019 | 0.090 | -0.002 | -0.053 | 0.116 |
| 2018 | -0.044 | 0.091 | -0.033 | -0.167 |
| 2017 | 0.068 | 0.012 | -0.003 | -0.004 |
| 2016 | -0.086 | -0.128 | 0.112 | 0.047 |
| 2015 | 0.057 | 0.038 | -0.062 | 0.037 |
| 2014 | 0.002 | -0.025 | 0.015 | 0.080 |
| 2013 | 0.110 | 0.030 | 0.078 | 0.087 |
| 2012 | 0.158 | -0.059 | 0.106 | 0.090 |
| 2011 | -0.010 | 0.003 | -0.139 | 0.024 |
| 2010 | 0.103 | -0.114 | 0.160 | 0.074 |
| 2009 | -0.072 | 0.179 | 0.252 | -0.010 |
| 2008 | -0.094 | -0.029 | -0.196 | -0.141 |
| 2007 | 0.040 | 0.035 | -0.024 | -0.025 |
| 2006 | 0.154 | -0.017 | 0.049 | 0.080 |
| 2005 | 0.034 | 0.001 | 0.116 | 0.096 |
| 2004 | 0.079 | 0.002 | 0.031 | 0.086 |
| 2003 | -0.071 | 0.151 | 0.039 | 0.099 |
| 2002 | -0.011 | -0.119 | -0.188 | 0.028 |
| 2001 | -0.096 | 0.031 | -0.204 | 0.103 |
| 2000 | 0.009 | 0.047 | 0.024 | 0.072 |
| 1999 | 0.105 | 0.049 | -0.038 | 0.050 |
| 1998 | 0.160 | 0.025 | -0.124 | 0.113 |
| 1997 | 0.071 | -0.014 | 0.083 | 0.022 |
| 1996 | 0.064 | 0.080 | 0.012 | 0.047 |
| 1995 | 0.042 | 0.100 | 0.144 | 0.113 |
| 1994 | -0.035 | -0.051 | 0.063 | -0.002 |
| 1993 | 0.076 | 0.070 | 0.132 | 0.106 |
| 1992 | -0.050 | 0.104 | -0.020 | 0.128 |
| 1991 | 0.144 | -0.015 | 0.087 | -0.064 |
| 1990 | -0.055 | 0.057 | -0.184 | 0.044 |
| 1989 | 0.167 | 0.080 | 0.045 | -0.017 |
| 1988 | 0.132 | 0.035 | 0.008 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.038 |
| 5 years | 0.087 |
| 10 years | -0.010 |