Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.097 | 0 | 89 |
| 1 month | -0.030 | 0 | 29 |
| 3 months | -0.097 | 0 | 89 |
| 1 year | -0.062 | 0 | 80 |
| 3 years | -0.089 | 0 | 83 |
| 5 years | 0.042 | 0 | 86 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.044 | — |
| 2023 | -0.040 | — |
| 2022 | -0.276 | — |
| 2021 | 0.267 | — |
| 2020 | 0.080 | — |
| 2019 | 0.316 | — |
| 2018 | -0.157 | — |
| 2017 | 0.284 | — |
| 2016 | -0.005 | — |
| 2015 | 0.250 | — |
| 2014 | -0.011 | — |
| 2013 | 0.507 | — |
| 2012 | 0.085 | — |
| 2011 | -0.205 | — |
| 2010 | 0.351 | — |
| 2009 | 0.492 | — |
| 2008 | -0.508 | — |
| 2007 | 0.035 | — |
| 2006 | 0.226 | — |
| 2005 | 0.169 | — |
| 2004 | 0.282 | — |
| 2003 | 0.316 | — |
| 2002 | -0.272 | — |
| 2001 | -0.144 | — |
| 2000 | -0.002 | — |
| 1999 | 1.227 | — |
| 1998 | 0.015 | — |
| 1997 | 0.200 | — |
| 1996 | 0.302 | — |
| 1995 | 0.236 | — |
| 1994 | -0.002 | — |
| 1993 | 0.572 | — |
| 1992 | 0.170 | — |
| 1991 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.005 | 0.088 | -0.020 | -0.026 |
| 2023 | -0.092 | -0.036 | -0.022 | 0.120 |
| 2022 | -0.132 | -0.149 | -0.076 | 0.062 |
| 2021 | 0.073 | 0.106 | 0.073 | -0.004 |
| 2020 | -0.271 | 0.150 | 0.005 | 0.282 |
| 2019 | 0.075 | 0.043 | 0.013 | 0.159 |
| 2018 | -0.025 | 0.068 | -0.022 | -0.172 |
| 2017 | 0.047 | 0.096 | 0.024 | 0.093 |
| 2016 | -0.047 | -0.128 | 0.142 | 0.049 |
| 2015 | 0.057 | 0.102 | -0.003 | 0.075 |
| 2014 | 0.053 | -0.074 | -0.016 | 0.031 |
| 2013 | 0.126 | 0.080 | 0.115 | 0.111 |
| 2012 | 0.135 | -0.141 | 0.051 | 0.059 |
| 2011 | -0.040 | -0.012 | -0.141 | -0.025 |
| 2010 | 0.019 | -0.028 | 0.138 | 0.199 |
| 2009 | 0.032 | 0.246 | 0.181 | -0.017 |
| 2008 | -0.079 | 0.052 | -0.293 | -0.282 |
| 2007 | 0.082 | 0.076 | -0.049 | -0.066 |
| 2006 | 0.117 | -0.047 | 0.016 | 0.133 |
| 2005 | 0.108 | -0.012 | 0.075 | -0.006 |
| 2004 | 0.118 | 0.062 | 0.025 | 0.054 |
| 2003 | -0.088 | 0.219 | 0.137 | 0.041 |
| 2002 | 0.005 | -0.081 | -0.219 | 0.010 |
| 2001 | -0.110 | 0.026 | -0.206 | 0.181 |
| 2000 | 0.211 | -0.104 | 0.052 | -0.126 |
| 1999 | 0.157 | 0.064 | 0.076 | 0.682 |
| 1998 | 0.183 | 0.066 | -0.213 | 0.022 |
| 1997 | 0.137 | -0.041 | 0.045 | 0.052 |
| 1996 | 0.116 | 0.118 | -0.004 | 0.048 |
| 1995 | 0.011 | 0.097 | 0.110 | 0.005 |
| 1994 | 0.092 | -0.049 | 0.009 | -0.048 |
| 1993 | 0.169 | 0.073 | 0.108 | 0.131 |
| 1992 | 0.034 | 0.088 | -0.103 | 0.159 |
| 1991 | -0.027 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | -0.089 |
| 5 years | 0.042 |
| 10 years | 0.042 |