Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 58 |
| 1 month | -0.026 | 0 | 34 |
| 3 months | -0.016 | 0 | 27 |
| 1 year | 0.043 | 0 | 31 |
| 3 years | -0.003 | 0 | 42 |
| 5 years | 0.037 | 0 | 29 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | -0.008 | — |
| 2022 | -0.169 | — |
| 2021 | 0.053 | — |
| 2020 | 0.154 | — |
| 2019 | 0.137 | — |
| 2018 | -0.027 | — |
| 2017 | 0.147 | — |
| 2016 | 0.006 | — |
| 2015 | 0.039 | — |
| 2014 | 0.184 | — |
| 2013 | -0.003 | — |
| 2012 | 0.167 | — |
| 2011 | -0.087 | — |
| 2010 | 0.167 | — |
| 2009 | 0.457 | — |
| 2008 | -0.421 | — |
| 2007 | 0.339 | — |
| 2006 | 0.215 | — |
| 2005 | 0.207 | — |
| 2004 | 0.122 | — |
| 2003 | 0.424 | — |
| 2002 | -0.197 | — |
| 2001 | 0.131 | — |
| 2000 | -0.301 | — |
| 1999 | 0.824 | — |
| 1998 | -0.215 | — |
| 1997 | -0.305 | — |
| 1996 | 0.104 | — |
| 1995 | -0.019 | — |
| 1994 | -0.240 | — |
| 1993 | 0.949 | — |
| 1992 | 0.383 | — |
| 1991 | 0.033 | — |
| 1990 | 0.104 | — |
| 1989 | 0.168 | — |
| 1988 | 0.173 | — |
| 1987 | -0.347 | — |
| 1986 | 0.298 | — |
| 1985 | -0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.009 | 0.065 | 0.046 | -0.006 |
| 2023 | 0.018 | 0.019 | -0.050 | 0.006 |
| 2022 | -0.075 | -0.086 | -0.034 | 0.017 |
| 2021 | 0.047 | 0.009 | 0.007 | -0.010 |
| 2020 | -0.176 | 0.147 | 0.049 | 0.164 |
| 2019 | 0.067 | 0.024 | -0.008 | 0.049 |
| 2018 | -0.019 | 0.031 | 0.001 | -0.039 |
| 2017 | 0.062 | 0.012 | 0.008 | 0.059 |
| 2016 | -0.042 | 0.018 | 0.039 | -0.008 |
| 2015 | 0.104 | -0.015 | -0.045 | 0.000 |
| 2014 | 0.011 | 0.070 | 0.052 | 0.041 |
| 2013 | 0.014 | -0.039 | 0.020 | 0.003 |
| 2012 | 0.073 | -0.039 | 0.110 | 0.019 |
| 2011 | -0.028 | 0.000 | -0.077 | 0.018 |
| 2010 | 0.005 | 0.004 | 0.122 | 0.030 |
| 2009 | 0.041 | 0.202 | 0.130 | 0.030 |
| 2008 | -0.125 | -0.076 | -0.137 | -0.170 |
| 2007 | 0.028 | 0.148 | 0.103 | 0.030 |
| 2006 | 0.051 | -0.032 | 0.065 | 0.122 |
| 2005 | 0.016 | 0.073 | 0.078 | 0.028 |
| 2004 | 0.077 | -0.070 | 0.032 | 0.085 |
| 2003 | -0.068 | 0.173 | 0.163 | 0.120 |
| 2002 | 0.088 | -0.088 | -0.164 | -0.033 |
| 2001 | 0.015 | 0.045 | -0.254 | 0.427 |
| 2000 | 0.124 | -0.134 | -0.138 | -0.167 |
| 1999 | 0.039 | 0.368 | -0.103 | 0.431 |
| 1998 | -0.023 | -0.299 | -0.011 | 0.159 |
| 1997 | 0.048 | 0.026 | -0.144 | -0.244 |
| 1996 | 0.059 | -0.013 | -0.006 | 0.063 |
| 1995 | -0.089 | 0.078 | 0.016 | -0.017 |
| 1994 | -0.205 | -0.004 | 0.089 | -0.119 |
| 1993 | 0.097 | 0.115 | 0.154 | 0.381 |
| 1992 | 0.154 | 0.158 | -0.024 | 0.061 |
| 1991 | 0.167 | -0.049 | -0.081 | 0.012 |
| 1990 | 0.311 | 0.065 | -0.165 | -0.054 |
| 1989 | 0.179 | -0.049 | 0.066 | -0.022 |
| 1988 | 0.160 | 0.106 | -0.038 | -0.050 |
| 1987 | 0.177 | 0.116 | 0.067 | -0.534 |
| 1986 | 0.105 | 0.046 | 0.051 | 0.069 |
| 1985 | 0.010 | -0.010 | -0.015 | 0 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.009 |
| 3 years | -0.020 |
| 5 years | 0.026 |
| 10 years | 0.021 |