Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 9 |
| 1 month | -0.026 | 0 | 16 |
| 3 months | 0.039 | 0 | 9 |
| 1 year | 0.040 | 0 | 34 |
| 3 years | 0.045 | 0 | 57 |
| 5 years | 0.080 | 0 | 61 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.039 | — |
| 2023 | 0.101 | — |
| 2022 | -0.075 | — |
| 2021 | 0.114 | — |
| 2020 | 0.011 | — |
| 2019 | 0.143 | — |
| 2018 | -0.111 | — |
| 2017 | 0.081 | — |
| 2016 | 0.055 | — |
| 2015 | 0.136 | — |
| 2014 | 0.089 | — |
| 2013 | 0.195 | — |
| 2012 | 0.078 | — |
| 2011 | -0.061 | — |
| 2010 | -0.033 | — |
| 2009 | 0.153 | — |
| 2008 | -0.274 | — |
| 2007 | 0.044 | — |
| 2006 | 0.123 | — |
| 2005 | 0.164 | — |
| 2004 | 0.051 | — |
| 2003 | 0.137 | — |
| 2002 | -0.253 | — |
| 2001 | -0.071 | — |
| 2000 | -0.108 | — |
| 1999 | 0.095 | — |
| 1998 | 0.155 | — |
| 1997 | 0.254 | — |
| 1996 | 0.327 | — |
| 1995 | 0.042 | — |
| 1994 | -0.020 | — |
| 1993 | 0.207 | — |
| 1992 | 0.045 | — |
| 1991 | 0.071 | — |
| 1990 | 0.092 | — |
| 1989 | 0.083 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.038 | 0.005 | 0.017 | -0.020 |
| 2023 | 0.049 | 0.013 | -0.013 | 0.049 |
| 2022 | -0.038 | -0.056 | -0.030 | 0.050 |
| 2021 | 0.066 | 0.016 | -0.007 | 0.036 |
| 2020 | -0.157 | 0.101 | 0.004 | 0.085 |
| 2019 | 0.067 | 0.022 | 0.020 | 0.028 |
| 2018 | -0.021 | 0.003 | -0.005 | -0.090 |
| 2017 | 0.038 | 0.016 | 0.022 | 0.003 |
| 2016 | -0.040 | -0.015 | 0.047 | 0.067 |
| 2015 | 0.154 | -0.012 | -0.041 | 0.039 |
| 2014 | 0.034 | 0.032 | 0.012 | 0.008 |
| 2013 | 0.029 | 0.005 | 0.086 | 0.064 |
| 2012 | 0.033 | -0.034 | 0.059 | 0.021 |
| 2011 | 0.019 | -0.004 | -0.117 | 0.047 |
| 2010 | -0.012 | -0.086 | 0.044 | 0.025 |
| 2009 | -0.112 | 0.112 | 0.158 | 0.009 |
| 2008 | -0.115 | -0.022 | -0.068 | -0.099 |
| 2007 | 0.000 | 0.052 | -0.011 | 0.004 |
| 2006 | 0.063 | -0.030 | 0.048 | 0.040 |
| 2005 | 0.015 | 0.057 | 0.066 | 0.019 |
| 2004 | 0.008 | -0.005 | -0.017 | 0.066 |
| 2003 | -0.069 | 0.105 | -0.006 | 0.113 |
| 2002 | -0.010 | -0.127 | -0.149 | 0.016 |
| 2001 | -0.046 | -0.008 | -0.121 | 0.117 |
| 2000 | 0.042 | -0.073 | 0.000 | -0.077 |
| 1999 | -0.010 | 0.018 | -0.045 | 0.137 |
| 1998 | 0.175 | 0.003 | -0.095 | 0.083 |
| 1997 | 0.052 | 0.149 | 0.020 | 0.017 |
| 1996 | 0.043 | 0.083 | 0.024 | 0.147 |
| 1995 | -0.036 | 0.033 | 0.020 | 0.025 |
| 1994 | 0.009 | -0.026 | 0.007 | -0.010 |
| 1993 | 0.021 | 0.054 | 0.022 | 0.098 |
| 1992 | 0.032 | 0.016 | -0.029 | 0.026 |
| 1991 | 0.035 | 0.023 | 0.006 | 0.007 |
| 1990 | 0.016 | 0.043 | 0.014 | 0.017 |
| 1989 | 0.024 | 0.042 | 0.025 | -0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.045 |
| 5 years | 0.080 |
| 10 years | 0.035 |