Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.025 | 0.108 | 73 |
1 month | -0.009 | 0.044 | 94 |
3 months | 0.043 | 0.070 | 98 |
1 year | -0.007 | 0.482 | 94 |
3 years | 0.106 | 0.213 | 50 |
5 years | 0.111 | 0.202 | 17 |
10 years | 0.125 | 0.141 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.076 | — |
2023 | 0.221 | — |
2022 | -0.096 | — |
2021 | 0.199 | — |
2020 | 0.200 | 0.393 |
2019 | 0.353 | 0.325 |
2018 | 0.047 | -0.067 |
2017 | 0.198 | 0.239 |
2016 | 0.109 | 0.060 |
2015 | 0.030 | -0.009 |
2014 | 0.079 | 0.070 |
2013 | 0.309 | 0.349 |
2012 | 0.146 | 0.141 |
2011 | 0.057 | -0.040 |
2010 | 0.256 | 0.246 |
2009 | 0.095 | 0.391 |
2008 | -0.493 | -0.438 |
2007 | 0.195 | 0.151 |
2006 | 0.040 | 0.090 |
2005 | 0.103 | 0.098 |
2004 | 0.121 | 0.132 |
2003 | 0.163 | 0.360 |
2002 | -0.254 | -0.272 |
2001 | -0.128 | -0.200 |
2000 | -0.154 | -0.048 |
1999 | 0.267 | 0.605 |
1998 | 0.203 | 0.188 |
1997 | 0.216 | 0.180 |
1996 | 0.225 | 0.181 |
1995 | 0.321 | 0.346 |
1994 | -0.045 | -0.018 |
1993 | 0.068 | 0.139 |
1992 | 0.047 | 0.071 |
1991 | 0.529 | 0.497 |
1990 | -0.008 | -0.054 |
1989 | 0.314 | 0.299 |
1988 | 0.097 | 0.135 |
1987 | 0.052 | 0.019 |
1986 | 0.166 | 0.144 |
1985 | 0.346 | 0.307 |
1984 | -0.147 | -0.068 |
1983 | -0.013 | 0.215 |
1982 | 0.289 | 0.286 |
1981 | 0.024 | -0.049 |
1980 | 0.416 | 0.460 |
1979 | 0.440 | 0.382 |
1978 | 0.193 | 0.148 |
1977 | 0.095 | 0.027 |
1976 | 0.426 | 0.227 |
1975 | 0.389 | 0.325 |
1974 | -0.224 | -0.297 |
1973 | -0.297 | -0.285 |
1972 | 0.105 | 0.264 |
1971 | 0.168 | 0.280 |
1970 | -0.251 | -0.152 |
1969 | -0.212 | -0.166 |
1968 | 0.168 | 0.160 |
1967 | 0.687 | 0.559 |
1966 | 0.005 | -0.048 |
1965 | 0.278 | 0.242 |
1964 | 0.087 | 0.116 |
1963 | 0.348 | 0.182 |
1962 | -0.077 | -0.191 |
1961 | 0.283 | 0.228 |
1960 | -0.032 | -0.013 |
1959 | 0.093 | 0.107 |
1958 | 0.426 | 0.478 |
1957 | -0.156 | -0.159 |
1956 | 0.002 | 0.063 |
1955 | 0.031 | 0.159 |
1954 | 0.529 | 0.486 |
1953 | 0.032 | -0.062 |
1952 | 0.049 | 0.076 |
1951 | 0.112 | 0.118 |
1950 | — | 0.279 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.007 | 0.041 | — | — |
2024 | 0.076 | -0.025 | 0.099 | -0.067 |
2023 | 0.069 | 0.048 | -0.040 | 0.136 |
2022 | -0.054 | -0.120 | -0.024 | 0.114 |
2021 | 0.010 | 0.068 | -0.001 | 0.112 |
2020 | -0.168 | 0.169 | 0.075 | 0.147 |
2019 | 0.176 | 0.086 | 0.018 | 0.040 |
2018 | 0.024 | 0.034 | 0.117 | -0.114 |
2017 | 0.067 | 0.051 | 0.025 | 0.043 |
2016 | 0.029 | 0.045 | 0.018 | 0.013 |
2015 | 0.035 | -0.006 | -0.049 | 0.053 |
2014 | 0.014 | 0.027 | -0.021 | 0.058 |
2013 | 0.098 | 0.009 | 0.077 | 0.097 |
2012 | 0.124 | -0.034 | 0.042 | 0.014 |
2011 | 0.098 | 0.038 | -0.139 | 0.078 |
2010 | 0.076 | -0.076 | 0.127 | 0.121 |
2009 | -0.092 | 0.053 | 0.091 | 0.049 |
2008 | -0.147 | 0.050 | -0.217 | -0.278 |
2007 | 0.034 | 0.067 | 0.052 | 0.030 |
2006 | 0.099 | -0.066 | -0.047 | 0.064 |
2005 | -0.018 | 0.045 | 0.063 | 0.011 |
2004 | 0.011 | 0.003 | -0.025 | 0.133 |
2003 | -0.007 | 0.093 | 0.013 | 0.058 |
2002 | 0.001 | -0.130 | -0.133 | -0.011 |
2001 | -0.123 | 0.061 | -0.164 | 0.121 |
2000 | 0.047 | -0.050 | 0.000 | -0.148 |
1999 | 0.098 | 0.029 | -0.044 | 0.175 |
1998 | 0.089 | 0.026 | -0.132 | 0.239 |
1997 | -0.028 | 0.150 | 0.114 | -0.024 |
1996 | 0.086 | 0.054 | 0.045 | 0.023 |
1995 | 0.089 | 0.071 | 0.100 | 0.030 |
1994 | -0.043 | -0.056 | 0.065 | -0.007 |
1993 | 0.020 | 0.035 | 0.042 | -0.030 |
1992 | -0.060 | -0.063 | 0.077 | 0.104 |
1991 | 0.189 | -0.021 | 0.095 | 0.200 |
1990 | -0.024 | 0.092 | -0.146 | 0.091 |
1989 | 0.065 | 0.076 | 0.150 | -0.003 |
1988 | 0.059 | 0.049 | -0.032 | 0.019 |
1987 | 0.208 | 0.006 | 0.068 | -0.190 |
1986 | 0.194 | 0.083 | -0.159 | 0.072 |
1985 | 0.128 | 0.095 | -0.095 | 0.204 |
1984 | -0.131 | -0.058 | 0.017 | 0.024 |
1983 | 0.039 | 0.100 | -0.094 | -0.048 |
1982 | -0.005 | 0.012 | 0.147 | 0.115 |
1981 | 0.040 | 0.035 | -0.106 | 0.064 |
1980 | -0.087 | 0.154 | 0.242 | 0.082 |
1979 | 0.052 | 0.077 | 0.166 | 0.090 |
1978 | 0.040 | 0.143 | 0.108 | -0.094 |
1977 | -0.028 | 0.065 | -0.006 | 0.064 |
1976 | 0.376 | 0.013 | -0.043 | 0.070 |
1975 | 0.345 | 0.197 | -0.140 | 0.004 |
1974 | 0.067 | -0.126 | -0.175 | 0.010 |
1973 | -0.158 | -0.186 | 0.259 | -0.186 |
1972 | 0.132 | -0.076 | 0.019 | 0.036 |
1971 | 0.275 | -0.009 | -0.037 | -0.040 |
1970 | -0.083 | -0.305 | 0.228 | -0.043 |
1969 | -0.056 | -0.114 | -0.066 | 0.009 |
1968 | -0.110 | 0.156 | 0.067 | 0.064 |
1967 | 0.209 | 0.142 | 0.085 | 0.127 |
1966 | 0.085 | -0.037 | -0.101 | 0.070 |
1965 | 0.069 | -0.035 | 0.101 | 0.125 |
1964 | 0.052 | -0.014 | 0.046 | 0.002 |
1963 | 0.067 | 0.108 | 0.071 | 0.065 |
1962 | 0.037 | -0.220 | 0.009 | 0.130 |
1961 | 0.198 | -0.033 | 0.040 | 0.065 |
1960 | -0.050 | 0.042 | -0.061 | 0.041 |
1959 | 0.058 | 0.058 | -0.102 | 0.087 |
1958 | 0.124 | 0.088 | 0.107 | 0.053 |
1957 | -0.028 | 0.007 | -0.089 | -0.054 |
1956 | 0.011 | 0.006 | -0.014 | -0.002 |
1955 | 0.036 | 0.021 | -0.041 | 0.017 |
1954 | 0.072 | 0.069 | 0.141 | 0.169 |
1953 | 0.018 | -0.030 | -0.005 | 0.051 |
1952 | 0.013 | 0.023 | -0.014 | 0.028 |
1951 | 0.056 | -0.020 | 0.066 | 0.008 |
1950 | -0.013 | 0.159 | 0.103 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.007 |
3 years | 0.106 |
5 years | 0.111 |
10 years | 0.125 |