Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.122 | 0 | 13 |
| 1 month | 0.030 | 0 | 82 |
| 3 months | 0.067 | 0 | 79 |
| 1 year | 0.184 | 0 | 7 |
| 3 years | 0.115 | 0 | 75 |
| 5 years | 0.100 | 0 | 54 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.090 | — |
| 2022 | -0.071 | — |
| 2021 | 0.150 | — |
| 2020 | 0.033 | — |
| 2019 | 0.174 | — |
| 2018 | -0.070 | — |
| 2017 | 0.142 | — |
| 2016 | 0.069 | — |
| 2015 | -0.029 | — |
| 2014 | 0.066 | — |
| 2013 | 0.149 | — |
| 2012 | 0.118 | — |
| 2011 | 0.029 | — |
| 2010 | 0.087 | — |
| 2009 | 0.206 | — |
| 2008 | -0.301 | — |
| 2007 | 0.107 | — |
| 2006 | 0.220 | — |
| 2005 | 0.049 | — |
| 2004 | 0.174 | — |
| 2003 | 0.216 | — |
| 2002 | 0.007 | — |
| 2001 | 0.047 | — |
| 2000 | 0.125 | — |
| 1999 | -0.028 | — |
| 1998 | 0.118 | — |
| 1997 | 0.233 | — |
| 1996 | 0.176 | — |
| 1995 | 0.251 | — |
| 1994 | -0.023 | — |
| 1993 | 0.153 | — |
| 1992 | 0.100 | — |
| 1991 | 0.257 | — |
| 1990 | 0.039 | — |
| 1989 | 0.200 | — |
| 1988 | 0.125 | — |
| 1987 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.051 | 0.067 | — | — |
| 2024 | 0.037 | 0.006 | 0.087 | -0.029 |
| 2023 | 0.020 | 0.015 | -0.037 | 0.093 |
| 2022 | -0.018 | -0.080 | -0.076 | 0.113 |
| 2021 | 0.050 | 0.046 | -0.017 | 0.066 |
| 2020 | -0.155 | 0.094 | 0.020 | 0.095 |
| 2019 | 0.082 | 0.019 | 0.009 | 0.054 |
| 2018 | -0.029 | -0.002 | 0.016 | -0.056 |
| 2017 | 0.047 | 0.033 | 0.032 | 0.024 |
| 2016 | 0.039 | 0.031 | 0.011 | -0.013 |
| 2015 | 0.006 | -0.005 | -0.054 | 0.026 |
| 2014 | 0.019 | 0.049 | -0.016 | 0.013 |
| 2013 | 0.054 | -0.003 | 0.040 | 0.051 |
| 2012 | 0.053 | 0.006 | 0.043 | 0.012 |
| 2011 | 0.033 | 0.022 | -0.085 | 0.065 |
| 2010 | 0.011 | -0.072 | 0.118 | 0.036 |
| 2009 | -0.085 | 0.132 | 0.124 | 0.037 |
| 2008 | -0.069 | -0.010 | -0.116 | -0.142 |
| 2007 | 0.026 | 0.053 | 0.033 | -0.008 |
| 2006 | 0.049 | 0.017 | 0.058 | 0.081 |
| 2005 | -0.017 | 0.023 | 0.030 | 0.013 |
| 2004 | 0.025 | -0.001 | 0.040 | 0.102 |
| 2003 | -0.021 | 0.105 | 0.024 | 0.098 |
| 2002 | 0.041 | 0.007 | -0.086 | 0.051 |
| 2001 | -0.006 | 0.044 | -0.027 | 0.037 |
| 2000 | -0.005 | 0.012 | 0.058 | 0.056 |
| 1999 | -0.016 | 0.034 | -0.054 | 0.010 |
| 1998 | 0.077 | -0.001 | -0.041 | 0.083 |
| 1997 | 0.013 | 0.089 | 0.075 | 0.041 |
| 1996 | 0.017 | 0.021 | 0.032 | 0.098 |
| 1995 | 0.040 | 0.059 | 0.077 | 0.055 |
| 1994 | -0.058 | 0.002 | 0.034 | 0.001 |
| 1993 | 0.054 | 0.001 | 0.059 | 0.031 |
| 1992 | -0.026 | 0.075 | 0.034 | 0.015 |
| 1991 | 0.107 | 0.003 | 0.061 | 0.067 |
| 1990 | -0.021 | 0.025 | -0.070 | 0.113 |
| 1989 | 0.036 | 0.061 | 0.056 | 0.035 |
| 1988 | 0.052 | 0.029 | 0.019 | 0.020 |
| 1987 | -0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.116 |
| 3 years | 0.093 |
| 5 years | 0.087 |
| 10 years | 0.061 |