Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | 64 |
| 1 month | 0.002 | 0 | 70 |
| 3 months | 0.015 | 0 | 62 |
| 1 year | 0.060 | 0 | 62 |
| 3 years | 0.052 | 0 | 78 |
| 5 years | -0.006 | 0 | 93 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.032 | — |
| 2023 | 0.071 | — |
| 2022 | -0.195 | — |
| 2021 | 0.015 | — |
| 2020 | 0.074 | — |
| 2019 | 0.125 | — |
| 2018 | -0.038 | — |
| 2017 | 0.092 | — |
| 2016 | 0.064 | — |
| 2015 | 0.037 | — |
| 2014 | 0.070 | — |
| 2013 | 0.069 | — |
| 2012 | 0.170 | — |
| 2011 | 0.000 | — |
| 2010 | 0.129 | — |
| 2009 | 0.368 | — |
| 2008 | -0.276 | — |
| 2007 | 0.010 | — |
| 2006 | 0.070 | — |
| 2005 | 0.090 | — |
| 2004 | 0.109 | — |
| 2003 | 0.130 | — |
| 2002 | -0.002 | — |
| 2001 | 0.058 | — |
| 2000 | 0.060 | — |
| 1999 | 0.098 | — |
| 1998 | 0.118 | — |
| 1997 | 0.196 | — |
| 1996 | 0.195 | — |
| 1995 | 0.145 | — |
| 1994 | -0.026 | — |
| 1993 | 0.463 | — |
| 1992 | 0.261 | — |
| 1991 | 0.156 | — |
| 1990 | -0.103 | — |
| 1989 | 0.086 | — |
| 1988 | 0.052 | — |
| 1987 | 0.211 | — |
| 1986 | 0.191 | — |
| 1985 | 0.133 | — |
| 1984 | 0.196 | — |
| 1983 | 0.088 | — |
| 1982 | 0.297 | — |
| 1981 | -0.018 | — |
| 1980 | 0.085 | — |
| 1979 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | 0.027 | 0.020 | — |
| 2024 | -0.005 | -0.003 | 0.055 | -0.014 |
| 2023 | 0.028 | -0.028 | -0.025 | 0.100 |
| 2022 | -0.064 | -0.111 | -0.068 | 0.038 |
| 2021 | -0.018 | 0.025 | 0.013 | -0.005 |
| 2020 | -0.084 | 0.091 | 0.029 | 0.044 |
| 2019 | 0.052 | 0.033 | 0.027 | 0.008 |
| 2018 | -0.024 | -0.011 | 0.007 | -0.011 |
| 2017 | 0.034 | 0.029 | 0.015 | 0.011 |
| 2016 | 0.008 | 0.017 | 0.046 | -0.008 |
| 2015 | 0.038 | -0.014 | -0.001 | 0.013 |
| 2014 | 0.032 | 0.028 | -0.009 | 0.018 |
| 2013 | 0.018 | -0.013 | 0.027 | 0.036 |
| 2012 | 0.054 | 0.018 | 0.045 | 0.044 |
| 2011 | 0.031 | 0.008 | -0.059 | 0.023 |
| 2010 | 0.100 | -0.026 | 0.053 | 0.001 |
| 2009 | -0.052 | 0.199 | 0.184 | 0.017 |
| 2008 | -0.062 | 0.015 | -0.063 | -0.188 |
| 2007 | 0.015 | 0.001 | -0.004 | -0.002 |
| 2006 | 0.021 | 0.003 | 0.022 | 0.022 |
| 2005 | 0.018 | 0.026 | 0.026 | 0.018 |
| 2004 | 0.024 | 0.006 | 0.037 | 0.038 |
| 2003 | 0.008 | 0.083 | 0.021 | 0.014 |
| 2002 | 0.000 | 0.005 | -0.020 | 0.015 |
| 2001 | 0.034 | 0.017 | -0.019 | 0.026 |
| 2000 | 0.016 | 0.017 | 0.019 | 0.006 |
| 1999 | 0.054 | 0.017 | 0.002 | 0.022 |
| 1998 | 0.092 | 0.041 | -0.068 | 0.055 |
| 1997 | 0.058 | 0.022 | 0.075 | 0.029 |
| 1996 | 0.039 | 0.074 | 0.038 | 0.032 |
| 1995 | 0.003 | 0.036 | 0.056 | 0.044 |
| 1994 | 0.022 | -0.053 | -0.016 | 0.022 |
| 1993 | 0.212 | 0.068 | 0.102 | 0.027 |
| 1992 | 0.012 | 0.119 | -0.115 | 0.258 |
| 1991 | 0.076 | 0.008 | 0.056 | 0.009 |
| 1990 | -0.092 | -0.003 | -0.057 | 0.051 |
| 1989 | 0.049 | -0.002 | 0.073 | -0.034 |
| 1988 | 0.035 | 0.044 | -0.036 | 0.010 |
| 1987 | 0.098 | 0.075 | 0.003 | 0.023 |
| 1986 | 0.029 | 0.097 | 0.018 | 0.038 |
| 1985 | 0.017 | 0.029 | 0.047 | 0.033 |
| 1984 | 0.059 | 0.063 | 0.009 | 0.053 |
| 1983 | 0.052 | 0.023 | -0.017 | 0.029 |
| 1982 | 0.075 | 0.034 | 0.141 | 0.023 |
| 1981 | 0.046 | -0.021 | -0.012 | -0.029 |
| 1980 | 0.010 | 0.029 | 0.062 | -0.016 |
| 1979 | 0.058 | -0.042 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.036 |
| 5 years | -0.015 |
| 10 years | 0.022 |
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