Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.239 | 0 | 44 |
| 1 month | -0.019 | 0 | 18 |
| 3 months | 0.077 | 0 | 10 |
| 1 year | 0.285 | 0 | 43 |
| 3 years | 0.074 | 0 | 26 |
| 5 years | -0.030 | 0 | 37 |
| 10 years | 0.066 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | -0.197 | — |
| 2022 | -0.062 | — |
| 2021 | -0.194 | — |
| 2020 | 0.253 | — |
| 2019 | 0.188 | — |
| 2018 | -0.093 | — |
| 2017 | 0.361 | — |
| 2016 | 0.178 | — |
| 2015 | 0.052 | — |
| 2014 | 0.063 | — |
| 2013 | 0.279 | — |
| 2012 | 0.175 | — |
| 2011 | -0.206 | — |
| 2010 | 0.134 | — |
| 2009 | 0.526 | — |
| 2008 | -0.358 | — |
| 2007 | 0.577 | — |
| 2006 | 0.380 | — |
| 2005 | 0.212 | — |
| 2004 | 0.041 | — |
| 2003 | 0.534 | — |
| 2002 | -0.168 | — |
| 2001 | -0.125 | — |
| 2000 | -0.114 | — |
| 1999 | 0.750 | — |
| 1998 | -0.251 | — |
| 1997 | -0.051 | — |
| 1996 | 0.278 | — |
| 1995 | 0.147 | — |
| 1994 | -0.325 | — |
| 1993 | 1.140 | — |
| 1992 | 0.569 | — |
| 1991 | 0.476 | — |
| 1990 | -0.098 | — |
| 1989 | 0.282 | — |
| 1988 | 0.333 | — |
| 1987 | -0.484 | — |
| 1986 | 0.456 | — |
| 1985 | 0.186 | — |
| 1984 | 0.318 | — |
| 1983 | 0.077 | — |
| 1982 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.090 | -0.034 | 0.213 | — |
| 2024 | -0.005 | 0.055 | 0.114 | -0.012 |
| 2023 | -0.004 | -0.129 | 0.004 | -0.078 |
| 2022 | -0.124 | 0.121 | -0.116 | 0.080 |
| 2021 | 0.033 | 0.001 | -0.168 | -0.063 |
| 2020 | -0.023 | 0.265 | 0.009 | 0.005 |
| 2019 | 0.126 | 0.032 | 0.006 | 0.017 |
| 2018 | -0.034 | 0.079 | -0.010 | -0.121 |
| 2017 | 0.094 | 0.066 | 0.102 | 0.059 |
| 2016 | -0.025 | 0.109 | 0.124 | -0.030 |
| 2015 | 0.070 | 0.044 | -0.150 | 0.108 |
| 2014 | -0.045 | 0.028 | 0.042 | 0.040 |
| 2013 | 0.116 | -0.009 | 0.092 | 0.058 |
| 2012 | 0.055 | -0.026 | 0.025 | 0.115 |
| 2011 | -0.034 | 0.002 | -0.212 | 0.040 |
| 2010 | 0.054 | -0.066 | 0.102 | 0.046 |
| 2009 | 0.030 | 0.177 | 0.129 | 0.116 |
| 2008 | -0.244 | -0.037 | -0.151 | 0.037 |
| 2007 | 0.072 | 0.167 | 0.289 | -0.022 |
| 2006 | 0.199 | -0.047 | 0.039 | 0.162 |
| 2005 | 0.032 | 0.060 | 0.089 | 0.017 |
| 2004 | -0.014 | -0.050 | 0.090 | 0.020 |
| 2003 | -0.003 | 0.132 | 0.268 | 0.072 |
| 2002 | 0.076 | -0.051 | -0.192 | 0.008 |
| 2001 | -0.090 | 0.094 | -0.266 | 0.199 |
| 2000 | 0.053 | -0.055 | -0.038 | -0.073 |
| 1999 | 0.034 | 0.324 | -0.058 | 0.358 |
| 1998 | 0.026 | -0.277 | -0.104 | 0.127 |
| 1997 | 0.076 | 0.317 | 0.007 | -0.334 |
| 1996 | 0.116 | -0.001 | 0.029 | 0.114 |
| 1995 | -0.051 | 0.087 | 0.057 | 0.053 |
| 1994 | -0.215 | -0.043 | 0.047 | -0.142 |
| 1993 | 0.203 | 0.110 | 0.051 | 0.525 |
| 1992 | 0.216 | 0.150 | -0.048 | 0.179 |
| 1991 | 0.321 | 0.075 | 0.037 | 0.003 |
| 1990 | 0.074 | 0.061 | -0.234 | 0.033 |
| 1989 | 0.259 | -0.178 | 0.181 | 0.048 |
| 1988 | 0.103 | 0.201 | -0.043 | 0.052 |
| 1987 | -0.035 | 0.219 | 0.313 | -0.666 |
| 1986 | -0.126 | 0.065 | 0.281 | 0.221 |
| 1985 | 0.046 | 0.112 | -0.049 | 0.073 |
| 1984 | 0.098 | -0.091 | 0.175 | 0.124 |
| 1983 | 0.305 | -0.086 | -0.271 | 0.239 |
| 1982 | 0.160 | -0.270 | -0.151 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.273 |
| 3 years | 0.071 |
| 5 years | -0.032 |
| 10 years | 0.065 |
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