Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.085 | 0 | 6 |
1 month | 0.032 | 0 | 47 |
3 months | 0.183 | 0 | 13 |
1 year | 0.256 | 0 | 3 |
3 years | 0.213 | 0 | 14 |
5 years | 0.168 | 0 | 6 |
10 years | 0.143 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.401 | — |
2023 | 0.150 | — |
2022 | -0.097 | — |
2021 | 0.207 | — |
2020 | 0.426 | — |
2019 | 0.118 | — |
2018 | 0.032 | — |
2017 | 0.164 | — |
2016 | 0.016 | — |
2015 | 0.231 | — |
2014 | 0.129 | — |
2013 | 0.454 | — |
2012 | 0.123 | — |
2011 | -0.044 | — |
2010 | 0.142 | — |
2009 | 0.160 | — |
2008 | -0.349 | — |
2007 | 0.024 | — |
2006 | 0.113 | — |
2005 | 0.051 | — |
2004 | -0.033 | — |
2003 | 0.017 | — |
2002 | -0.308 | — |
2001 | -0.185 | — |
2000 | -0.146 | — |
1999 | 0.208 | — |
1998 | 0.598 | — |
1997 | 0.297 | — |
1996 | 0.222 | — |
1995 | 0.288 | — |
1994 | 0.034 | — |
1993 | 0.166 | — |
1992 | 0.144 | — |
1991 | 0.240 | — |
1990 | -0.093 | — |
1989 | 0.230 | — |
1988 | 0.047 | — |
1987 | -0.025 | — |
1986 | 0.055 | — |
1985 | 0.322 | — |
1984 | 0.092 | — |
1983 | 0.215 | — |
1982 | 0.296 | — |
1981 | -0.060 | — |
1980 | 0.527 | — |
1979 | 0.284 | — |
1978 | 0.188 | — |
1977 | -0.030 | — |
1976 | 0.181 | — |
1975 | 0.190 | — |
1974 | -0.295 | — |
1973 | -0.231 | — |
1972 | 0.073 | — |
1971 | 0.320 | — |
1970 | -0.207 | — |
1969 | -0.191 | — |
1968 | 0.090 | — |
1967 | 0.380 | — |
1966 | -0.061 | — |
1965 | 0.358 | — |
1964 | 0.136 | — |
1963 | 0.225 | — |
1962 | -0.174 | — |
1961 | 0.251 | — |
1960 | 0.033 | — |
1959 | 0.186 | — |
1958 | 0.557 | — |
1957 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.076 | 0.137 | — | — |
2024 | 0.155 | 0.048 | 0.045 | 0.108 |
2023 | 0.050 | 0.016 | -0.013 | 0.091 |
2022 | -0.048 | -0.154 | 0.093 | 0.025 |
2021 | 0.035 | 0.052 | 0.003 | 0.105 |
2020 | -0.035 | 0.187 | 0.129 | 0.102 |
2019 | 0.086 | 0.016 | -0.034 | 0.049 |
2018 | 0.084 | 0.062 | 0.038 | -0.137 |
2017 | 0.068 | 0.025 | 0.007 | 0.056 |
2016 | -0.107 | 0.033 | 0.059 | 0.039 |
2015 | 0.128 | -0.017 | 0.003 | 0.107 |
2014 | 0.033 | 0.000 | 0.026 | 0.065 |
2013 | 0.099 | 0.048 | 0.094 | 0.154 |
2012 | 0.163 | -0.031 | 0.004 | -0.007 |
2011 | 0.034 | -0.009 | -0.097 | 0.034 |
2010 | 0.020 | -0.058 | 0.079 | 0.101 |
2009 | 0.061 | 0.034 | 0.004 | 0.054 |
2008 | -0.083 | -0.020 | -0.118 | -0.178 |
2007 | 0.017 | -0.009 | 0.017 | -0.001 |
2006 | 0.061 | -0.083 | 0.042 | 0.098 |
2005 | -0.026 | 0.023 | -0.016 | 0.072 |
2004 | -0.003 | 0.025 | -0.094 | 0.044 |
2003 | -0.108 | 0.047 | 0.037 | 0.050 |
2002 | -0.007 | -0.212 | -0.156 | 0.048 |
2001 | -0.160 | 0.014 | -0.200 | 0.197 |
2000 | 0.059 | -0.036 | -0.049 | -0.121 |
1999 | 0.058 | 0.030 | -0.066 | 0.188 |
1998 | 0.186 | 0.126 | -0.063 | 0.276 |
1997 | 0.019 | 0.174 | 0.107 | -0.020 |
1996 | 0.045 | 0.035 | 0.076 | 0.050 |
1995 | 0.065 | 0.110 | 0.057 | 0.031 |
1994 | 0.015 | -0.035 | 0.025 | 0.030 |
1993 | 0.019 | 0.021 | 0.110 | 0.009 |
1992 | 0.005 | -0.029 | 0.072 | 0.094 |
1991 | 0.129 | -0.025 | 0.044 | 0.079 |
1990 | -0.033 | 0.059 | -0.155 | 0.048 |
1989 | 0.081 | 0.110 | 0.053 | -0.026 |
1988 | 0.007 | 0.029 | 0.015 | -0.004 |
1987 | 0.112 | 0.069 | 0.026 | -0.200 |
1986 | 0.133 | 0.020 | -0.089 | 0.001 |
1985 | 0.126 | 0.068 | -0.069 | 0.180 |
1984 | -0.048 | 0.036 | 0.090 | 0.016 |
1983 | 0.124 | 0.134 | -0.042 | -0.005 |
1982 | -0.052 | 0.069 | 0.057 | 0.210 |
1981 | -0.020 | 0.026 | -0.120 | 0.062 |
1980 | -0.026 | 0.100 | 0.215 | 0.172 |
1979 | 0.031 | 0.044 | 0.113 | 0.071 |
1978 | 0.015 | 0.086 | 0.149 | -0.062 |
1977 | -0.053 | 0.039 | -0.039 | 0.026 |
1976 | 0.124 | 0 | -0.019 | 0.071 |
1975 | 0.235 | 0.059 | -0.126 | 0.042 |
1974 | -0.113 | -0.109 | -0.211 | 0.131 |
1973 | -0.127 | -0.125 | 0.107 | -0.089 |
1972 | 0.202 | -0.116 | -0.046 | 0.058 |
1971 | 0.168 | 0.059 | 0.005 | 0.062 |
1970 | -0.084 | -0.279 | 0.121 | 0.070 |
1969 | -0.065 | -0.092 | -0.031 | -0.017 |
1968 | -0.096 | 0.151 | 0.039 | 0.008 |
1967 | 0.175 | 0.073 | 0.060 | 0.033 |
1966 | 0.062 | -0.046 | -0.138 | 0.075 |
1965 | 0.090 | -0.039 | 0.131 | 0.146 |
1964 | 0.082 | 0.018 | 0.024 | 0.007 |
1963 | 0.042 | 0.063 | 0.041 | 0.064 |
1962 | -0.031 | -0.249 | 0.040 | 0.093 |
1961 | 0.158 | 0.020 | -0.008 | 0.068 |
1960 | -0.064 | 0.110 | -0.086 | 0.089 |
1959 | 0.068 | 0.074 | -0.063 | 0.103 |
1958 | 0.097 | 0.084 | 0.131 | 0.158 |
1957 | -0.092 | -0.022 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.256 |
3 years | 0.213 |
5 years | 0.168 |
10 years | 0.143 |