Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.020 | 0.019 | 63 |
1 month | 0.008 | 0.004 | 66 |
3 months | 0.005 | 0.022 | 61 |
1 year | -0.019 | 0.058 | 53 |
3 years | 0.025 | 0.051 | 27 |
5 years | 0.006 | 0.032 | 11 |
10 years | 0.021 | 0.051 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.027 | — |
2023 | 0.071 | — |
2022 | -0.093 | — |
2021 | 0.027 | — |
2020 | 0.044 | 0.046 |
2019 | 0.073 | 0.081 |
2018 | 0.007 | 0.006 |
2017 | 0.055 | 0.059 |
2016 | 0.001 | 0.001 |
2015 | 0.039 | 0.037 |
2014 | 0.114 | 0.121 |
2013 | -0.028 | -0.037 |
2012 | 0.093 | 0.104 |
2011 | 0.104 | 0.117 |
2010 | 0.022 | 0.018 |
2009 | 0.148 | 0.174 |
2008 | -0.062 | -0.111 |
2007 | 0.024 | 0.007 |
2006 | 0.048 | 0.046 |
2005 | 0.035 | 0.039 |
2004 | 0.043 | 0.044 |
2003 | 0.046 | 0.043 |
2002 | 0.085 | 0.080 |
2001 | 0.039 | 0.038 |
2000 | 0.128 | 0.128 |
1999 | -0.033 | -0.046 |
1998 | 0.064 | 0.060 |
1997 | 0.091 | 0.085 |
1996 | 0.045 | 0.044 |
1995 | 0.174 | 0.181 |
1994 | -0.057 | -0.060 |
1993 | 0.125 | 0.119 |
1992 | 0.089 | 0.086 |
1991 | 0.121 | 0.107 |
1990 | 0.058 | 0.065 |
1989 | 0.085 | 0.096 |
1988 | 0.095 | 0.113 |
1987 | -0.068 | -0.017 |
1986 | — | 0.177 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.009 | -0.012 | — | — |
2024 | 0.000 | 0.011 | 0.025 | -0.009 |
2023 | 0.026 | 0.004 | -0.035 | 0.078 |
2022 | -0.059 | -0.043 | -0.032 | 0.040 |
2021 | 0.000 | 0.022 | -0.003 | 0.009 |
2020 | -0.018 | 0.021 | 0.015 | 0.026 |
2019 | 0.026 | 0.022 | 0.018 | 0.005 |
2018 | -0.010 | 0.009 | -0.003 | 0.012 |
2017 | 0.013 | 0.022 | 0.010 | 0.009 |
2016 | 0.018 | 0.032 | -0.005 | -0.044 |
2015 | 0.011 | -0.011 | 0.017 | 0.021 |
2014 | 0.042 | 0.030 | 0.022 | 0.015 |
2013 | 0.007 | -0.038 | -0.002 | 0.006 |
2012 | 0.029 | 0.022 | 0.028 | 0.011 |
2011 | -0.007 | 0.046 | 0.041 | 0.021 |
2010 | 0.015 | 0.018 | 0.037 | -0.046 |
2009 | 0.044 | 0.032 | 0.077 | -0.010 |
2008 | -0.009 | 0.007 | -0.036 | -0.025 |
2007 | 0.008 | -0.007 | 0.014 | 0.009 |
2006 | 0.003 | 0.000 | 0.035 | 0.010 |
2005 | -0.001 | 0.028 | 0.000 | 0.008 |
2004 | 0.014 | -0.022 | 0.037 | 0.014 |
2003 | 0.009 | 0.024 | -0.003 | 0.015 |
2002 | 0.004 | 0.032 | 0.054 | -0.006 |
2001 | 0.013 | 0.001 | 0.036 | -0.011 |
2000 | 0.032 | 0.017 | 0.028 | 0.045 |
1999 | 0.006 | -0.018 | -0.009 | -0.012 |
1998 | 0.009 | 0.014 | 0.037 | 0.002 |
1997 | -0.005 | 0.034 | 0.032 | 0.028 |
1996 | -0.020 | 0.013 | 0.025 | 0.026 |
1995 | 0.067 | 0.016 | 0.028 | 0.053 |
1994 | -0.058 | 0.007 | 0.007 | -0.013 |
1993 | 0.040 | 0.033 | 0.040 | 0.008 |
1992 | 0.002 | 0.043 | 0.023 | 0.020 |
1991 | 0.019 | 0.022 | 0.042 | 0.033 |
1990 | 0.002 | 0.023 | -0.013 | 0.047 |
1989 | 0.012 | 0.047 | -0.007 | 0.031 |
1988 | 0.032 | 0.011 | 0.021 | 0.028 |
1987 | 0.019 | -0.091 | -0.046 | 0.055 |
1986 | 0.047 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.019 |
3 years | 0.025 |
5 years | 0.006 |
10 years | 0.021 |