Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 32 |
| 1 month | -0.022 | 0 | 36 |
| 3 months | 0.022 | 0 | 32 |
| 1 year | 0.019 | 0 | 69 |
| 3 years | 0.019 | 0 | 66 |
| 5 years | 0.043 | 0 | 74 |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.031 | — |
| 2023 | 0.062 | — |
| 2022 | -0.095 | — |
| 2021 | 0.070 | — |
| 2020 | -0.007 | — |
| 2019 | 0.074 | — |
| 2018 | -0.110 | — |
| 2017 | 0.032 | — |
| 2016 | 0.030 | — |
| 2015 | 0.059 | — |
| 2014 | 0.031 | — |
| 2013 | 0.079 | — |
| 2012 | 0.113 | — |
| 2011 | -0.072 | — |
| 2010 | -0.005 | — |
| 2009 | 0.140 | — |
| 2008 | -0.189 | — |
| 2007 | 0.054 | — |
| 2006 | 0.090 | — |
| 2005 | 0.116 | — |
| 2004 | 0.070 | — |
| 2003 | 0.118 | — |
| 2002 | -0.094 | — |
| 2001 | -0.085 | — |
| 2000 | 0.076 | — |
| 1999 | 0.139 | — |
| 1998 | 0.198 | — |
| 1997 | 0.253 | — |
| 1996 | 0.274 | — |
| 1995 | -0.061 | — |
| 1994 | -0.044 | — |
| 1993 | 0.335 | — |
| 1992 | -0.099 | — |
| 1991 | 0.083 | — |
| 1990 | 0.016 | — |
| 1989 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.035 | 0.001 | 0.019 | -0.023 |
| 2023 | 0.045 | 0.010 | -0.031 | 0.039 |
| 2022 | -0.041 | -0.063 | -0.030 | 0.039 |
| 2021 | 0.024 | 0.021 | -0.002 | 0.025 |
| 2020 | -0.129 | 0.084 | 0.001 | 0.050 |
| 2019 | 0.048 | 0.004 | 0.012 | 0.008 |
| 2018 | -0.025 | -0.001 | -0.017 | -0.070 |
| 2017 | 0.021 | -0.001 | 0.011 | 0.000 |
| 2016 | -0.004 | -0.006 | 0.017 | 0.023 |
| 2015 | 0.076 | -0.020 | -0.025 | 0.031 |
| 2014 | 0.013 | 0.000 | 0.004 | 0.014 |
| 2013 | 0.007 | 0.004 | 0.039 | 0.027 |
| 2012 | 0.087 | -0.037 | 0.036 | 0.026 |
| 2011 | 0.027 | -0.006 | -0.118 | 0.031 |
| 2010 | 0.015 | -0.063 | 0.027 | 0.019 |
| 2009 | -0.025 | 0.085 | 0.063 | 0.014 |
| 2008 | -0.064 | -0.012 | -0.054 | -0.073 |
| 2007 | 0.021 | 0.037 | -0.006 | 0.002 |
| 2006 | 0.042 | -0.020 | 0.036 | 0.030 |
| 2005 | 0.026 | 0.026 | 0.032 | 0.027 |
| 2004 | 0.016 | 0.003 | 0.000 | 0.050 |
| 2003 | -0.037 | 0.098 | 0.003 | 0.054 |
| 2002 | 0.019 | -0.066 | -0.116 | 0.077 |
| 2001 | -0.044 | -0.002 | -0.108 | 0.076 |
| 2000 | 0.095 | -0.001 | 0.009 | -0.026 |
| 1999 | 0.017 | 0.004 | -0.021 | 0.140 |
| 1998 | 0.181 | -0.017 | -0.077 | 0.119 |
| 1997 | 0.045 | 0.100 | 0.083 | 0.005 |
| 1996 | 0.070 | 0.107 | 0.010 | 0.065 |
| 1995 | -0.196 | 0.063 | 0.070 | 0.027 |
| 1994 | 0.069 | -0.063 | -0.012 | -0.033 |
| 1993 | 0.018 | 0.190 | 0.065 | 0.034 |
| 1992 | 0.009 | -0.031 | -0.189 | 0.137 |
| 1991 | 0.095 | 0.022 | 0.004 | -0.036 |
| 1990 | 0.049 | 0.081 | -0.082 | -0.024 |
| 1989 | 0.035 | -0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.012 |
| 5 years | 0.039 |
| 10 years | 0.005 |