Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.051 | -0.014 | 56 |
1 month | 0.013 | 0.001 | 65 |
3 months | 0.023 | 0.007 | 62 |
1 year | 0.037 | -0.012 | 32 |
3 years | 0.031 | 0.039 | 11 |
5 years | 0.004 | 0.019 | 5 |
10 years | 0.016 | 0.023 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.020 | — |
2023 | 0.045 | — |
2022 | -0.081 | — |
2021 | -0.010 | — |
2020 | 0.053 | 0.056 |
2019 | 0.056 | 0.059 |
2018 | 0.010 | 0.005 |
2017 | 0.013 | 0.016 |
2016 | 0.012 | 0.009 |
2015 | 0.009 | 0.005 |
2014 | 0.042 | 0.047 |
2013 | -0.017 | -0.027 |
2012 | 0.020 | 0.028 |
2011 | 0.060 | 0.067 |
2010 | 0.054 | 0.057 |
2009 | 0.055 | 0.047 |
2008 | 0.072 | 0.048 |
2007 | 0.063 | 0.061 |
2006 | 0.042 | 0.035 |
2005 | 0.027 | 0.019 |
2004 | 0.035 | 0.030 |
2003 | 0.020 | 0.019 |
2002 | 0.092 | 0.092 |
2001 | 0.071 | 0.068 |
2000 | 0.122 | 0.109 |
1999 | -0.036 | -0.013 |
1998 | 0.083 | 0.075 |
1997 | 0.095 | 0.087 |
1996 | 0.029 | 0.029 |
1995 | 0.168 | 0.165 |
1994 | 0.000 | -0.038 |
1993 | 0.071 | 0.082 |
1992 | 0.061 | 0.063 |
1991 | — | 0.146 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.027 | 0.013 | — | — |
2024 | -0.005 | 0.005 | 0.044 | -0.023 |
2023 | 0.025 | -0.008 | -0.024 | 0.053 |
2022 | -0.038 | -0.019 | -0.036 | 0.011 |
2021 | -0.008 | 0.004 | 0.000 | -0.006 |
2020 | 0.031 | 0.016 | 0.003 | 0.002 |
2019 | 0.021 | 0.023 | 0.011 | 0.000 |
2018 | -0.009 | 0.000 | -0.001 | 0.020 |
2017 | 0.004 | 0.008 | 0.004 | -0.003 |
2016 | 0.019 | 0.012 | 0.003 | -0.022 |
2015 | 0.013 | -0.005 | 0.008 | -0.006 |
2014 | 0.013 | 0.015 | 0.003 | 0.011 |
2013 | 0.000 | -0.021 | 0.004 | 0.000 |
2012 | 0.003 | 0.009 | 0.010 | -0.002 |
2011 | 0.005 | 0.023 | 0.019 | 0.011 |
2010 | 0.014 | 0.028 | 0.007 | 0.005 |
2009 | 0.022 | 0.004 | 0.022 | 0.006 |
2008 | 0.026 | -0.007 | 0.015 | 0.037 |
2007 | 0.013 | -0.006 | 0.025 | 0.030 |
2006 | -0.001 | -0.007 | 0.035 | 0.015 |
2005 | 0.000 | 0.018 | 0.000 | 0.010 |
2004 | 0.015 | -0.010 | 0.021 | 0.008 |
2003 | 0.007 | 0.007 | 0.001 | 0.005 |
2002 | 0.008 | 0.038 | 0.030 | 0.013 |
2001 | 0.030 | 0.004 | 0.043 | -0.007 |
2000 | 0.022 | 0.024 | 0.028 | 0.043 |
1999 | -0.005 | -0.015 | -0.011 | -0.005 |
1998 | 0.018 | 0.027 | 0.041 | -0.005 |
1997 | 0.001 | 0.038 | 0.027 | 0.026 |
1996 | -0.024 | 0.002 | 0.021 | 0.031 |
1995 | 0.041 | 0.052 | 0.024 | 0.041 |
1994 | -0.013 | -0.001 | 0.010 | 0.004 |
1993 | 0.037 | 0.023 | 0.001 | 0.010 |
1992 | -0.023 | 0.042 | 0.035 | 0.007 |
1991 | 0.015 | 0.056 | 0.055 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.037 |
3 years | 0.031 |
5 years | 0.004 |
10 years | 0.016 |