Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.028 | 0 | 100 |
1 month | -0.008 | 0 | 89 |
3 months | 0.001 | 0 | 89 |
1 year | 0.129 | 0 | 56 |
3 years | 0.072 | 0 | 56 |
5 years | 0.080 | 0 | 34 |
10 years | 0.063 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.103 | — |
2023 | 0.092 | — |
2022 | -0.069 | — |
2021 | 0.113 | — |
2020 | 0.147 | — |
2019 | 0.170 | — |
2018 | -0.026 | — |
2017 | 0.097 | — |
2016 | 0.016 | — |
2015 | 0.010 | — |
2014 | 0.082 | — |
2013 | 0.031 | — |
2012 | 0.166 | — |
2011 | 0.061 | — |
2010 | 0.143 | — |
2009 | 0.121 | — |
2008 | -0.015 | — |
2007 | 0.045 | — |
2006 | 0.137 | — |
2005 | 0.128 | — |
2004 | 0.070 | — |
2003 | 0.109 | — |
2002 | 0.111 | — |
2001 | 0.185 | — |
2000 | 0.175 | — |
1999 | 0.277 | — |
1998 | 0.239 | — |
1997 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.037 | — | — | — |
2024 | 0.022 | 0.016 | 0.073 | -0.010 |
2023 | 0.041 | 0.010 | -0.036 | 0.077 |
2022 | -0.032 | -0.066 | -0.035 | 0.067 |
2021 | 0.016 | 0.034 | 0.018 | 0.040 |
2020 | -0.041 | 0.099 | 0.034 | 0.052 |
2019 | 0.062 | 0.038 | 0.032 | 0.028 |
2018 | 0.002 | 0.019 | 0.014 | -0.060 |
2017 | 0.036 | 0.021 | 0.021 | 0.016 |
2016 | 0.008 | 0.006 | 0.027 | -0.024 |
2015 | 0.011 | 0.001 | -0.030 | 0.028 |
2014 | 0.008 | 0.052 | -0.007 | 0.027 |
2013 | 0.056 | -0.074 | 0.033 | 0.020 |
2012 | 0.041 | 0.041 | 0.054 | 0.021 |
2011 | -0.022 | 0.042 | 0.006 | 0.035 |
2010 | 0.043 | 0.039 | 0.074 | -0.017 |
2009 | 0.013 | 0.018 | 0.052 | 0.033 |
2008 | 0.038 | -0.085 | 0.024 | 0.013 |
2007 | 0.022 | 0.016 | 0.007 | -0.001 |
2006 | 0.021 | 0.003 | 0.048 | 0.058 |
2005 | 0.016 | 0.027 | 0.049 | 0.031 |
2004 | 0.027 | -0.013 | 0.031 | 0.024 |
2003 | 0.025 | 0.047 | 0.021 | 0.013 |
2002 | 0.035 | 0.011 | 0.019 | 0.042 |
2001 | 0.040 | 0.066 | 0.012 | 0.055 |
2000 | 0.055 | 0.016 | 0.051 | 0.043 |
1999 | 0.078 | 0.052 | 0.054 | 0.068 |
1998 | 0.045 | 0.037 | 0.028 | 0.112 |
1997 | 0.049 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.129 |
3 years | 0.072 |
5 years | 0.080 |
10 years | 0.063 |