Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.047 | 0 | 29 |
1 month | 0.005 | 0 | 75 |
3 months | -0.006 | 0 | 43 |
1 year | 0.065 | 0 | 45 |
3 years | 0.067 | 0 | 35 |
5 years | 0.089 | 0 | 57 |
10 years | 0.008 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.074 | — |
2023 | 0.083 | — |
2022 | -0.019 | — |
2021 | 0.142 | — |
2020 | -0.221 | — |
2019 | 0.053 | — |
2018 | -0.117 | — |
2017 | 0.046 | — |
2016 | 0.032 | — |
2015 | 0.096 | — |
2014 | 0.100 | — |
2013 | 0.260 | — |
2012 | 0.081 | — |
2011 | 0.095 | — |
2010 | 0.116 | — |
2009 | 0.104 | — |
2008 | -0.191 | — |
2007 | 0.073 | — |
2006 | 0.277 | — |
2005 | 0.275 | — |
2004 | 0.221 | — |
2003 | 0.234 | — |
2002 | -0.106 | — |
2001 | 0.019 | — |
2000 | 0.183 | — |
1999 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.042 | — | — | — |
2024 | 0.042 | -0.006 | 0.054 | -0.016 |
2023 | 0.007 | 0.004 | 0.018 | 0.053 |
2022 | -0.014 | -0.053 | -0.040 | 0.095 |
2021 | 0.032 | 0.019 | 0.048 | 0.036 |
2020 | -0.351 | 0.107 | -0.047 | 0.137 |
2019 | 0.035 | -0.028 | -0.005 | 0.052 |
2018 | -0.079 | 0.069 | -0.001 | -0.101 |
2017 | 0.031 | 0.030 | -0.032 | 0.018 |
2016 | -0.036 | 0.003 | 0.046 | 0.021 |
2015 | 0.068 | -0.016 | -0.005 | 0.049 |
2014 | 0.026 | 0.028 | 0.014 | 0.029 |
2013 | 0.148 | 0.019 | 0.031 | 0.045 |
2012 | 0.036 | 0.008 | 0.040 | -0.005 |
2011 | 0.015 | 0.044 | -0.037 | 0.072 |
2010 | 0.039 | -0.050 | 0.086 | 0.040 |
2009 | -0.127 | 0.067 | 0.134 | 0.044 |
2008 | -0.128 | -0.016 | -0.058 | 0.001 |
2007 | 0.030 | 0.036 | -0.016 | 0.023 |
2006 | 0.076 | 0.001 | 0.099 | 0.079 |
2005 | 0.038 | 0.068 | 0.068 | 0.078 |
2004 | 0.047 | 0.048 | -0.001 | 0.114 |
2003 | -0.082 | 0.215 | 0.013 | 0.092 |
2002 | 0.106 | -0.063 | -0.131 | -0.007 |
2001 | -0.021 | 0.060 | -0.147 | 0.152 |
2000 | -0.035 | 0.083 | 0.014 | 0.117 |
1999 | -0.059 | 0.010 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.065 |
3 years | 0.067 |
5 years | 0.089 |
10 years | 0.008 |