Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.049 | 0.100 | 84 |
1 month | 0.007 | 0.030 | 77 |
3 months | -0.095 | 0.082 | 89 |
1 year | 0.032 | 0.408 | 87 |
3 years | 0.105 | 0.192 | 35 |
5 years | 0.111 | 0.185 | 46 |
10 years | 0.083 | 0.118 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.158 | — |
2023 | 0.346 | — |
2022 | -0.322 | — |
2021 | 0.154 | — |
2020 | 0.282 | 0.327 |
2019 | 0.313 | 0.304 |
2018 | -0.132 | -0.078 |
2017 | 0.362 | 0.302 |
2016 | 0.001 | 0.024 |
2015 | 0.038 | 0.013 |
2014 | 0.019 | 0.027 |
2013 | 0.262 | 0.264 |
2012 | 0.205 | 0.180 |
2011 | -0.082 | -0.068 |
2010 | 0.154 | 0.157 |
2009 | 0.394 | 0.390 |
2008 | -0.409 | -0.416 |
2007 | 0.063 | 0.130 |
2006 | 0.170 | 0.190 |
2005 | 0.137 | 0.117 |
2004 | 0.179 | 0.126 |
2003 | 0.406 | 0.343 |
2002 | -0.223 | -0.220 |
2001 | — | -0.165 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.056 | — | — | — |
2024 | 0.109 | 0.027 | 0.030 | -0.013 |
2023 | 0.139 | 0.082 | -0.048 | 0.147 |
2022 | -0.162 | -0.190 | -0.093 | 0.101 |
2021 | 0.007 | 0.108 | 0.002 | 0.032 |
2020 | -0.218 | 0.261 | 0.107 | 0.174 |
2019 | 0.167 | 0.039 | -0.040 | 0.128 |
2018 | -0.002 | 0.021 | 0.012 | -0.158 |
2017 | 0.103 | 0.086 | 0.060 | 0.073 |
2016 | -0.063 | -0.015 | 0.086 | -0.001 |
2015 | 0.073 | 0.028 | -0.109 | 0.055 |
2014 | 0.007 | 0.037 | -0.019 | -0.005 |
2013 | 0.069 | 0.007 | 0.092 | 0.073 |
2012 | 0.135 | -0.079 | 0.077 | 0.071 |
2011 | 0.057 | 0.016 | -0.197 | 0.064 |
2010 | 0.058 | -0.127 | 0.149 | 0.087 |
2009 | -0.086 | 0.227 | 0.183 | 0.051 |
2008 | -0.104 | -0.034 | -0.121 | -0.223 |
2007 | 0.010 | 0.075 | 0.023 | -0.042 |
2006 | 0.072 | -0.035 | 0.043 | 0.084 |
2005 | -0.033 | 0.029 | 0.093 | 0.045 |
2004 | 0.042 | -0.012 | -0.011 | 0.158 |
2003 | -0.078 | 0.205 | 0.090 | 0.161 |
2002 | 0.014 | -0.090 | -0.185 | 0.033 |
2001 | -0.172 | 0.157 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.032 |
3 years | 0.105 |
5 years | 0.111 |
10 years | 0.083 |