Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.265 | 0.053 | 11 |
1 month | -0.057 | -0.042 | 92 |
3 months | 0.024 | 0.039 | 33 |
1 year | 0.265 | 0.203 | 11 |
3 years | 0.068 | 0.065 | 64 |
5 years | 0.145 | 0.118 | 22 |
10 years | 0.099 | 0.110 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.265 | — |
2023 | 0.258 | 0.223 |
2022 | -0.234 | -0.170 |
2021 | 0.252 | 0.261 |
2020 | 0.289 | 0.158 |
2019 | 0.295 | 0.288 |
2018 | -0.161 | -0.063 |
2017 | 0.173 | 0.204 |
2016 | 0.090 | 0.104 |
2015 | -0.058 | -0.011 |
2014 | 0.053 | 0.110 |
2013 | 0.365 | 0.315 |
2012 | 0.293 | 0.150 |
2011 | -0.107 | -0.013 |
2010 | 0.243 | 0.140 |
2009 | 0.597 | 0.282 |
2008 | -0.538 | -0.378 |
2007 | 0.194 | 0.062 |
2006 | 0.167 | 0.142 |
2005 | 0.172 | 0.059 |
2004 | 0.234 | 0.100 |
2003 | 0.916 | 0.270 |
2002 | -0.017 | -0.223 |
2001 | 0.078 | -0.135 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.155 | 0.008 | 0.061 | 0.024 |
2023 | 0.073 | 0.082 | -0.030 | 0.117 |
2022 | -0.075 | -0.191 | -0.029 | 0.054 |
2021 | 0.097 | 0.071 | -0.003 | 0.068 |
2020 | -0.313 | 0.321 | 0.171 | 0.213 |
2019 | 0.185 | -0.005 | -0.016 | 0.116 |
2018 | -0.024 | 0.045 | 0.013 | -0.188 |
2017 | 0.063 | 0.009 | 0.037 | 0.055 |
2016 | -0.022 | -0.001 | 0.061 | 0.052 |
2015 | 0.041 | 0.011 | -0.125 | 0.024 |
2014 | 0.015 | 0.053 | -0.019 | 0.005 |
2013 | 0.134 | 0.031 | 0.074 | 0.087 |
2012 | 0.176 | -0.041 | 0.077 | 0.065 |
2011 | 0.081 | -0.020 | -0.267 | 0.149 |
2010 | 0.078 | -0.114 | 0.103 | 0.181 |
2009 | -0.112 | 0.376 | 0.249 | 0.047 |
2008 | -0.092 | 0.173 | -0.313 | -0.369 |
2007 | 0.069 | 0.126 | 0.003 | -0.011 |
2006 | 0.096 | -0.002 | -0.012 | 0.079 |
2005 | 0.055 | 0.025 | 0.068 | 0.015 |
2004 | 0.057 | 0.022 | -0.011 | 0.156 |
2003 | 0.024 | 0.441 | 0.069 | 0.214 |
2002 | -0.031 | -0.155 | -0.062 | 0.279 |
2001 | -0.022 | 0.092 | -0.180 | 0.231 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.192 |
3 years | 0.047 |
5 years | 0.131 |
10 years | 0.093 |