Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.088 | 0 | 11 |
1 month | -0.024 | 0 | 9 |
3 months | -0.121 | 0 | 8 |
1 year | 0.069 | 0 | 4 |
3 years | 0.097 | 0 | 12 |
5 years | 0.148 | 0 | 4 |
10 years | 0.128 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.278 | — |
2023 | 0.201 | — |
2022 | -0.065 | — |
2021 | 0.337 | — |
2020 | 0.050 | — |
2019 | 0.244 | — |
2018 | -0.017 | — |
2017 | 0.130 | — |
2016 | 0.344 | — |
2015 | 0.003 | — |
2014 | 0.277 | — |
2013 | 0.335 | — |
2012 | 0.065 | — |
2011 | -0.006 | — |
2010 | 0.167 | — |
2009 | 0.179 | — |
2008 | -0.151 | — |
2007 | 0.033 | — |
2006 | 0.007 | — |
2005 | 0.199 | — |
2004 | -0.024 | — |
2003 | 0.098 | — |
2002 | -0.323 | — |
2001 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.066 | — | — | — |
2024 | 0.118 | 0.033 | 0.008 | 0.098 |
2023 | 0.014 | 0.057 | 0.030 | 0.088 |
2022 | 0.002 | -0.071 | 0.037 | -0.031 |
2021 | 0.084 | 0.077 | 0.043 | 0.098 |
2020 | -0.167 | 0.181 | 0.021 | 0.045 |
2019 | 0.092 | 0.059 | 0.050 | 0.024 |
2018 | -0.073 | 0.110 | 0.077 | -0.114 |
2017 | 0.043 | -0.012 | 0.020 | 0.074 |
2016 | 0.048 | 0.056 | 0.090 | 0.114 |
2015 | 0.055 | -0.080 | -0.054 | 0.092 |
2014 | 0.017 | 0.042 | 0.084 | 0.112 |
2013 | 0.197 | 0.029 | 0.007 | 0.076 |
2012 | 0.073 | -0.017 | 0.043 | -0.032 |
2011 | 0.030 | -0.003 | -0.114 | 0.092 |
2010 | 0.126 | -0.115 | 0.043 | 0.122 |
2009 | -0.101 | 0.039 | 0.199 | 0.052 |
2008 | -0.129 | -0.004 | -0.020 | -0.001 |
2007 | -0.003 | 0.040 | -0.002 | -0.003 |
2006 | 0.026 | -0.081 | 0.044 | 0.024 |
2005 | -0.001 | 0.091 | 0.051 | 0.046 |
2004 | -0.024 | 0.016 | -0.021 | 0.005 |
2003 | 0.018 | — | — | — |
2002 | 0.004 | -0.192 | -0.167 | 0.002 |
2001 | -0.218 | 0.146 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.069 |
3 years | 0.097 |
5 years | 0.148 |
10 years | 0.128 |