Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.003 | 0 | 11 |
1 month | 0.003 | 0 | 9 |
3 months | -0.043 | 0 | 26 |
1 year | 0.039 | 0 | 31 |
3 years | 0.039 | 0 | 37 |
5 years | 0.047 | 0 | 82 |
10 years | 0.012 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.062 | — |
2023 | 0.098 | — |
2022 | -0.126 | — |
2021 | 0.151 | — |
2020 | -0.120 | — |
2019 | 0.124 | — |
2018 | -0.151 | — |
2017 | 0.085 | — |
2016 | 0.059 | — |
2015 | 0.082 | — |
2014 | 0.035 | — |
2013 | 0.210 | — |
2012 | 0.099 | — |
2011 | 0.029 | — |
2010 | 0.111 | — |
2009 | 0.201 | — |
2008 | -0.242 | — |
2007 | 0.022 | — |
2006 | 0.188 | — |
2005 | 0.205 | — |
2004 | 0.155 | — |
2003 | 0.204 | — |
2002 | -0.059 | — |
2001 | -0.008 | — |
2000 | 0.130 | — |
1999 | 0.249 | — |
1998 | 0.163 | — |
1997 | 0.218 | — |
1996 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.000 | — | — | — |
2024 | 0.034 | -0.001 | 0.015 | 0.013 |
2023 | 0.033 | -0.006 | 0.020 | 0.048 |
2022 | -0.071 | -0.082 | 0.030 | -0.005 |
2021 | 0.021 | 0.061 | 0.018 | 0.043 |
2020 | -0.235 | 0.079 | -0.055 | 0.130 |
2019 | 0.052 | 0.024 | -0.003 | 0.047 |
2018 | -0.098 | 0.057 | -0.015 | -0.095 |
2017 | 0.039 | 0.021 | 0.011 | 0.012 |
2016 | -0.015 | -0.023 | 0.079 | 0.020 |
2015 | 0.068 | -0.004 | -0.038 | 0.056 |
2014 | 0.002 | 0.017 | -0.005 | 0.020 |
2013 | 0.095 | 0.005 | 0.033 | 0.063 |
2012 | 0.041 | -0.006 | 0.053 | 0.008 |
2011 | 0.024 | 0.015 | -0.080 | 0.077 |
2010 | 0.043 | -0.073 | 0.107 | 0.038 |
2009 | -0.095 | 0.133 | 0.158 | 0.011 |
2008 | -0.088 | -0.042 | -0.102 | -0.034 |
2007 | 0.025 | 0.002 | -0.010 | 0.005 |
2006 | 0.082 | -0.024 | 0.049 | 0.072 |
2005 | 0.034 | 0.037 | 0.064 | 0.057 |
2004 | 0.033 | 0.015 | 0.019 | 0.081 |
2003 | -0.048 | 0.155 | 0.033 | 0.060 |
2002 | 0.054 | -0.034 | -0.097 | 0.023 |
2001 | -0.014 | 0.066 | -0.131 | 0.084 |
2000 | -0.009 | 0.064 | 0.002 | 0.069 |
1999 | 0.074 | 0.112 | -0.033 | 0.081 |
1998 | 0.145 | 0.010 | -0.113 | 0.134 |
1997 | 0.059 | 0.015 | 0.118 | 0.013 |
1996 | 0.031 | 0.037 | 0.050 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.039 |
3 years | 0.039 |
5 years | 0.047 |
10 years | 0.012 |