Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.026 | 0 | 76 |
1 month | -0.036 | 0 | 65 |
3 months | 0.026 | 0 | 76 |
1 year | -0.017 | 0 | 67 |
3 years | 0.062 | 0 | 61 |
5 years | 0.116 | 0 | 60 |
10 years | 0.069 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.032 | — |
2023 | 0.100 | — |
2022 | -0.024 | — |
2021 | 0.147 | — |
2020 | 0.080 | — |
2019 | 0.176 | — |
2018 | -0.150 | — |
2017 | 0.195 | — |
2016 | 0.170 | — |
2015 | 0.112 | — |
2014 | 0.039 | — |
2013 | 0.247 | — |
2012 | 0.163 | — |
2011 | -0.130 | — |
2010 | 0.185 | — |
2009 | 0.268 | — |
2008 | -0.230 | — |
2007 | 0.048 | — |
2006 | 0.274 | — |
2005 | 0.226 | — |
2004 | 0.237 | — |
2003 | 0.329 | — |
2002 | -0.165 | — |
2001 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.077 | 0.008 | -0.027 | -0.022 |
2023 | 0.061 | -0.011 | -0.008 | 0.058 |
2022 | -0.050 | -0.072 | -0.024 | 0.135 |
2021 | 0.037 | 0.058 | 0.033 | 0.013 |
2020 | -0.188 | 0.220 | 0.036 | 0.051 |
2019 | 0.070 | 0.092 | -0.005 | 0.012 |
2018 | -0.051 | 0.031 | 0.016 | -0.145 |
2017 | 0.073 | 0.084 | 0.021 | 0.006 |
2016 | 0.025 | 0.026 | 0.092 | 0.018 |
2015 | 0.120 | -0.039 | -0.054 | 0.092 |
2014 | 0.024 | -0.008 | -0.028 | 0.053 |
2013 | 0.148 | 0.004 | 0.030 | 0.051 |
2012 | 0.081 | -0.063 | 0.076 | 0.067 |
2011 | 0.020 | 0.003 | -0.186 | 0.044 |
2010 | 0.080 | -0.111 | 0.112 | 0.110 |
2009 | -0.092 | 0.113 | 0.225 | 0.024 |
2008 | -0.035 | -0.032 | -0.139 | -0.042 |
2007 | 0.051 | 0.042 | -0.044 | 0.001 |
2006 | 0.153 | -0.030 | 0.050 | 0.085 |
2005 | 0.037 | 0.023 | 0.091 | 0.060 |
2004 | -0.014 | 0.068 | 0.049 | 0.119 |
2003 | -0.051 | 0.183 | 0.074 | 0.102 |
2002 | 0.039 | -0.045 | -0.226 | 0.088 |
2001 | 0.084 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.068 |
3 years | 0.043 |
5 years | 0.104 |
10 years | 0.064 |