Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.014 | 0 | 32 |
1 month | 0.015 | 0 | 39 |
3 months | -0.015 | 0 | 27 |
1 year | 0.027 | 0 | 92 |
3 years | 0.099 | 0 | 27 |
5 years | 0.120 | 0 | 37 |
10 years | 0.066 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.083 | — |
2023 | 0.244 | — |
2022 | -0.210 | — |
2021 | 0.197 | — |
2020 | 0.209 | — |
2019 | 0.192 | — |
2018 | -0.129 | — |
2017 | 0.215 | — |
2016 | -0.003 | — |
2015 | 0.004 | — |
2014 | 0.046 | — |
2013 | 0.253 | — |
2012 | 0.157 | — |
2011 | -0.011 | — |
2010 | 0.078 | — |
2009 | 0.267 | — |
2008 | -0.453 | — |
2007 | 0.115 | — |
2006 | 0.199 | — |
2005 | 0.191 | — |
2004 | 0.193 | — |
2003 | 0.308 | — |
2002 | -0.230 | — |
2001 | -0.218 | — |
2000 | -0.127 | — |
1999 | 0.450 | — |
1998 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.001 | — | — | — |
2024 | 0.098 | 0.044 | 0.015 | -0.068 |
2023 | 0.105 | 0.066 | -0.041 | 0.100 |
2022 | -0.104 | -0.167 | -0.058 | 0.123 |
2021 | 0.032 | 0.070 | -0.016 | 0.101 |
2020 | -0.201 | 0.201 | 0.096 | 0.150 |
2019 | 0.115 | 0.018 | -0.034 | 0.087 |
2018 | -0.028 | 0.009 | 0.049 | -0.153 |
2017 | 0.044 | 0.056 | 0.048 | 0.051 |
2016 | -0.027 | -0.011 | 0.029 | 0.006 |
2015 | 0.020 | 0 | -0.069 | 0.058 |
2014 | 0.003 | 0.052 | -0.017 | 0.008 |
2013 | 0.080 | 0.001 | 0.067 | 0.087 |
2012 | 0.124 | -0.059 | 0.081 | 0.011 |
2011 | 0.048 | -0.001 | -0.119 | 0.072 |
2010 | 0.029 | -0.132 | 0.102 | 0.094 |
2009 | -0.128 | 0.225 | 0.152 | 0.030 |
2008 | -0.118 | 0.002 | -0.207 | -0.220 |
2007 | 0.027 | 0.067 | 0.031 | -0.013 |
2006 | 0.082 | -0.015 | 0.038 | 0.085 |
2005 | 0.001 | 0.022 | 0.110 | 0.049 |
2004 | 0.035 | 0.010 | 0 | 0.142 |
2003 | -0.041 | 0.149 | 0.045 | 0.137 |
2002 | 0.011 | -0.099 | -0.186 | 0.039 |
2001 | -0.173 | 0.034 | -0.165 | 0.096 |
2000 | 0.039 | -0.013 | -0.046 | -0.106 |
1999 | 0.073 | 0.063 | 0.001 | 0.269 |
1998 | -0.178 | 0.188 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.027 |
3 years | 0.099 |
5 years | 0.120 |
10 years | 0.066 |