Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.026 | 0 | 37 |
1 month | 0.004 | 0 | 61 |
3 months | 0.028 | 0 | 40 |
1 year | 0.033 | 0 | 55 |
3 years | 0.094 | 0 | 67 |
5 years | 0.094 | 0 | 67 |
10 years | 0.069 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.197 | — |
2023 | 0.142 | — |
2022 | -0.184 | — |
2021 | 0.234 | — |
2020 | 0.097 | — |
2019 | 0.279 | — |
2018 | -0.085 | — |
2017 | 0.086 | — |
2016 | 0.060 | — |
2015 | 0.097 | — |
2014 | 0.165 | — |
2013 | 0.169 | — |
2012 | 0.124 | — |
2011 | -0.094 | — |
2010 | 0.157 | — |
2009 | 0.256 | — |
2008 | -0.452 | — |
2007 | 0.007 | — |
2006 | 0.158 | — |
2005 | 0.231 | — |
2004 | 0.080 | — |
2003 | 0.157 | — |
2002 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.052 | 0.028 | — | — |
2024 | 0.095 | 0.032 | 0.010 | 0.050 |
2023 | 0.039 | 0.045 | -0.013 | 0.064 |
2022 | -0.068 | -0.109 | -0.021 | 0.003 |
2021 | 0.067 | 0.057 | 0.010 | 0.084 |
2020 | -0.197 | 0.172 | 0.055 | 0.105 |
2019 | 0.142 | 0.022 | 0.037 | 0.056 |
2018 | -0.037 | 0.042 | 0.039 | -0.122 |
2017 | 0.053 | -0.016 | 0.005 | 0.043 |
2016 | -0.054 | 0.028 | 0.036 | 0.053 |
2015 | 0.153 | -0.033 | -0.096 | 0.087 |
2014 | 0.007 | 0.047 | 0.059 | 0.043 |
2013 | 0.088 | -0.015 | 0.038 | 0.051 |
2012 | 0.092 | -0.016 | 0.041 | 0.004 |
2011 | -0.024 | -0.032 | -0.111 | 0.078 |
2010 | 0.035 | -0.069 | 0.060 | 0.133 |
2009 | -0.118 | 0.165 | 0.180 | 0.035 |
2008 | -0.168 | -0.041 | -0.117 | -0.222 |
2007 | 0.043 | 0.062 | -0.057 | -0.036 |
2006 | 0.093 | -0.056 | 0.054 | 0.065 |
2005 | 0.036 | 0.064 | 0.077 | 0.037 |
2004 | 0.017 | 0.036 | -0.037 | 0.065 |
2003 | -0.090 | 0.150 | 0.036 | 0.067 |
2002 | -0.185 | -0.192 | -0.003 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.019 |
3 years | 0.075 |
5 years | 0.083 |
10 years | 0.064 |