Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.000 | 0 | 40 |
1 month | -0.031 | 0 | 56 |
3 months | 0.000 | 0 | 40 |
1 year | 0.098 | 0 | 53 |
3 years | 0.063 | 0 | 65 |
5 years | 0.154 | 0 | 47 |
10 years | 0.072 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.193 | — |
2023 | 0.121 | — |
2022 | -0.095 | — |
2021 | 0.256 | — |
2020 | 0.063 | — |
2019 | 0.194 | — |
2018 | -0.146 | — |
2017 | 0.152 | — |
2016 | 0.134 | — |
2015 | -0.024 | — |
2014 | 0.113 | — |
2013 | 0.190 | — |
2012 | 0.080 | — |
2011 | -0.085 | — |
2010 | 0.100 | — |
2009 | 0.283 | — |
2008 | -0.253 | — |
2007 | 0.030 | — |
2006 | 0.207 | — |
2005 | 0.225 | — |
2004 | 0.121 | — |
2003 | 0.198 | — |
2002 | -0.058 | — |
2001 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.087 | -0.001 | 0.060 | 0.037 |
2023 | 0.038 | 0.014 | -0.006 | 0.072 |
2022 | 0.007 | -0.130 | -0.033 | 0.068 |
2021 | 0.102 | 0.073 | 0.006 | 0.056 |
2020 | -0.211 | 0.115 | 0.073 | 0.126 |
2019 | 0.104 | 0.009 | 0.004 | 0.068 |
2018 | -0.034 | 0.050 | 0.000 | -0.157 |
2017 | 0.039 | 0.002 | 0.050 | 0.055 |
2016 | -0.022 | 0.028 | 0.063 | 0.060 |
2015 | 0.047 | -0.024 | -0.069 | 0.025 |
2014 | 0.048 | 0.036 | 0.012 | 0.012 |
2013 | 0.057 | -0.005 | 0.051 | 0.077 |
2012 | 0.069 | -0.052 | 0.047 | 0.018 |
2011 | 0.039 | -0.029 | -0.139 | 0.054 |
2010 | 0.015 | -0.079 | 0.081 | 0.088 |
2009 | -0.030 | 0.150 | 0.107 | 0.039 |
2008 | -0.040 | 0.039 | -0.122 | -0.147 |
2007 | 0.025 | 0.036 | -0.010 | -0.020 |
2006 | 0.083 | -0.033 | 0.036 | 0.113 |
2005 | 0.038 | 0.024 | 0.118 | 0.032 |
2004 | 0.021 | 0.002 | 0.010 | 0.086 |
2003 | -0.059 | 0.072 | 0.047 | 0.135 |
2002 | 0.065 | -0.060 | -0.113 | 0.062 |
2001 | 0.112 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.098 |
3 years | 0.063 |
5 years | 0.154 |
10 years | 0.072 |