Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.152 | 0.087 | 54 |
1 month | 0.012 | 0.012 | 39 |
3 months | 0.134 | 0.055 | 23 |
1 year | 0.161 | 0.418 | 37 |
3 years | 0.097 | 0.115 | 65 |
5 years | 0.023 | 0.122 | 86 |
10 years | 0.050 | 0.044 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.117 | — |
2023 | 0.056 | — |
2022 | -0.280 | — |
2021 | -0.058 | — |
2020 | 0.252 | 0.179 |
2019 | 0.223 | 0.192 |
2018 | -0.190 | -0.161 |
2017 | 0.462 | 0.342 |
2016 | 0.078 | 0.085 |
2015 | -0.081 | -0.138 |
2014 | -0.014 | -0.030 |
2013 | 0.004 | -0.001 |
2012 | 0.252 | 0.181 |
2011 | -0.215 | -0.199 |
2010 | 0.181 | 0.193 |
2009 | 0.696 | 0.738 |
2008 | -0.597 | -0.544 |
2007 | 0.438 | 0.367 |
2006 | 0.428 | 0.321 |
2005 | 0.363 | 0.315 |
2004 | 0.137 | 0.235 |
2003 | 0.659 | 0.552 |
2002 | -0.185 | -0.061 |
2001 | -0.085 | -0.038 |
2000 | -0.301 | -0.303 |
1999 | — | 0.706 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.008 | 0.130 | — | — |
2024 | 0.055 | 0.049 | 0.061 | -0.049 |
2023 | 0.025 | -0.004 | -0.042 | 0.079 |
2022 | -0.136 | -0.129 | -0.139 | 0.112 |
2021 | 0.006 | 0.038 | -0.075 | -0.025 |
2020 | -0.232 | 0.214 | 0.128 | 0.191 |
2019 | 0.100 | 0.030 | -0.024 | 0.107 |
2018 | 0.026 | -0.093 | -0.055 | -0.079 |
2017 | 0.124 | 0.090 | 0.129 | 0.057 |
2016 | 0.036 | 0.026 | 0.090 | -0.070 |
2015 | 0.046 | 0.029 | -0.159 | 0.015 |
2014 | -0.020 | 0.074 | -0.039 | -0.024 |
2013 | -0.006 | -0.072 | 0.035 | 0.051 |
2012 | 0.164 | -0.066 | 0.060 | 0.086 |
2011 | 0.017 | -0.003 | -0.263 | 0.051 |
2010 | 0.019 | -0.110 | 0.203 | 0.083 |
2009 | -0.046 | 0.316 | 0.235 | 0.094 |
2008 | -0.161 | 0.005 | -0.333 | -0.284 |
2007 | 0.055 | 0.153 | 0.125 | 0.051 |
2006 | 0.159 | -0.038 | 0.075 | 0.192 |
2005 | 0.026 | 0.013 | 0.191 | 0.101 |
2004 | 0.070 | -0.133 | 0.061 | 0.155 |
2003 | -0.054 | 0.222 | 0.174 | 0.222 |
2002 | 0.130 | -0.131 | -0.219 | 0.063 |
2001 | -0.076 | 0.073 | -0.222 | 0.187 |
2000 | 0.130 | -0.178 | -0.128 | -0.137 |
1999 | 0.312 | -0.037 | 0.489 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.161 |
3 years | 0.097 |
5 years | 0.023 |
10 years | 0.050 |