Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.057 | 0 | 71 |
1 month | -0.061 | 0 | 61 |
3 months | -0.057 | 0 | 71 |
1 year | 0.062 | 0 | 13 |
3 years | 0.098 | 0 | 5 |
5 years | 0.166 | 0 | 14 |
10 years | 0.117 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.243 | — |
2023 | 0.187 | — |
2022 | -0.069 | — |
2021 | 0.248 | — |
2020 | 0.116 | — |
2019 | 0.192 | — |
2018 | -0.063 | — |
2017 | 0.148 | — |
2016 | 0.312 | — |
2015 | 0.091 | — |
2014 | 0.160 | — |
2013 | 0.403 | — |
2012 | 0.129 | — |
2011 | -0.039 | — |
2010 | 0.202 | — |
2009 | 0.137 | — |
2008 | -0.244 | — |
2007 | 0.015 | — |
2006 | 0.083 | — |
2005 | 0.247 | — |
2004 | 0.085 | — |
2003 | 0.227 | — |
2002 | -0.253 | — |
2001 | -0.122 | — |
2000 | -0.065 | — |
1999 | 0.231 | — |
1998 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.104 | 0.023 | -0.003 | 0.104 |
2023 | 0.035 | 0.038 | 0.021 | 0.082 |
2022 | -0.022 | -0.083 | 0.021 | 0.018 |
2021 | 0.068 | 0.065 | 0.027 | 0.068 |
2020 | -0.162 | 0.190 | 0.030 | 0.086 |
2019 | 0.102 | 0.051 | 0.024 | 0.004 |
2018 | -0.043 | 0.099 | 0.049 | -0.150 |
2017 | 0.063 | -0.002 | 0.030 | 0.050 |
2016 | 0.015 | 0.053 | 0.108 | 0.108 |
2015 | 0.095 | -0.051 | -0.052 | 0.107 |
2014 | 0.023 | 0.020 | 0.036 | 0.073 |
2013 | 0.211 | 0.036 | 0.047 | 0.069 |
2012 | 0.109 | -0.068 | 0.074 | 0.018 |
2011 | 0.025 | 0.014 | -0.124 | 0.056 |
2010 | 0.114 | -0.126 | 0.078 | 0.145 |
2009 | -0.123 | 0.054 | 0.192 | 0.031 |
2008 | -0.106 | 0.037 | -0.138 | -0.055 |
2007 | 0.035 | 0.046 | -0.016 | -0.047 |
2006 | 0.075 | -0.065 | 0.019 | 0.057 |
2005 | 0.018 | 0.082 | 0.079 | 0.049 |
2004 | 0.014 | 0.014 | 0.004 | 0.052 |
2003 | -0.015 | 0.125 | 0.046 | 0.058 |
2002 | 0.031 | -0.137 | -0.187 | 0.033 |
2001 | -0.085 | 0.056 | -0.197 | 0.132 |
2000 | -0.002 | 0.013 | -0.016 | -0.061 |
1999 | 0.055 | 0.067 | -0.072 | 0.179 |
1998 | 0.239 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.062 |
3 years | 0.098 |
5 years | 0.166 |
10 years | 0.117 |