Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.029 | 0 | 20 |
1 month | 0.014 | 0 | 11 |
3 months | 0.020 | 0 | 21 |
1 year | 0.085 | 0 | 18 |
3 years | 0.031 | 0 | 59 |
5 years | 0.020 | 0 | 67 |
10 years | 0.027 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.046 | — |
2023 | 0.075 | — |
2022 | -0.109 | — |
2021 | 0.002 | — |
2020 | 0.053 | — |
2019 | 0.081 | — |
2018 | -0.035 | — |
2017 | 0.075 | — |
2016 | 0.088 | — |
2015 | 0.023 | — |
2014 | 0.047 | — |
2013 | 0.083 | — |
2012 | 0.168 | — |
2011 | -0.010 | — |
2010 | 0.124 | — |
2009 | 0.336 | — |
2008 | -0.190 | — |
2007 | 0.024 | — |
2006 | 0.068 | — |
2005 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.015 | — | — | — |
2024 | 0.012 | 0.004 | 0.042 | -0.012 |
2023 | 0.008 | -0.013 | 0.002 | 0.077 |
2022 | -0.040 | -0.070 | -0.051 | 0.051 |
2021 | -0.006 | 0.011 | 0.003 | -0.005 |
2020 | -0.051 | 0.066 | 0.015 | 0.025 |
2019 | 0.038 | 0.022 | 0.015 | 0.004 |
2018 | -0.006 | -0.008 | 0.007 | -0.028 |
2017 | 0.023 | 0.025 | 0.010 | 0.014 |
2016 | 0.009 | 0.021 | 0.051 | 0.005 |
2015 | 0.035 | -0.011 | -0.012 | 0.012 |
2014 | 0.026 | 0.018 | -0.006 | 0.009 |
2013 | 0.021 | 0.001 | 0.029 | 0.030 |
2012 | 0.070 | 0.002 | 0.049 | 0.038 |
2011 | 0.036 | 0.011 | -0.077 | 0.025 |
2010 | 0.066 | -0.027 | 0.080 | 0.004 |
2009 | -0.062 | 0.183 | 0.164 | 0.034 |
2008 | -0.061 | 0.042 | -0.066 | -0.114 |
2007 | 0.017 | 0.003 | 0.001 | 0.004 |
2006 | 0.017 | -0.004 | 0.037 | 0.017 |
2005 | 0.025 | 0.019 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.085 |
3 years | 0.031 |
5 years | 0.020 |
10 years | 0.027 |