Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.380 | 0 | 43 |
1 month | 0.034 | 0 | 47 |
3 months | 0.212 | 0 | 40 |
1 year | 0.578 | 0 | 44 |
3 years | 0.164 | 0 | 38 |
5 years | 0.094 | 0 | 76 |
10 years | 0.114 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.256 | — |
2023 | 0.029 | — |
2022 | -0.030 | — |
2021 | -0.115 | — |
2020 | 0.186 | — |
2019 | 0.293 | — |
2018 | -0.015 | — |
2017 | -0.005 | — |
2016 | 0.509 | — |
2015 | -0.061 | — |
2014 | -0.018 | — |
2013 | -0.422 | — |
2012 | -0.125 | — |
2011 | -0.236 | — |
2010 | 0.592 | — |
2009 | 0.722 | — |
2008 | -0.408 | — |
2007 | 0.033 | — |
2006 | 0.468 | — |
2005 | 0.248 | — |
2004 | -0.192 | — |
2003 | 0.024 | — |
2002 | 0.851 | — |
2001 | 0.359 | — |
2000 | -0.027 | — |
1999 | -0.035 | — |
1998 | -0.154 | — |
1997 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.334 | — | — | — |
2024 | 0.048 | 0.060 | 0.177 | -0.039 |
2023 | 0.127 | -0.095 | -0.087 | 0.105 |
2022 | 0.156 | -0.247 | -0.049 | 0.173 |
2021 | -0.129 | 0.057 | -0.113 | 0.084 |
2020 | -0.170 | 0.551 | 0.062 | -0.132 |
2019 | 0.029 | 0.132 | 0.042 | 0.066 |
2018 | -0.034 | 0.056 | -0.184 | 0.183 |
2017 | 0.076 | -0.068 | -0.020 | 0.012 |
2016 | 0.306 | 0.397 | 0.021 | -0.189 |
2015 | 0.052 | 0.032 | -0.148 | 0.014 |
2014 | 0.179 | 0.063 | -0.151 | -0.076 |
2013 | -0.170 | -0.295 | 0.109 | -0.108 |
2012 | -0.010 | -0.153 | 0.188 | -0.122 |
2011 | 0.006 | -0.112 | -0.085 | -0.066 |
2010 | -0.008 | 0.121 | 0.199 | 0.194 |
2009 | 0.174 | 0.072 | 0.190 | 0.151 |
2008 | 0.007 | -0.037 | -0.327 | -0.094 |
2007 | 0.030 | -0.014 | 0.003 | 0.015 |
2006 | 0.301 | -0.025 | 0.010 | 0.147 |
2005 | -0.035 | -0.035 | 0.143 | 0.173 |
2004 | -0.031 | -0.170 | 0.045 | -0.039 |
2003 | -0.239 | -0.019 | 0.211 | 0.132 |
2002 | 0.374 | 0.132 | 0.078 | 0.103 |
2001 | 0.024 | 0.213 | 0.076 | 0.018 |
2000 | -0.162 | 0.134 | -0.005 | 0.028 |
1999 | -0.033 | -0.030 | 0.225 | -0.161 |
1998 | 0.005 | -0.159 | 0.081 | -0.074 |
1997 | -0.147 | -0.030 | -0.259 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.578 |
3 years | 0.164 |
5 years | 0.094 |
10 years | 0.114 |