Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.093 | 0 | 72 |
1 month | -0.029 | 0 | 47 |
3 months | -0.128 | 0 | 74 |
1 year | 0.031 | 0 | 45 |
3 years | 0.079 | 0 | 33 |
5 years | 0.113 | 0 | 40 |
10 years | 0.055 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.247 | — |
2023 | 0.172 | — |
2022 | -0.098 | — |
2021 | 0.226 | — |
2020 | -0.054 | — |
2019 | 0.218 | — |
2018 | -0.068 | — |
2017 | 0.051 | — |
2016 | 0.071 | — |
2015 | 0.080 | — |
2014 | 0.102 | — |
2013 | 0.210 | — |
2012 | 0.128 | — |
2011 | -0.120 | — |
2010 | 0.083 | — |
2009 | 0.153 | — |
2008 | -0.372 | — |
2007 | -0.025 | — |
2006 | 0.076 | — |
2005 | 0.193 | — |
2004 | 0.037 | — |
2003 | 0.099 | — |
2002 | -0.361 | — |
2001 | -0.225 | — |
2000 | -0.064 | — |
1999 | 0.199 | — |
1998 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.067 | — | — | — |
2024 | 0.117 | 0.041 | 0.020 | 0.052 |
2023 | 0.053 | 0.045 | -0.004 | 0.069 |
2022 | -0.033 | -0.071 | -0.028 | 0.033 |
2021 | 0.104 | 0.030 | 0.012 | 0.065 |
2020 | -0.245 | 0.132 | -0.013 | 0.121 |
2019 | 0.100 | 0.022 | 0.033 | 0.049 |
2018 | -0.057 | 0.065 | 0.036 | -0.104 |
2017 | 0.044 | -0.020 | 0.018 | 0.008 |
2016 | -0.058 | 0.022 | 0.018 | 0.094 |
2015 | 0.148 | -0.042 | -0.075 | 0.062 |
2014 | 0.003 | 0.041 | 0.035 | 0.019 |
2013 | 0.043 | 0.013 | 0.067 | 0.073 |
2012 | 0.072 | -0.023 | 0.061 | 0.016 |
2011 | 0.003 | -0.021 | -0.181 | 0.094 |
2010 | 0.046 | -0.057 | 0.026 | 0.070 |
2009 | -0.116 | 0.087 | 0.143 | 0.050 |
2008 | -0.159 | -0.031 | -0.041 | -0.197 |
2007 | 0.000 | 0.051 | -0.032 | -0.041 |
2006 | 0.046 | -0.058 | 0.051 | 0.039 |
2005 | 0.024 | 0.061 | 0.057 | 0.038 |
2004 | 0.025 | 0.014 | -0.042 | 0.041 |
2003 | -0.093 | 0.107 | 0.007 | 0.087 |
2002 | -0.016 | -0.213 | -0.185 | 0.013 |
2001 | -0.124 | 0.044 | -0.224 | 0.092 |
2000 | 0.019 | -0.033 | -0.020 | -0.030 |
1999 | 0.018 | 0.030 | -0.056 | 0.211 |
1998 | -0.017 | -0.145 | 0.256 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.031 |
3 years | 0.079 |
5 years | 0.113 |
10 years | 0.055 |