Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.117 | 0 | 98 |
1 month | -0.111 | 0 | 99 |
3 months | -0.117 | 0 | 98 |
1 year | 0.023 | 0 | 95 |
3 years | 0.113 | 0 | 47 |
5 years | 0.161 | 0 | 52 |
10 years | 0.128 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.451 | — |
2023 | 0.239 | — |
2022 | -0.228 | — |
2021 | 0.238 | — |
2020 | 0.280 | — |
2019 | 0.227 | — |
2018 | 0.124 | — |
2017 | 0.213 | — |
2016 | -0.018 | — |
2015 | 0.184 | — |
2014 | 0.122 | — |
2013 | 0.427 | — |
2012 | 0.101 | — |
2011 | -0.042 | — |
2010 | 0.085 | — |
2009 | 0.095 | — |
2008 | -0.343 | — |
2007 | -0.118 | — |
2006 | 0.071 | — |
2005 | 0.050 | — |
2004 | -0.001 | — |
2003 | 0.068 | — |
2002 | -0.244 | — |
2001 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.251 | 0.059 | 0.021 | 0.073 |
2023 | 0.051 | 0.108 | -0.004 | 0.069 |
2022 | -0.112 | -0.143 | -0.007 | 0.020 |
2021 | 0.007 | 0.103 | 0.025 | 0.087 |
2020 | -0.082 | 0.222 | 0.108 | 0.029 |
2019 | 0.125 | 0.018 | -0.005 | 0.076 |
2018 | 0.065 | 0.081 | 0.084 | -0.099 |
2017 | 0.056 | 0.021 | 0.035 | 0.088 |
2016 | -0.070 | 0.011 | 0.063 | -0.018 |
2015 | 0.130 | -0.016 | -0.022 | 0.088 |
2014 | 0.053 | -0.005 | 0.020 | 0.050 |
2013 | 0.109 | 0.050 | 0.092 | 0.123 |
2012 | 0.109 | -0.034 | 0.029 | -0.003 |
2011 | 0.015 | -0.021 | -0.106 | 0.079 |
2010 | 0.018 | -0.089 | 0.068 | 0.095 |
2009 | -0.056 | 0.063 | 0.051 | 0.038 |
2008 | -0.121 | -0.047 | -0.105 | -0.123 |
2007 | 0.033 | -0.055 | -0.067 | -0.032 |
2006 | 0.051 | -0.055 | -0.004 | 0.083 |
2005 | -0.015 | 0.043 | 0.007 | 0.014 |
2004 | 0.024 | 0.027 | -0.077 | 0.029 |
2003 | -0.089 | 0.057 | 0.032 | 0.075 |
2002 | -0.002 | -0.165 | -0.140 | 0.053 |
2001 | 0.133 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.023 |
3 years | 0.113 |
5 years | 0.161 |
10 years | 0.128 |