Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.096 | 0 | 68 |
1 month | 0.017 | 0 | 18 |
3 months | 0.118 | 0 | 40 |
1 year | 0.139 | 0 | 43 |
3 years | 0.148 | 0 | 30 |
5 years | 0.115 | 0 | 39 |
10 years | 0.095 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.186 | — |
2023 | 0.232 | — |
2022 | -0.220 | — |
2021 | 0.183 | — |
2020 | 0.181 | — |
2019 | 0.290 | — |
2018 | -0.095 | — |
2017 | 0.228 | — |
2016 | 0.045 | — |
2015 | 0.021 | — |
2014 | 0.062 | — |
2013 | 0.292 | — |
2012 | 0.170 | — |
2011 | -0.075 | — |
2010 | 0.118 | — |
2009 | 0.394 | — |
2008 | -0.467 | — |
2007 | 0.121 | — |
2006 | 0.189 | — |
2005 | 0.085 | — |
2004 | 0.135 | — |
2003 | 0.327 | — |
2002 | -0.195 | — |
2001 | -0.095 | — |
2000 | -0.087 | — |
1999 | 0.354 | — |
1998 | 0.218 | — |
1997 | 0.129 | — |
1996 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.035 | 0.116 | — | — |
2024 | 0.097 | 0.028 | 0.052 | 0.000 |
2023 | 0.077 | 0.066 | -0.040 | 0.117 |
2022 | -0.075 | -0.174 | -0.060 | 0.086 |
2021 | 0.041 | 0.065 | -0.003 | 0.072 |
2020 | -0.212 | 0.206 | 0.085 | 0.145 |
2019 | 0.130 | 0.049 | 0.000 | 0.089 |
2018 | 0.000 | 0.010 | 0.056 | -0.151 |
2017 | 0.075 | 0.043 | 0.039 | 0.053 |
2016 | -0.027 | 0.012 | 0.055 | 0.006 |
2015 | 0.035 | 0.014 | -0.078 | 0.055 |
2014 | 0.013 | 0.054 | -0.025 | 0.021 |
2013 | 0.083 | 0.008 | 0.089 | 0.087 |
2012 | 0.150 | -0.065 | 0.063 | 0.023 |
2011 | 0.049 | 0.007 | -0.185 | 0.075 |
2010 | 0.027 | -0.135 | 0.153 | 0.092 |
2009 | -0.099 | 0.227 | 0.184 | 0.065 |
2008 | -0.125 | -0.007 | -0.177 | -0.254 |
2007 | 0.010 | 0.061 | 0.045 | 0.001 |
2006 | 0.059 | 0.003 | 0.035 | 0.083 |
2005 | -0.025 | 0.024 | 0.068 | 0.019 |
2004 | 0.033 | 0.004 | -0.029 | 0.128 |
2003 | -0.059 | 0.185 | 0.030 | 0.155 |
2002 | -0.017 | -0.111 | -0.156 | 0.092 |
2001 | -0.103 | 0.058 | -0.154 | 0.127 |
2000 | 0.070 | -0.038 | -0.020 | -0.095 |
1999 | 0.061 | 0.103 | -0.033 | 0.196 |
1998 | 0.125 | 0.005 | -0.123 | 0.229 |
1997 | 0.021 | 0.110 | 0.050 | -0.052 |
1996 | 0.082 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.139 |
3 years | 0.148 |
5 years | 0.115 |
10 years | 0.095 |