Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.048 | 0.036 | 42 |
1 month | 0.003 | 0.011 | 71 |
3 months | 0.035 | 0.025 | 73 |
1 year | 0.076 | 0.147 | 60 |
3 years | 0.075 | 0.062 | 51 |
5 years | 0.053 | 0.062 | 31 |
10 years | 0.050 | 0.055 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.073 | — |
2023 | 0.121 | — |
2022 | -0.079 | — |
2021 | 0.058 | — |
2020 | 0.051 | 0.049 |
2019 | 0.135 | 0.126 |
2018 | -0.026 | -0.026 |
2017 | 0.063 | 0.065 |
2016 | 0.129 | 0.133 |
2015 | -0.020 | -0.040 |
2014 | 0.030 | 0.011 |
2013 | 0.074 | 0.069 |
2012 | 0.139 | 0.147 |
2011 | 0.049 | 0.028 |
2010 | 0.151 | 0.142 |
2009 | 0.575 | 0.467 |
2008 | -0.301 | -0.264 |
2007 | 0.025 | 0.015 |
2006 | 0.116 | 0.101 |
2005 | 0.038 | 0.026 |
2004 | 0.112 | 0.100 |
2003 | 0.297 | 0.244 |
2002 | -0.003 | -0.015 |
2001 | 0.002 | 0.024 |
2000 | -0.075 | -0.071 |
1999 | — | 0.051 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.008 | 0.037 | — | — |
2024 | 0.017 | 0.014 | 0.039 | 0.002 |
2023 | 0.041 | 0.009 | 0.005 | 0.061 |
2022 | -0.028 | -0.090 | -0.002 | 0.043 |
2021 | 0.009 | 0.029 | 0.009 | 0.010 |
2020 | -0.121 | 0.085 | 0.041 | 0.059 |
2019 | 0.067 | 0.024 | 0.017 | 0.022 |
2018 | -0.008 | 0.006 | 0.020 | -0.042 |
2017 | 0.021 | 0.021 | 0.016 | 0.002 |
2016 | 0.033 | 0.033 | 0.043 | 0.015 |
2015 | 0.024 | 0.007 | -0.039 | -0.011 |
2014 | 0.025 | 0.020 | -0.014 | -0.001 |
2013 | 0.026 | -0.013 | 0.026 | 0.033 |
2012 | 0.046 | 0.016 | 0.036 | 0.034 |
2011 | 0.037 | 0.011 | -0.054 | 0.057 |
2010 | 0.043 | 0.003 | 0.058 | 0.041 |
2009 | 0.056 | 0.231 | 0.141 | 0.062 |
2008 | -0.038 | 0.029 | -0.077 | -0.235 |
2007 | 0.026 | 0.011 | -0.005 | -0.008 |
2006 | 0.032 | 0.011 | 0.029 | 0.038 |
2005 | -0.011 | 0.019 | 0.021 | 0.009 |
2004 | 0.019 | 0.003 | 0.031 | 0.055 |
2003 | 0.061 | 0.098 | 0.036 | 0.074 |
2002 | 0.007 | -0.033 | -0.024 | 0.048 |
2001 | 0.035 | -0.041 | -0.057 | 0.071 |
2000 | 0.029 | -0.002 | -0.020 | -0.081 |
1999 | 0.044 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.076 |
3 years | 0.075 |
5 years | 0.053 |
10 years | 0.050 |