Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.035 | 0 | 85 |
1 month | -0.028 | 0 | 70 |
3 months | -0.071 | 0 | 88 |
1 year | 0.153 | 0 | 7 |
3 years | 0.103 | 0 | 16 |
5 years | 0.087 | 0 | 86 |
10 years | 0.056 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.251 | — |
2023 | 0.177 | — |
2022 | -0.284 | — |
2021 | 0.180 | — |
2020 | 0.179 | — |
2019 | 0.119 | — |
2018 | -0.089 | — |
2017 | 0.230 | — |
2016 | 0.072 | — |
2015 | -0.052 | — |
2014 | 0.137 | — |
2013 | 0.232 | — |
2012 | -0.036 | — |
2011 | 0.020 | — |
2010 | 0.010 | — |
2009 | 0.150 | — |
2008 | -0.306 | — |
2007 | -0.061 | — |
2006 | 0.140 | — |
2005 | 0.092 | — |
2004 | 0.027 | — |
2003 | 0.119 | — |
2002 | -0.159 | — |
2001 | -0.029 | — |
2000 | 0.173 | — |
1999 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.008 | — | — | — |
2024 | 0.081 | 0.013 | 0.070 | 0.068 |
2023 | 0.104 | 0.035 | -0.030 | 0.062 |
2022 | -0.141 | -0.183 | -0.032 | 0.055 |
2021 | 0.012 | 0.077 | 0.028 | 0.053 |
2020 | -0.180 | 0.235 | 0.073 | 0.086 |
2019 | 0.171 | 0.020 | -0.091 | 0.030 |
2018 | 0.020 | 0.028 | 0.017 | -0.146 |
2017 | 0.051 | -0.008 | 0.057 | 0.117 |
2016 | 0.032 | 0.003 | 0.017 | 0.018 |
2015 | 0.027 | -0.012 | -0.109 | 0.048 |
2014 | 0.008 | 0.016 | 0.032 | 0.075 |
2013 | 0.125 | 0.017 | 0.049 | 0.026 |
2012 | 0.020 | -0.070 | 0.008 | 0.009 |
2011 | 0.066 | -0.053 | -0.093 | 0.113 |
2010 | 0.040 | -0.101 | 0.081 | 0.000 |
2009 | -0.082 | 0.161 | 0.085 | -0.006 |
2008 | -0.085 | 0.028 | -0.059 | -0.216 |
2007 | -0.016 | 0.002 | -0.012 | -0.035 |
2006 | 0.078 | -0.060 | 0.042 | 0.080 |
2005 | 0.020 | 0.014 | 0.043 | 0.012 |
2004 | 0.017 | -0.007 | -0.017 | 0.034 |
2003 | -0.068 | 0.100 | 0.008 | 0.082 |
2002 | 0.005 | -0.076 | -0.115 | 0.024 |
2001 | -0.087 | 0.088 | -0.137 | 0.131 |
2000 | -0.033 | 0.078 | 0.148 | -0.020 |
1999 | -0.058 | -0.057 | 0.150 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.153 |
3 years | 0.103 |
5 years | 0.087 |
10 years | 0.056 |