Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.041 | 0 | 54 |
1 month | -0.056 | 0 | 57 |
3 months | -0.041 | 0 | 54 |
1 year | 0.015 | 0 | 35 |
3 years | 0.053 | 0 | 29 |
5 years | 0.106 | 0 | 50 |
10 years | 0.066 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.147 | — |
2023 | 0.127 | — |
2022 | -0.129 | — |
2021 | 0.137 | — |
2020 | 0.060 | — |
2019 | 0.153 | — |
2018 | -0.081 | — |
2017 | 0.166 | — |
2016 | 0.172 | — |
2015 | 0.083 | — |
2014 | 0.058 | — |
2013 | 0.220 | — |
2012 | 0.156 | — |
2011 | -0.109 | — |
2010 | 0.209 | — |
2009 | 0.298 | — |
2008 | -0.316 | — |
2007 | 0.049 | — |
2006 | 0.145 | — |
2005 | 0.275 | — |
2004 | 0.135 | — |
2003 | 0.281 | — |
2002 | -0.185 | — |
2001 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.083 | 0.024 | -0.008 | 0.042 |
2023 | 0.032 | 0.028 | 0.001 | 0.061 |
2022 | -0.075 | -0.092 | 0.023 | 0.014 |
2021 | 0.029 | 0.064 | 0.025 | 0.014 |
2020 | -0.214 | 0.171 | 0.039 | 0.108 |
2019 | 0.057 | 0.048 | 0.008 | 0.033 |
2018 | -0.050 | 0.065 | 0.019 | -0.109 |
2017 | 0.065 | 0.035 | 0.007 | 0.051 |
2016 | -0.006 | 0.005 | 0.132 | 0.036 |
2015 | 0.080 | -0.008 | -0.056 | 0.070 |
2014 | 0.009 | 0.004 | 0.015 | 0.029 |
2013 | 0.122 | -0.013 | 0.069 | 0.030 |
2012 | 0.105 | -0.070 | 0.067 | 0.054 |
2011 | -0.002 | 0.002 | -0.123 | 0.016 |
2010 | 0.079 | -0.071 | 0.094 | 0.103 |
2009 | -0.048 | 0.108 | 0.207 | 0.019 |
2008 | -0.093 | -0.006 | -0.137 | -0.120 |
2007 | 0.038 | 0.038 | -0.009 | -0.018 |
2006 | 0.098 | -0.059 | 0.025 | 0.081 |
2005 | 0.051 | 0.023 | 0.118 | 0.059 |
2004 | 0.043 | 0.001 | 0.004 | 0.083 |
2003 | -0.034 | 0.138 | 0.094 | 0.065 |
2002 | 0.032 | -0.097 | -0.135 | 0.011 |
2001 | -0.148 | 0.127 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.035 |
3 years | 0.035 |
5 years | 0.095 |
10 years | 0.060 |