Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.091 | 0 | 91 |
1 month | -0.088 | 0 | 93 |
3 months | -0.091 | 0 | 91 |
1 year | 0.085 | 0 | 59 |
3 years | 0.140 | 0 | 15 |
5 years | 0.176 | 0 | 31 |
10 years | 0.140 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.372 | — |
2023 | 0.374 | — |
2022 | -0.229 | — |
2021 | 0.250 | — |
2020 | 0.292 | — |
2019 | 0.259 | — |
2018 | 0.088 | — |
2017 | 0.221 | — |
2016 | -0.008 | — |
2015 | 0.218 | — |
2014 | 0.269 | — |
2013 | 0.491 | — |
2012 | 0.072 | — |
2011 | -0.031 | — |
2010 | 0.116 | — |
2009 | 0.263 | — |
2008 | -0.293 | — |
2007 | 0.005 | — |
2006 | -0.018 | — |
2005 | -0.030 | — |
2004 | -0.092 | — |
2003 | 0.166 | — |
2002 | -0.480 | — |
2001 | -0.314 | — |
2000 | -0.006 | — |
1999 | 0.567 | — |
1998 | 0.314 | — |
1997 | 0.175 | — |
1996 | 0.175 | — |
1995 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.150 | 0.094 | 0.006 | 0.085 |
2023 | 0.134 | 0.107 | -0.009 | 0.104 |
2022 | -0.108 | -0.161 | -0.001 | 0.031 |
2021 | 0.010 | 0.090 | 0.030 | 0.103 |
2020 | -0.050 | 0.200 | 0.073 | 0.056 |
2019 | 0.117 | 0.012 | 0.008 | 0.105 |
2018 | 0.042 | 0.073 | 0.081 | -0.100 |
2017 | 0.094 | 0.023 | 0.028 | 0.061 |
2016 | -0.100 | -0.015 | 0.126 | -0.007 |
2015 | 0.163 | -0.001 | -0.029 | 0.080 |
2014 | 0.094 | -0.012 | 0.064 | 0.103 |
2013 | 0.101 | 0.056 | 0.116 | 0.149 |
2012 | 0.160 | -0.056 | 0.004 | -0.024 |
2011 | 0.055 | -0.005 | -0.083 | 0.007 |
2010 | 0.002 | -0.061 | 0.100 | 0.077 |
2009 | 0.017 | 0.096 | 0.066 | 0.063 |
2008 | -0.131 | 0.010 | -0.069 | -0.135 |
2007 | -0.020 | 0.024 | 0.023 | -0.021 |
2006 | 0.072 | -0.139 | 0.008 | 0.056 |
2005 | -0.076 | 0.020 | 0.019 | 0.010 |
2004 | 0.012 | -0.011 | -0.157 | 0.076 |
2003 | -0.074 | 0.101 | 0.086 | 0.053 |
2002 | -0.139 | -0.294 | -0.188 | 0.054 |
2001 | -0.321 | 0.108 | -0.299 | 0.299 |
2000 | 0.248 | 0.021 | 0.082 | -0.278 |
1999 | -0.049 | 0.112 | 0.038 | 0.428 |
1998 | 0.073 | -0.003 | -0.103 | 0.369 |
1997 | -0.014 | 0.116 | 0.195 | -0.106 |
1996 | 0.007 | 0.081 | 0.002 | 0.077 |
1995 | 0.075 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.085 |
3 years | 0.140 |
5 years | 0.176 |
10 years | 0.140 |