Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.014 | 0 | 44 |
1 month | 0.060 | 0 | 75 |
3 months | -0.014 | 0 | 44 |
1 year | 0.050 | 0 | 73 |
3 years | 0.158 | 0 | 16 |
5 years | 0.256 | 0 | 6 |
10 years | 0.121 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.116 | — |
2023 | 0.300 | — |
2022 | 0.106 | — |
2021 | 0.285 | — |
2020 | 0.059 | — |
2019 | 0.077 | — |
2018 | 0.001 | — |
2017 | 0.320 | — |
2016 | 0.085 | — |
2015 | -0.061 | — |
2014 | 0.465 | — |
2013 | 0.040 | — |
2012 | 0.324 | — |
2011 | -0.243 | — |
2010 | 0.251 | — |
2009 | 0.945 | — |
2008 | -0.453 | — |
2007 | 0.545 | — |
2006 | 0.374 | — |
2005 | 0.553 | — |
2004 | 0.275 | — |
2003 | 1.345 | — |
2002 | 0.261 | — |
2001 | -0.101 | — |
2000 | -0.255 | — |
1999 | 0.852 | — |
1998 | 0.117 | — |
1997 | 0.218 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.014 | — | — | — |
2024 | 0.048 | 0.078 | 0.084 | -0.088 |
2023 | -0.022 | 0.114 | 0.060 | 0.125 |
2022 | 0.019 | -0.064 | 0.079 | 0.074 |
2021 | 0.084 | 0.088 | 0.108 | -0.016 |
2020 | -0.311 | 0.170 | 0.047 | 0.255 |
2019 | 0.082 | 0.027 | -0.075 | 0.048 |
2018 | -0.075 | 0.018 | 0.050 | 0.014 |
2017 | 0.143 | 0.036 | 0.018 | 0.094 |
2016 | -0.046 | 0.097 | 0.080 | -0.040 |
2015 | -0.006 | -0.017 | -0.041 | 0.002 |
2014 | 0.077 | 0.238 | 0.030 | 0.067 |
2013 | -0.070 | 0.001 | -0.041 | 0.165 |
2012 | 0.179 | -0.009 | 0.074 | 0.056 |
2011 | -0.046 | -0.014 | -0.116 | -0.089 |
2010 | 0.018 | 0.059 | 0.155 | 0.004 |
2009 | -0.003 | 0.553 | 0.195 | 0.051 |
2008 | -0.225 | -0.123 | 0.029 | -0.219 |
2007 | -0.049 | 0.152 | 0.167 | 0.209 |
2006 | 0.204 | -0.108 | 0.175 | 0.090 |
2005 | 0.015 | 0.096 | 0.219 | 0.144 |
2004 | -0.011 | -0.098 | 0.176 | 0.217 |
2003 | -0.036 | 0.406 | 0.292 | 0.338 |
2002 | 0.190 | 0.001 | -0.081 | 0.152 |
2001 | -0.095 | -0.009 | -0.136 | 0.161 |
2000 | 0.057 | -0.213 | -0.156 | 0.061 |
1999 | 0.328 | -0.008 | 0.318 | 0.066 |
1998 | 0.084 | -0.030 | 0.060 | 0.003 |
1997 | 0.035 | 0.218 | 0.022 | -0.055 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.040 |
3 years | 0.158 |
5 years | 0.256 |
10 years | 0.121 |