Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.003 | 0 | 18 |
1 month | -0.025 | 0 | 42 |
3 months | -0.043 | 0 | 16 |
1 year | 0.042 | 0 | 85 |
3 years | 0.071 | 0 | 87 |
5 years | 0.084 | 0 | 81 |
10 years | 0.079 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.077 | — |
2023 | 0.151 | — |
2022 | -0.147 | — |
2021 | 0.100 | — |
2020 | 0.242 | — |
2019 | 0.206 | — |
2018 | 0.011 | — |
2017 | 0.156 | — |
2016 | -0.025 | — |
2015 | 0.175 | — |
2014 | 0.132 | — |
2013 | 0.219 | — |
2012 | 0.056 | — |
2011 | -0.066 | — |
2010 | 0.114 | — |
2009 | 0.209 | — |
2008 | -0.201 | — |
2007 | 0.024 | — |
2006 | 0.056 | — |
2005 | 0.107 | — |
2004 | 0.103 | — |
2003 | 0.196 | — |
2002 | -0.009 | — |
2001 | 0.010 | — |
2000 | 0.132 | — |
1999 | -0.116 | — |
1998 | 0.077 | — |
1997 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.022 | — | — | — |
2024 | 0.044 | 0.006 | 0.059 | -0.032 |
2023 | 0.074 | -0.006 | -0.011 | 0.090 |
2022 | -0.090 | -0.149 | -0.038 | 0.144 |
2021 | 0.042 | 0.040 | -0.029 | 0.046 |
2020 | -0.101 | 0.167 | 0.092 | 0.084 |
2019 | 0.103 | 0.031 | -0.005 | 0.067 |
2018 | 0.036 | 0.024 | 0.034 | -0.079 |
2017 | 0.044 | 0.033 | 0.008 | 0.063 |
2016 | -0.070 | 0.005 | 0.036 | 0.006 |
2015 | 0.103 | 0.017 | -0.013 | 0.061 |
2014 | 0.033 | 0.004 | 0.053 | 0.036 |
2013 | 0.049 | 0.018 | 0.019 | 0.119 |
2012 | 0.071 | -0.036 | 0.029 | -0.006 |
2011 | 0.051 | -0.039 | -0.112 | 0.041 |
2010 | 0.020 | -0.030 | 0.058 | 0.064 |
2009 | -0.040 | 0.097 | 0.095 | 0.048 |
2008 | 0.018 | 0.092 | -0.147 | -0.157 |
2007 | 0.006 | 0.013 | -0.032 | 0.038 |
2006 | 0.041 | -0.022 | -0.034 | 0.074 |
2005 | 0.006 | 0.003 | 0.068 | 0.028 |
2004 | 0.045 | -0.019 | 0.002 | 0.073 |
2003 | -0.094 | 0.118 | 0.063 | 0.111 |
2002 | 0.093 | -0.039 | -0.121 | 0.072 |
2001 | -0.059 | 0.048 | -0.074 | 0.107 |
2000 | 0.005 | 0.077 | 0.071 | -0.024 |
1999 | -0.034 | -0.042 | -0.076 | 0.033 |
1998 | 0.130 | 0.033 | -0.199 | 0.152 |
1997 | 0.166 | 0.083 | -0.010 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.042 |
3 years | 0.071 |
5 years | 0.084 |
10 years | 0.079 |