Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.053 | 0 | 6 |
1 month | 0.021 | 0 | 7 |
3 months | 0.057 | 0 | 3 |
1 year | 0.211 | 0 | 5 |
3 years | 0.075 | 0 | 29 |
5 years | 0.108 | 0 | 74 |
10 years | 0.046 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.174 | — |
2023 | 0.073 | — |
2022 | -0.036 | — |
2021 | 0.143 | — |
2020 | 0.001 | — |
2019 | 0.174 | — |
2018 | -0.103 | — |
2017 | 0.043 | — |
2016 | 0.089 | — |
2015 | -0.081 | — |
2014 | 0.049 | — |
2013 | 0.103 | — |
2012 | 0.033 | — |
2011 | -0.101 | — |
2010 | 0.094 | — |
2009 | 0.175 | — |
2008 | -0.339 | — |
2007 | 0.140 | — |
2006 | 0.123 | — |
2005 | 0.188 | — |
2004 | 0.113 | — |
2003 | 0.191 | — |
2002 | -0.222 | — |
2001 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.032 | — | — | — |
2024 | 0.041 | 0.005 | 0.126 | -0.003 |
2023 | 0.043 | 0.005 | -0.051 | 0.078 |
2022 | 0.049 | -0.097 | -0.033 | 0.054 |
2021 | 0.052 | 0.052 | -0.005 | 0.038 |
2020 | -0.192 | 0.136 | 0.069 | 0.020 |
2019 | 0.114 | 0.020 | 0.017 | 0.016 |
2018 | -0.051 | 0.059 | -0.013 | -0.096 |
2017 | 0.005 | -0.027 | 0.027 | 0.039 |
2016 | -0.004 | 0.032 | 0.040 | 0.019 |
2015 | 0.037 | -0.016 | -0.077 | -0.024 |
2014 | 0.047 | 0.037 | -0.026 | -0.008 |
2013 | 0.021 | -0.042 | 0.054 | 0.071 |
2012 | 0.024 | -0.047 | 0.054 | 0.005 |
2011 | 0.043 | -0.042 | -0.130 | 0.035 |
2010 | 0.025 | -0.065 | 0.074 | 0.063 |
2009 | -0.067 | 0.131 | 0.088 | 0.023 |
2008 | -0.031 | 0.069 | -0.184 | -0.218 |
2007 | 0.049 | 0.074 | 0.035 | -0.023 |
2006 | 0.046 | -0.055 | 0.009 | 0.126 |
2005 | 0.044 | 0.011 | 0.100 | 0.024 |
2004 | 0.064 | -0.036 | 0.007 | 0.079 |
2003 | -0.075 | 0.109 | 0.036 | 0.121 |
2002 | -0.019 | -0.147 | -0.123 | 0.059 |
2001 | -0.010 | -0.186 | 0.122 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.211 |
3 years | 0.075 |
5 years | 0.108 |
10 years | 0.046 |