Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.063 | 0 | 2 |
1 month | 0.025 | 0 | 4 |
3 months | 0.039 | 0 | 4 |
1 year | 0.049 | 0 | 28 |
3 years | 0.192 | 0 | 46 |
5 years | 0.185 | 0 | 75 |
10 years | 0.092 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.135 | — |
2023 | 0.341 | — |
2022 | 0.044 | — |
2021 | 0.181 | — |
2020 | -0.019 | — |
2019 | 0.158 | — |
2018 | -0.177 | — |
2017 | 0.228 | — |
2016 | 0.106 | — |
2015 | 0.121 | — |
2014 | 0.029 | — |
2013 | 0.570 | — |
2012 | 0.202 | — |
2011 | -0.061 | — |
2010 | 0.012 | — |
2009 | 0.098 | — |
2008 | -0.324 | — |
2007 | -0.070 | — |
2006 | -0.044 | — |
2005 | 0.446 | — |
2004 | 0.113 | — |
2003 | 0.293 | — |
2002 | -0.067 | — |
2001 | -0.030 | — |
2000 | 0.101 | — |
1999 | 0.252 | — |
1998 | 0.246 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.038 | — | — | — |
2024 | 0.168 | -0.019 | -0.025 | 0.016 |
2023 | 0.064 | 0.147 | 0.078 | 0.020 |
2022 | 0.020 | -0.020 | -0.001 | 0.045 |
2021 | 0.168 | 0.009 | 0.045 | -0.041 |
2020 | -0.195 | 0.097 | 0.026 | 0.082 |
2019 | 0.032 | -0.013 | 0.041 | 0.091 |
2018 | -0.049 | -0.007 | 0.025 | -0.150 |
2017 | -0.023 | 0.047 | 0.089 | 0.102 |
2016 | -0.096 | -0.058 | 0.115 | 0.166 |
2015 | 0.107 | 0.093 | -0.160 | 0.103 |
2014 | -0.051 | 0.047 | 0.018 | 0.018 |
2013 | 0.224 | 0.116 | 0.093 | 0.051 |
2012 | 0.148 | -0.073 | 0.008 | 0.120 |
2011 | -0.002 | -0.009 | -0.012 | -0.039 |
2010 | 0.102 | -0.123 | -0.072 | 0.128 |
2009 | -0.111 | 0.331 | -0.009 | -0.064 |
2008 | -0.132 | 0.001 | -0.096 | -0.141 |
2007 | 0.041 | 0.014 | -0.118 | -0.001 |
2006 | 0.054 | -0.099 | 0.019 | -0.012 |
2005 | 0.063 | -0.015 | 0.203 | 0.149 |
2004 | 0.159 | -0.009 | -0.080 | 0.054 |
2003 | -0.050 | 0.146 | 0.160 | 0.024 |
2002 | 0.029 | 0.009 | -0.055 | -0.050 |
2001 | 0.070 | 0.078 | -0.108 | -0.057 |
2000 | 0.054 | 0.138 | -0.072 | -0.012 |
1999 | 0.249 | 0.170 | -0.038 | -0.109 |
1998 | 0.251 | 0.072 | -0.121 | 0.057 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.049 |
3 years | 0.192 |
5 years | 0.185 |
10 years | 0.092 |