Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.013 | 0 | 44 |
1 month | -0.016 | 0 | 42 |
3 months | 0.013 | 0 | 44 |
1 year | 0.147 | 0 | 38 |
3 years | 0.068 | 0 | 53 |
5 years | 0.157 | 0 | 46 |
10 years | 0.075 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.205 | — |
2023 | 0.105 | — |
2022 | -0.065 | — |
2021 | 0.242 | — |
2020 | 0.047 | — |
2019 | 0.217 | — |
2018 | -0.097 | — |
2017 | 0.080 | — |
2016 | 0.199 | — |
2015 | -0.092 | — |
2014 | 0.095 | — |
2013 | 0.118 | — |
2012 | 0.062 | — |
2011 | -0.096 | — |
2010 | 0.165 | — |
2009 | 0.343 | — |
2008 | -0.332 | — |
2007 | 0.090 | — |
2006 | 0.162 | — |
2005 | 0.229 | — |
2004 | 0.134 | — |
2003 | 0.254 | — |
2002 | -0.133 | — |
2001 | -0.135 | — |
2000 | 0.109 | — |
1999 | 0.309 | — |
1998 | -0.023 | — |
1997 | 0.136 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.065 | -0.008 | 0.101 | 0.036 |
2023 | 0.041 | 0.009 | -0.023 | 0.076 |
2022 | 0.035 | -0.134 | -0.016 | 0.060 |
2021 | 0.078 | 0.082 | 0.001 | 0.063 |
2020 | -0.210 | 0.167 | 0.045 | 0.087 |
2019 | 0.130 | 0.023 | 0.023 | 0.029 |
2018 | -0.047 | 0.065 | -0.008 | -0.103 |
2017 | 0.022 | -0.019 | 0.034 | 0.042 |
2016 | 0.043 | 0.048 | 0.052 | 0.043 |
2015 | 0.023 | -0.019 | -0.081 | -0.016 |
2014 | 0.058 | 0.062 | -0.008 | -0.017 |
2013 | 0.031 | -0.043 | 0.060 | 0.070 |
2012 | 0.042 | -0.059 | 0.068 | 0.015 |
2011 | 0.053 | -0.054 | -0.122 | 0.032 |
2010 | 0.029 | -0.057 | 0.100 | 0.091 |
2009 | -0.019 | 0.196 | 0.105 | 0.036 |
2008 | -0.030 | 0.088 | -0.183 | -0.226 |
2007 | 0.025 | 0.061 | 0.018 | -0.015 |
2006 | 0.078 | -0.037 | 0.017 | 0.101 |
2005 | 0.041 | 0.034 | 0.114 | 0.025 |
2004 | 0.046 | -0.002 | 0.016 | 0.069 |
2003 | -0.037 | 0.103 | 0.064 | 0.109 |
2002 | 0.021 | -0.087 | -0.132 | 0.072 |
2001 | -0.146 | 0.016 | -0.115 | 0.126 |
2000 | 0.126 | 0.077 | 0.032 | -0.113 |
1999 | 0.023 | 0.063 | -0.009 | 0.215 |
1998 | 0.131 | -0.020 | -0.237 | 0.156 |
1997 | -0.012 | 0.100 | 0.093 | -0.043 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.147 |
3 years | 0.068 |
5 years | 0.157 |
10 years | 0.075 |