Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.030 | 0 | 48 |
1 month | 0.082 | 0 | 33 |
3 months | 0.183 | 0 | 33 |
1 year | 0.068 | 0 | 60 |
3 years | 0.253 | 0 | 16 |
5 years | 0.156 | 0 | 20 |
10 years | 0.173 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.380 | — |
2023 | 0.489 | — |
2022 | -0.347 | — |
2021 | 0.214 | — |
2020 | 0.386 | — |
2019 | 0.382 | — |
2018 | -0.042 | — |
2017 | 0.342 | — |
2016 | 0.089 | — |
2015 | 0.123 | — |
2014 | 0.166 | — |
2013 | 0.312 | — |
2012 | 0.078 | — |
2011 | -0.013 | — |
2010 | 0.037 | — |
2009 | 0.580 | — |
2008 | -0.463 | — |
2007 | 0.038 | — |
2006 | -0.012 | — |
2005 | 0.215 | — |
2004 | 0.028 | — |
2003 | 0.448 | — |
2002 | -0.544 | — |
2001 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.130 | 0.183 | — | — |
2024 | 0.204 | 0.106 | -0.077 | 0.124 |
2023 | 0.196 | 0.132 | -0.014 | 0.115 |
2022 | -0.109 | -0.211 | -0.038 | -0.035 |
2021 | 0.056 | 0.098 | -0.008 | 0.056 |
2020 | -0.087 | 0.232 | 0.110 | 0.110 |
2019 | 0.171 | 0.042 | 0.027 | 0.103 |
2018 | -0.008 | 0.107 | 0.054 | -0.172 |
2017 | 0.102 | 0.059 | 0.074 | 0.071 |
2016 | -0.075 | -0.018 | 0.152 | 0.040 |
2015 | 0.039 | -0.015 | -0.006 | 0.104 |
2014 | 0.003 | 0.035 | 0.035 | 0.085 |
2013 | 0.063 | 0.026 | 0.082 | 0.112 |
2012 | 0.170 | -0.097 | 0.053 | -0.032 |
2011 | 0.040 | -0.045 | -0.056 | 0.053 |
2010 | 0.013 | -0.102 | 0.077 | 0.059 |
2009 | 0.081 | 0.167 | 0.112 | 0.126 |
2008 | -0.186 | -0.007 | -0.118 | -0.247 |
2007 | -0.003 | 0.096 | 0.000 | -0.050 |
2006 | 0.035 | -0.102 | 0.033 | 0.029 |
2005 | 0.001 | 0.067 | 0.084 | 0.050 |
2004 | 0.004 | -0.007 | -0.090 | 0.133 |
2003 | -0.008 | 0.217 | 0.083 | 0.108 |
2002 | -0.159 | -0.363 | -0.270 | 0.167 |
2001 | -0.341 | 0.357 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.068 |
3 years | 0.253 |
5 years | 0.156 |
10 years | 0.173 |