Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return0.87%
5-Year Average Return12.27%
Number of Years Up11
Number of Years Down2
Best 1 Yr Total Return (Jun 25, 2024)38.86%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return38.86%
Worst 3-Yr Total Return0.03%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return0P0000ST88.LCategory
YTD6.06%0.00%
1-Month2.45%0.00%
3-Month10.67%0.00%
1-Year20.54%0.00%
3-Year12.69%0.00%
5-Year13.79%0.00%
10-Year10.20%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%
Annual Total Return (%) History
Year0P0000ST88.LCategory
2024N/AN/A
202318.63%N/A
202215.64%N/A
202115.90%N/A
202011.14%N/A
20193.32%N/A
20181.11%N/A
201718.84%N/A
201615.20%N/A
20153.25%N/A
2014-8.08%N/A
201338.86%N/A
201215.46%N/A
2011-18.85%N/A
201019.65%N/A
20093.10%N/A
2008-2.78%N/A
200715.65%N/A
200615.65%N/A
200526.90%N/A
200416.07%N/A
200321.29%N/A
20023.77%N/A
2001-1.04%N/A
20007.14%N/A
199924.24%N/A
199841.75%N/A
1997N/AN/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20242.22%N/AN/AN/A
20238.78%-2.74%6.62%5.16%
20224.68%-7.08%-1.46%20.65%
202110.08%4.50%3.70%-2.84%
2020-27.02%22.61%-2.44%27.32%
2019-0.92%4.71%0.58%-0.98%
2018-2.35%4.77%4.44%-5.38%
20171.55%7.34%7.18%1.72%
20163.07%1.54%6.82%3.04%
20156.39%-6.07%-0.58%3.92%
20140.49%-5.93%-3.05%0.29%
201310.41%6.06%9.92%7.88%
20126.32%-8.27%8.53%9.08%
2011-1.88%4.14%-22.21%2.09%
20104.51%-10.53%11.98%14.28%
2009-15.37%4.28%23.83%-5.67%
20080.05%2.28%-13.46%9.78%
20075.83%3.36%-0.57%6.33%
200611.70%-7.02%4.94%6.11%
20055.45%3.73%15.31%0.61%
20040.05%-0.39%6.32%9.54%
2003-2.43%9.10%5.56%7.94%
200211.20%3.58%-11.39%1.67%
2001-8.72%0.94%-7.90%16.63%
20003.68%1.70%-1.30%2.94%
1999-2.14%7.25%-1.56%20.25%
199832.90%6.72%-6.50%6.90%
19977.59%-1.82%N/AN/A
Rank In Category (By Total Return)
YTD75
1-Month59
3-Month4
1-Year12
3-Year1
5-Year2
Load Adjusted Returns
1-Year15.71%
3-Year11.17%
5-Year12.87%
10-Year9.75%
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