Year | Q1 | Q2 | Q3 | Q4 | Annual | SP500 | Excess Return |
2000 | 22.55% | 4.85% | 7.58% | 8.00% | 42.98% | −9.32% | 52.30% |
2001 | −3.72% | 11.52% | −5.82% | −6.86% | −4.88% | −12.07% | 7.19% |
2002 | 22.13% | −1.81% | 8.41% | −6.79% | 21.94% | −24.35% | 46.29% |
2003 | −0.43% | 2.12% | 26.63% | 17.14% | 45.46% | 24.22% | 21.24% |
2004 | 6.12% | 0.54% | 0.79% | 3.39% | 10.83% | 8.88% | 1.95% |
2005 | 5.00% | 4.45% | 1.94% | 3.02% | 14.41% | 3.24% | 11.17% |
2006 | 8.73% | 0.99% | −2.12% | 2.99% | 10.60% | 12.98% | −2.38% |
2007 | 6.77% | 4.45% | −1.43% | 5.32% | 15.01% | 3.90% | 11.11% |
2008 | 2.99% | 2.99% | −2.97% | 4.39% | 7.39% | −45.45% | 52.84% |
2009 | 10.32% | −9.44% | 14.46% | 9.60% | 24.93% | 23.58% | 1.35% |
2010 | 8.38% | −7.04% | −2.57% | 4.36% | 3.13% | 13.80% | −10.67% |
2011 | 11.13% | 1.87% | −12.02% | −3.72% | −2.76% | 1.15% | −3.91% |
2012 | 23.32% | −5.11% | −11.99% | 1.32% | 7.54% | 13.16% | −6.62% |
2013 | 13.39% | 3.06% | 3.09% | 8.55% | 28.09% | 26.54% | 1.55% |
2014 | 2.51% | 3.35% | −3.64% | −5.27% | −3.04% | 11.14% | −14.18% |
2015 | 4.66% | 1.56% | 3.60% | −1.50% | 8.31% | 0.11% | 8.20% |
2016 | 1.97% | −2.96% | 6.64% | 6.90% | 12.55% | 9.62% | 2.39% |
2017 | 4.70% | 2.97% | −2.37% | 4.40% | 9.70% | 17.96% | −8.26% |
2018 | 4.27% | 1.77% | −0.08% | 5.77% | 11.70% | −5.32% | 17.02% |