Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.146 | 0 | 20 |
| 1 month | 0.001 | 0 | 83 |
| 3 months | 0.056 | 0 | 10 |
| 1 year | 0.136 | 0 | 20 |
| 3 years | 0.127 | 0 | 6 |
| 5 years | 0.077 | 0 | 45 |
| 10 years | 0.074 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | 0.114 | — |
| 2022 | -0.134 | — |
| 2021 | 0.105 | — |
| 2020 | 0.117 | — |
| 2019 | 0.164 | — |
| 2018 | -0.048 | — |
| 2017 | 0.113 | — |
| 2016 | 0.053 | — |
| 2015 | 0.047 | — |
| 2014 | 0.106 | — |
| 2013 | 0.203 | — |
| 2012 | 0.093 | — |
| 2011 | -0.035 | — |
| 2010 | 0.123 | — |
| 2009 | 0.248 | — |
| 2008 | -0.267 | — |
| 2007 | 0.059 | — |
| 2006 | 0.130 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.041 | 0.070 | — |
| 2024 | 0.062 | 0.020 | 0.049 | 0.016 |
| 2023 | 0.054 | 0.009 | -0.027 | 0.076 |
| 2022 | -0.074 | -0.106 | -0.018 | 0.064 |
| 2021 | 0.020 | 0.045 | 0.000 | 0.036 |
| 2020 | -0.126 | 0.129 | 0.038 | 0.091 |
| 2019 | 0.089 | 0.017 | 0.003 | 0.048 |
| 2018 | 0.007 | 0.012 | -0.003 | -0.062 |
| 2017 | 0.044 | 0.017 | 0.004 | 0.045 |
| 2016 | -0.016 | 0.011 | 0.052 | 0.007 |
| 2015 | 0.066 | -0.014 | -0.029 | 0.026 |
| 2014 | 0.036 | 0.022 | 0.011 | 0.033 |
| 2013 | 0.057 | 0.017 | 0.043 | 0.073 |
| 2012 | 0.058 | -0.025 | 0.029 | 0.029 |
| 2011 | 0.025 | -0.016 | -0.081 | 0.041 |
| 2010 | 0.017 | -0.052 | 0.088 | 0.071 |
| 2009 | -0.027 | 0.143 | 0.090 | 0.029 |
| 2008 | -0.042 | 0.053 | -0.152 | -0.143 |
| 2007 | 0.025 | 0.024 | -0.002 | 0.011 |
| 2006 | 0.063 | -0.055 | 0.028 | 0.094 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.136 |
| 3 years | 0.127 |
| 5 years | 0.077 |
| 10 years | 0.074 |
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