Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.110 | 0 | 54 |
| 1 month | -0.002 | 0 | 59 |
| 3 months | 0.085 | 0 | 14 |
| 1 year | 0.112 | 0 | 45 |
| 3 years | 0.221 | 0 | 20 |
| 5 years | 0.157 | 0 | 21 |
| 10 years | 0.125 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.385 | — |
| 2023 | 0.251 | — |
| 2022 | -0.154 | — |
| 2021 | 0.249 | — |
| 2020 | 0.155 | — |
| 2019 | 0.255 | — |
| 2018 | -0.022 | — |
| 2017 | 0.115 | — |
| 2016 | -0.002 | — |
| 2015 | 0.178 | — |
| 2014 | 0.214 | — |
| 2013 | 0.393 | — |
| 2012 | 0.102 | — |
| 2011 | -0.042 | — |
| 2010 | 0.086 | — |
| 2009 | 0.091 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | 0.045 | 0.095 | — |
| 2024 | 0.145 | 0.061 | 0.039 | 0.098 |
| 2023 | 0.083 | 0.069 | -0.005 | 0.086 |
| 2022 | -0.072 | -0.149 | 0.019 | 0.051 |
| 2021 | 0.038 | 0.074 | 0.019 | 0.100 |
| 2020 | -0.128 | 0.174 | 0.061 | 0.064 |
| 2019 | 0.111 | 0.033 | 0.019 | 0.073 |
| 2018 | 0.014 | 0.047 | 0.036 | -0.111 |
| 2017 | 0.043 | 0.003 | -0.004 | 0.069 |
| 2016 | -0.087 | 0.003 | 0.050 | 0.038 |
| 2015 | 0.126 | -0.011 | -0.026 | 0.086 |
| 2014 | 0.045 | 0.007 | 0.062 | 0.087 |
| 2013 | 0.104 | 0.063 | 0.038 | 0.144 |
| 2012 | 0.110 | -0.033 | 0.030 | -0.002 |
| 2011 | 0.015 | -0.021 | -0.107 | 0.079 |
| 2010 | 0.018 | -0.089 | 0.069 | 0.096 |
| 2009 | -0.059 | 0.063 | 0.051 | 0.038 |
| 2008 | -0.009 | -0.139 | -0.098 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.112 |
| 3 years | 0.221 |
| 5 years | 0.157 |
| 10 years | 0.125 |
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