Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | 0.037 | 0 | — |
| 1 year | 0.076 | 0 | — |
| 3 years | 0.115 | 0 | — |
| 5 years | 0.110 | 0 | — |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.121 | — |
| 2022 | 0.034 | — |
| 2021 | 0.108 | — |
| 2020 | 0.138 | — |
| 2019 | 0.097 | — |
| 2018 | 0.028 | — |
| 2017 | 0.142 | — |
| 2016 | 0.093 | — |
| 2015 | 0.049 | — |
| 2014 | 0.226 | — |
| 2013 | 0.060 | — |
| 2012 | 0.184 | — |
| 2011 | -0.065 | — |
| 2010 | 0.098 | — |
| 2009 | 0.294 | — |
| 2008 | -0.216 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.037 | — | — |
| 2024 | 0.026 | 0.037 | 0.048 | -0.026 |
| 2023 | -0.004 | 0.049 | 0.018 | 0.053 |
| 2022 | 0.004 | -0.045 | 0.046 | 0.031 |
| 2021 | 0.014 | 0.036 | 0.057 | -0.002 |
| 2020 | -0.089 | 0.090 | 0.042 | 0.101 |
| 2019 | 0.039 | 0.027 | 0.010 | 0.018 |
| 2018 | -0.013 | 0.003 | 0.007 | 0.032 |
| 2017 | 0.045 | 0.031 | 0.020 | 0.039 |
| 2016 | 0.001 | 0.045 | 0.059 | -0.013 |
| 2015 | 0.035 | 0.000 | 0.010 | 0.003 |
| 2014 | 0.040 | 0.075 | 0.042 | 0.052 |
| 2013 | -0.015 | 0.030 | -0.019 | 0.065 |
| 2012 | 0.067 | 0.017 | 0.056 | 0.033 |
| 2011 | -0.012 | -0.009 | -0.030 | -0.015 |
| 2010 | 0.017 | 0.014 | 0.056 | 0.010 |
| 2009 | 0.020 | 0.159 | 0.068 | 0.024 |
| 2008 | -0.126 | -0.061 | 0.005 | -0.049 |
| 2007 | 0.063 | 0.081 | 0.092 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.115 |
| 5 years | 0.110 |
| 10 years | 0.091 |