Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.239 | 0 | 11 |
| 1 month | 0.019 | 0 | 12 |
| 3 months | 0.077 | 0 | 12 |
| 1 year | 0.256 | 0 | 3 |
| 3 years | 0.146 | 0 | 9 |
| 5 years | 0.144 | 0 | 11 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.109 | — |
| 2023 | 0.097 | — |
| 2022 | 0.092 | — |
| 2021 | 0.161 | — |
| 2020 | -0.089 | — |
| 2019 | 0.200 | — |
| 2018 | -0.069 | — |
| 2017 | 0.103 | — |
| 2016 | 0.091 | — |
| 2015 | 0.070 | — |
| 2014 | 0.066 | — |
| 2013 | 0.203 | — |
| 2012 | 0.098 | — |
| 2011 | 0.014 | — |
| 2010 | 0.097 | — |
| 2009 | 0.159 | — |
| 2008 | -0.195 | — |
| 2007 | 0.004 | — |
| 2006 | 0.189 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | 0.080 | 0.053 | — |
| 2024 | 0.046 | 0.036 | 0.010 | 0.013 |
| 2023 | 0.032 | -0.013 | 0.052 | 0.024 |
| 2022 | 0.034 | -0.035 | -0.030 | 0.128 |
| 2021 | 0.058 | 0.040 | 0.009 | 0.046 |
| 2020 | -0.238 | 0.102 | -0.048 | 0.139 |
| 2019 | 0.089 | 0.040 | 0.012 | 0.048 |
| 2018 | -0.056 | 0.074 | -0.002 | -0.080 |
| 2017 | 0.050 | 0.013 | -0.003 | 0.039 |
| 2016 | 0.021 | 0.048 | 0.065 | -0.043 |
| 2015 | 0.052 | -0.037 | -0.011 | 0.068 |
| 2014 | 0.015 | 0.013 | 0.002 | 0.035 |
| 2013 | 0.106 | -0.002 | 0.023 | 0.064 |
| 2012 | 0.031 | 0.010 | 0.047 | 0.008 |
| 2011 | -0.008 | 0.032 | -0.084 | 0.083 |
| 2010 | 0.044 | -0.091 | 0.095 | 0.056 |
| 2009 | -0.120 | 0.073 | 0.174 | 0.045 |
| 2008 | -0.131 | -0.022 | -0.051 | -0.002 |
| 2007 | 0.021 | 0.011 | -0.033 | 0.006 |
| 2006 | 0.087 | -0.030 | 0.050 | 0.075 |
| 2005 | 0.064 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.256 |
| 3 years | 0.146 |
| 5 years | 0.144 |
| 10 years | 0.089 |
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