Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 45 |
| 1 month | 0.025 | 0 | 76 |
| 3 months | 0.056 | 0 | 92 |
| 1 year | 0.054 | 0 | 86 |
| 3 years | 0.049 | 0 | 87 |
| 5 years | 0.056 | 0 | 75 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | 0.078 | — |
| 2022 | -0.087 | — |
| 2021 | 0.090 | — |
| 2020 | 0.027 | — |
| 2019 | 0.155 | — |
| 2018 | -0.069 | — |
| 2017 | 0.093 | — |
| 2016 | 0.115 | — |
| 2015 | 0.041 | — |
| 2014 | 0.039 | — |
| 2013 | 0.120 | — |
| 2012 | 0.094 | — |
| 2011 | -0.010 | — |
| 2010 | 0.111 | — |
| 2009 | 0.162 | — |
| 2008 | -0.194 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | 0.030 | — | — |
| 2024 | 0.031 | 0.013 | 0.011 | -0.003 |
| 2023 | 0.026 | -0.013 | 0.011 | 0.052 |
| 2022 | -0.025 | -0.063 | -0.048 | 0.049 |
| 2021 | 0.009 | 0.053 | 0.007 | 0.019 |
| 2020 | -0.160 | 0.126 | 0.006 | 0.079 |
| 2019 | 0.065 | 0.040 | 0.016 | 0.027 |
| 2018 | -0.038 | 0.041 | 0.011 | -0.081 |
| 2017 | 0.039 | 0.012 | 0.007 | 0.031 |
| 2016 | -0.002 | 0.015 | 0.077 | 0.022 |
| 2015 | 0.051 | -0.030 | -0.025 | 0.047 |
| 2014 | -0.005 | 0.015 | 0.007 | 0.022 |
| 2013 | 0.079 | -0.016 | 0.024 | 0.030 |
| 2012 | 0.048 | -0.019 | 0.042 | 0.020 |
| 2011 | 0.012 | 0.012 | -0.087 | 0.059 |
| 2010 | 0.059 | -0.079 | 0.079 | 0.055 |
| 2009 | -0.086 | 0.079 | 0.149 | 0.025 |
| 2008 | -0.077 | -0.026 | -0.076 | -0.030 |
| 2007 | 0.004 | -0.004 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.049 |
| 5 years | 0.056 |
| 10 years | 0.049 |