Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 56 |
| 1 month | 0.029 | 0 | 7 |
| 3 months | 0.034 | 0 | 29 |
| 1 year | 0.129 | 0 | 2 |
| 3 years | 0.143 | 0 | 2 |
| 5 years | 0.160 | 0 | 4 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | 0.215 | — |
| 2022 | 0.017 | — |
| 2021 | 0.164 | — |
| 2020 | 0.192 | — |
| 2019 | 0.122 | — |
| 2018 | 0.042 | — |
| 2017 | 0.161 | — |
| 2016 | 0.107 | — |
| 2015 | 0.036 | — |
| 2014 | 0.261 | — |
| 2013 | 0.053 | — |
| 2012 | 0.178 | — |
| 2011 | -0.067 | — |
| 2010 | 0.116 | — |
| 2009 | 0.278 | — |
| 2008 | -0.192 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.036 | 0.052 | 0.081 | -0.008 |
| 2023 | 0.001 | 0.064 | 0.048 | 0.088 |
| 2022 | 0 | -0.050 | 0.048 | 0.022 |
| 2021 | 0.034 | 0.062 | 0.054 | 0.005 |
| 2020 | -0.076 | 0.088 | 0.067 | 0.112 |
| 2019 | 0.034 | 0.025 | 0.023 | 0.035 |
| 2018 | -0.013 | 0.018 | 0.012 | 0.025 |
| 2017 | 0.060 | 0.039 | 0.015 | 0.039 |
| 2016 | 0.005 | 0.053 | 0.054 | -0.008 |
| 2015 | 0.034 | -0.007 | 0.006 | 0.004 |
| 2014 | 0.042 | 0.094 | 0.045 | 0.059 |
| 2013 | -0.004 | 0.033 | -0.031 | 0.056 |
| 2012 | 0.069 | 0.014 | 0.050 | 0.034 |
| 2011 | -0.012 | 0.005 | -0.043 | -0.019 |
| 2010 | 0.018 | 0.027 | 0.053 | 0.013 |
| 2009 | 0.001 | 0.178 | 0.062 | 0.021 |
| 2008 | -0.099 | -0.065 | 0.004 | -0.045 |
| 2007 | 0.015 | 0.065 | 0.087 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.129 |
| 3 years | 0.143 |
| 5 years | 0.160 |
| 10 years | 0.121 |