Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | — |
| 1 month | 0.019 | 0 | — |
| 3 months | 0.037 | 0 | — |
| 1 year | 0.110 | 0 | — |
| 3 years | 0.077 | 0 | — |
| 5 years | 0.065 | 0 | — |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.064 | — |
| 2022 | 0.024 | — |
| 2021 | 0.032 | — |
| 2020 | 0.124 | — |
| 2019 | 0.104 | — |
| 2018 | 0.075 | — |
| 2017 | 0.041 | — |
| 2016 | 0.139 | — |
| 2015 | 0.078 | — |
| 2014 | 0.150 | — |
| 2013 | 0.040 | — |
| 2012 | 0.109 | — |
| 2011 | 0.080 | — |
| 2010 | 0.054 | — |
| 2009 | 0.076 | — |
| 2008 | 0.102 | — |
| 2007 | 0.091 | — |
| 2006 | 0.047 | — |
| 2005 | 0.044 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | — | — | — |
| 2024 | 0.031 | 0.016 | 0.034 | 0.007 |
| 2023 | 0.016 | 0.022 | 0.007 | 0.017 |
| 2022 | 0.004 | -0.014 | 0.015 | 0.019 |
| 2021 | -0.007 | 0.012 | 0.021 | 0.005 |
| 2020 | 0.038 | 0.043 | 0.004 | 0.034 |
| 2019 | 0.023 | 0.033 | 0.024 | 0.020 |
| 2018 | 0.016 | -0.007 | 0.015 | 0.049 |
| 2017 | 0.005 | 0.029 | 0.011 | -0.004 |
| 2016 | 0.027 | 0.023 | 0.062 | 0.022 |
| 2015 | 0.032 | 0.001 | 0.043 | 0.001 |
| 2014 | 0.026 | 0.036 | 0.021 | 0.059 |
| 2013 | 0.022 | 0.038 | -0.042 | 0.024 |
| 2012 | 0.023 | 0.027 | 0.032 | 0.023 |
| 2011 | 0.016 | 0.017 | 0.020 | 0.024 |
| 2010 | 0.013 | 0.022 | 0.009 | 0.009 |
| 2009 | 0.009 | 0.038 | 0.009 | 0.018 |
| 2008 | 0.012 | -0.012 | 0.015 | 0.085 |
| 2007 | 0.007 | 0.018 | 0.034 | 0.028 |
| 2006 | 0.003 | 0.009 | 0.024 | 0.010 |
| 2005 | 0.012 | 0.009 | 0.013 | 0.009 |
| 2004 | -0.049 | -0.004 | 0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.077 |
| 5 years | 0.065 |
| 10 years | 0.078 |