Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.126 | 0 | 1 |
| 1 month | 0.130 | 0 | 1 |
| 3 months | 0.126 | 0 | 1 |
| 1 year | 0.146 | 0 | 2 |
| 3 years | 0.091 | 0 | 10 |
| 5 years | 0.098 | 0 | 49 |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | 0.083 | — |
| 2022 | 0.018 | — |
| 2021 | 0.069 | — |
| 2020 | 0.123 | — |
| 2019 | 0.036 | — |
| 2018 | 0.031 | — |
| 2017 | 0.078 | — |
| 2016 | 0.128 | — |
| 2015 | 0.055 | — |
| 2014 | 0.178 | — |
| 2013 | 0.037 | — |
| 2012 | 0.034 | — |
| 2011 | 0.035 | — |
| 2010 | 0.069 | — |
| 2009 | 0.012 | — |
| 2008 | 0.130 | — |
| 2007 | 0.104 | — |
| 2006 | 0.075 | — |
| 2005 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.126 | — | — | — |
| 2024 | 0.028 | 0.028 | 0.034 | -0.044 |
| 2023 | 0.005 | 0.036 | 0.013 | 0.027 |
| 2022 | -0.001 | -0.030 | 0.027 | 0.022 |
| 2021 | 0.003 | 0.024 | 0.037 | 0.004 |
| 2020 | -0.025 | 0.069 | 0.016 | 0.060 |
| 2019 | 0.020 | 0.019 | -0.022 | 0.019 |
| 2018 | -0.001 | -0.002 | 0.006 | 0.029 |
| 2017 | 0.024 | 0.033 | 0.010 | 0.009 |
| 2016 | 0.020 | 0.030 | 0.056 | 0.017 |
| 2015 | 0.028 | -0.004 | 0.029 | 0.001 |
| 2014 | 0.034 | 0.055 | 0.024 | 0.055 |
| 2013 | 0.010 | 0.034 | -0.043 | 0.037 |
| 2012 | -0.050 | 0.021 | 0.039 | 0.025 |
| 2011 | 0.014 | 0.015 | 0.001 | 0.005 |
| 2010 | 0.016 | 0.029 | 0.011 | 0.012 |
| 2009 | -0.050 | 0.041 | 0.007 | 0.016 |
| 2008 | -0.004 | -0.024 | 0.024 | 0.135 |
| 2007 | 0.001 | 0.025 | 0.034 | 0.040 |
| 2006 | 0.022 | -0.011 | 0.038 | 0.025 |
| 2005 | 0.017 | 0.034 | 0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.146 |
| 3 years | 0.091 |
| 5 years | 0.098 |
| 10 years | 0.076 |