Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.132 | 0.053 | 4 |
| 1 month | 0.021 | -0.042 | 52 |
| 3 months | 0.166 | 0.039 | 10 |
| 1 year | 0.212 | 0.203 | 4 |
| 3 years | 0.218 | 0.065 | 2 |
| 5 years | 0.173 | 0.118 | 6 |
| 10 years | 0.132 | 0.110 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.253 | — |
| 2023 | 0.289 | 0.223 |
| 2022 | -0.153 | -0.170 |
| 2021 | 0.254 | 0.261 |
| 2020 | 0.149 | 0.158 |
| 2019 | 0.249 | 0.288 |
| 2018 | -0.062 | -0.063 |
| 2017 | 0.201 | 0.204 |
| 2016 | 0.149 | 0.104 |
| 2015 | -0.012 | -0.011 |
| 2014 | 0.124 | 0.110 |
| 2013 | 0.328 | 0.315 |
| 2012 | 0.160 | 0.150 |
| 2011 | -0.014 | -0.013 |
| 2010 | 0.112 | 0.140 |
| 2009 | — | 0.282 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | 0.143 | — | — |
| 2024 | 0.105 | 0.038 | 0.068 | 0.023 |
| 2023 | 0.064 | 0.090 | -0.023 | 0.138 |
| 2022 | -0.046 | -0.154 | -0.057 | 0.113 |
| 2021 | 0.070 | 0.067 | 0.006 | 0.091 |
| 2020 | -0.190 | 0.193 | 0.068 | 0.114 |
| 2019 | 0.115 | 0.023 | 0.000 | 0.096 |
| 2018 | -0.012 | 0.034 | 0.048 | -0.125 |
| 2017 | 0.058 | 0.025 | 0.043 | 0.062 |
| 2016 | 0.031 | 0.040 | 0.039 | 0.032 |
| 2015 | 0.006 | 0.003 | -0.076 | 0.060 |
| 2014 | 0.024 | 0.059 | 0.010 | 0.026 |
| 2013 | 0.094 | 0.030 | 0.067 | 0.105 |
| 2012 | 0.112 | -0.024 | 0.058 | 0.009 |
| 2011 | 0.044 | -0.004 | -0.143 | 0.105 |
| 2010 | 0.033 | -0.115 | 0.118 | 0.088 |
| 2009 | 0.130 | 0.067 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.212 |
| 3 years | 0.218 |
| 5 years | 0.173 |
| 10 years | 0.132 |