Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 81 |
| 1 month | 0.030 | 0 | 20 |
| 3 months | 0.057 | 0 | 32 |
| 1 year | 0.051 | 0 | 47 |
| 3 years | 0.120 | 0 | 33 |
| 5 years | 0.107 | 0 | 33 |
| 10 years | 0.101 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.199 | — |
| 2023 | 0.146 | — |
| 2022 | -0.084 | — |
| 2021 | 0.228 | — |
| 2020 | 0.054 | — |
| 2019 | 0.199 | — |
| 2018 | -0.060 | — |
| 2017 | 0.118 | — |
| 2016 | 0.272 | — |
| 2015 | 0.019 | — |
| 2014 | 0.126 | — |
| 2013 | 0.267 | — |
| 2012 | 0.095 | — |
| 2011 | -0.067 | — |
| 2010 | 0.078 | — |
| 2009 | 0.086 | — |
| 2008 | -0.215 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.070 | 0.057 | — | — |
| 2024 | 0.101 | 0.019 | -0.011 | 0.081 |
| 2023 | 0.044 | 0.035 | 0.012 | 0.049 |
| 2022 | -0.035 | -0.088 | 0.022 | 0.019 |
| 2021 | 0.057 | 0.060 | 0.016 | 0.079 |
| 2020 | -0.192 | 0.193 | 0.012 | 0.080 |
| 2019 | 0.103 | 0.048 | 0.030 | 0.006 |
| 2018 | -0.052 | 0.077 | 0.064 | -0.135 |
| 2017 | 0.050 | -0.007 | 0.024 | 0.047 |
| 2016 | 0.023 | 0.084 | 0.073 | 0.069 |
| 2015 | 0.059 | -0.058 | -0.051 | 0.076 |
| 2014 | 0.016 | 0.021 | 0.026 | 0.059 |
| 2013 | 0.164 | 0.014 | 0.016 | 0.056 |
| 2012 | 0.095 | -0.040 | 0.031 | 0.010 |
| 2011 | 0.024 | 0.006 | -0.160 | 0.078 |
| 2010 | 0.092 | -0.118 | 0.074 | 0.042 |
| 2009 | -0.125 | 0.006 | 0.195 | 0.032 |
| 2008 | -0.099 | 0.021 | -0.109 | -0.042 |
| 2007 | 0.037 | 0 | -0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.103 |
| 5 years | 0.097 |
| 10 years | 0.096 |