Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.075 | 0 | 21 |
| 1 month | 0.047 | 0 | 17 |
| 3 months | 0.131 | 0 | 9 |
| 1 year | 0.114 | 0 | 18 |
| 3 years | 0.097 | 0 | 20 |
| 5 years | 0.077 | 0 | 58 |
| 10 years | 0.111 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.152 | — |
| 2022 | -0.170 | — |
| 2021 | 0.177 | — |
| 2020 | 0.202 | — |
| 2019 | 0.301 | — |
| 2018 | -0.031 | — |
| 2017 | 0.181 | — |
| 2016 | 0.163 | — |
| 2015 | 0.095 | — |
| 2014 | 0.103 | — |
| 2013 | 0.238 | — |
| 2012 | 0.145 | — |
| 2011 | 0.005 | — |
| 2010 | 0.123 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | 0.074 | — | — |
| 2024 | 0.067 | 0.012 | -0.001 | 0.031 |
| 2023 | 0.047 | 0.028 | -0.008 | 0.080 |
| 2022 | -0.081 | -0.132 | -0.006 | 0.048 |
| 2021 | -0.025 | 0.095 | 0.043 | 0.056 |
| 2020 | -0.076 | 0.190 | 0.060 | 0.031 |
| 2019 | 0.112 | 0.098 | 0.046 | 0.019 |
| 2018 | -0.035 | 0.078 | 0.039 | -0.103 |
| 2017 | 0.071 | 0.025 | 0.016 | 0.058 |
| 2016 | -0.009 | 0.059 | 0.090 | 0.017 |
| 2015 | 0.078 | -0.036 | -0.026 | 0.081 |
| 2014 | -0.007 | 0.023 | 0.037 | 0.047 |
| 2013 | 0.114 | 0.020 | 0.023 | 0.065 |
| 2012 | 0.075 | -0.016 | 0.071 | 0.011 |
| 2011 | -0.010 | 0.019 | -0.054 | 0.053 |
| 2010 | 0.063 | -0.066 | 0.076 | 0.051 |
| 2009 | 0.039 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.114 |
| 3 years | 0.097 |
| 5 years | 0.077 |
| 10 years | 0.111 |