Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.073 | 0 | 7 |
| 1 month | 0.020 | 0 | 60 |
| 3 months | 0.070 | 0 | 31 |
| 1 year | 0.102 | 0 | 9 |
| 3 years | 0.149 | 0 | 52 |
| 5 years | 0.160 | 0 | 23 |
| 10 years | 0.112 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.123 | — |
| 2023 | 0.165 | — |
| 2022 | 0.079 | — |
| 2021 | 0.151 | — |
| 2020 | 0.117 | — |
| 2019 | 0.108 | — |
| 2018 | 0.024 | — |
| 2017 | 0.190 | — |
| 2016 | 0.073 | — |
| 2015 | 0.067 | — |
| 2014 | 0.290 | — |
| 2013 | 0.109 | — |
| 2012 | 0.333 | — |
| 2011 | -0.088 | — |
| 2010 | 0.152 | — |
| 2009 | 0.496 | — |
| 2008 | -0.371 | — |
| 2007 | 0.304 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.070 | — | — |
| 2024 | 0.046 | 0.045 | 0.060 | -0.032 |
| 2023 | -0.006 | 0.059 | 0.038 | 0.067 |
| 2022 | 0.011 | -0.013 | 0.051 | 0.028 |
| 2021 | 0.040 | 0.045 | 0.049 | 0.010 |
| 2020 | -0.197 | 0.155 | 0.071 | 0.125 |
| 2019 | 0.028 | 0.022 | 0.010 | 0.044 |
| 2018 | -0.013 | 0.007 | 0.002 | 0.029 |
| 2017 | 0.072 | 0.025 | 0.030 | 0.051 |
| 2016 | -0.024 | 0.071 | 0.046 | -0.017 |
| 2015 | 0.030 | 0.009 | 0.012 | 0.015 |
| 2014 | 0.050 | 0.108 | 0.058 | 0.048 |
| 2013 | -0.034 | 0.019 | 0.023 | 0.102 |
| 2012 | 0.140 | 0.012 | 0.087 | 0.063 |
| 2011 | -0.016 | 0.026 | -0.051 | -0.048 |
| 2010 | 0.029 | 0.024 | 0.074 | 0.018 |
| 2009 | 0.022 | 0.259 | 0.117 | 0.042 |
| 2008 | -0.199 | -0.074 | -0.024 | -0.132 |
| 2007 | 0.015 | 0.075 | 0.082 | 0.105 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.149 |
| 5 years | 0.160 |
| 10 years | 0.112 |