Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.130 | 0.121 | 17 |
| 1 month | 0.000 | 0.006 | 67 |
| 3 months | 0.118 | 0.065 | 32 |
| 1 year | 0.161 | 0.380 | 13 |
| 3 years | 0.161 | 0.127 | 15 |
| 5 years | 0.119 | 0.128 | 49 |
| 10 years | 0.094 | 0.091 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.212 | — |
| 2022 | -0.170 | — |
| 2021 | 0.151 | — |
| 2020 | 0.158 | 0.130 |
| 2019 | 0.257 | 0.253 |
| 2018 | -0.100 | -0.101 |
| 2017 | 0.251 | 0.223 |
| 2016 | 0.069 | 0.069 |
| 2015 | -0.019 | -0.009 |
| 2014 | 0.044 | 0.037 |
| 2013 | 0.253 | 0.241 |
| 2012 | 0.196 | 0.144 |
| 2011 | -0.072 | -0.072 |
| 2010 | 0.081 | 0.145 |
| 2009 | — | 0.345 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.131 | — | — |
| 2024 | 0.083 | 0.016 | 0.058 | -0.018 |
| 2023 | 0.063 | 0.059 | -0.038 | 0.119 |
| 2022 | -0.075 | -0.147 | -0.072 | 0.133 |
| 2021 | 0.045 | 0.058 | -0.021 | 0.065 |
| 2020 | -0.203 | 0.184 | 0.071 | 0.146 |
| 2019 | 0.122 | 0.030 | -0.006 | 0.094 |
| 2018 | 0.004 | 0.002 | 0.012 | -0.116 |
| 2017 | 0.075 | 0.053 | 0.051 | 0.051 |
| 2016 | 0.004 | 0.014 | 0.051 | -0.001 |
| 2015 | 0.027 | 0.003 | -0.085 | 0.041 |
| 2014 | 0.017 | 0.045 | -0.019 | 0.000 |
| 2013 | 0.065 | 0.009 | 0.081 | 0.078 |
| 2012 | 0.113 | -0.035 | 0.069 | 0.041 |
| 2011 | 0.037 | 0.018 | -0.178 | 0.070 |
| 2010 | 0.003 | -0.124 | 0.169 | 0.052 |
| 2009 | 0.188 | 0.042 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.161 |
| 3 years | 0.161 |
| 5 years | 0.119 |
| 10 years | 0.094 |