Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 2 |
| 1 month | -0.008 | 0 | 13 |
| 3 months | 0.000 | 0 | 4 |
| 1 year | 0.124 | 0 | 7 |
| 3 years | 0.055 | 0 | 31 |
| 5 years | 0.070 | 0 | 16 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.056 | — |
| 2022 | -0.054 | — |
| 2021 | 0.106 | — |
| 2020 | 0.060 | — |
| 2019 | 0.113 | — |
| 2018 | -0.023 | — |
| 2017 | 0.023 | — |
| 2016 | 0.069 | — |
| 2015 | 0.014 | — |
| 2014 | 0.083 | — |
| 2013 | 0.119 | — |
| 2012 | 0.071 | — |
| 2011 | 0.062 | — |
| 2010 | 0.118 | — |
| 2009 | 0.286 | — |
| 2008 | -0.189 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | — | — | — |
| 2024 | 0.031 | 0.005 | 0.070 | 0.002 |
| 2023 | 0.019 | -0.002 | -0.027 | 0.067 |
| 2022 | -0.010 | -0.067 | -0.018 | 0.042 |
| 2021 | 0.031 | 0.039 | 0.001 | 0.031 |
| 2020 | -0.102 | 0.094 | 0.008 | 0.071 |
| 2019 | 0.064 | 0.018 | 0.014 | 0.013 |
| 2018 | -0.016 | 0.019 | -0.007 | -0.019 |
| 2017 | 0.012 | 0.002 | -0.004 | 0.013 |
| 2016 | 0.023 | 0.026 | 0.023 | -0.005 |
| 2015 | 0.033 | -0.015 | -0.015 | 0.012 |
| 2014 | 0.029 | 0.021 | 0.005 | 0.026 |
| 2013 | 0.047 | 0.005 | 0.021 | 0.041 |
| 2012 | 0.033 | 0.000 | 0.017 | 0.020 |
| 2011 | 0.043 | 0.012 | -0.038 | 0.045 |
| 2010 | 0.040 | -0.023 | 0.070 | 0.028 |
| 2009 | -0.006 | 0.132 | 0.090 | 0.048 |
| 2008 | -0.019 | 0.037 | -0.066 | -0.145 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | 0.055 |
| 5 years | 0.070 |
| 10 years | 0.046 |