Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 2 |
| 1 month | -0.021 | 0 | 46 |
| 3 months | 0.056 | 0 | 4 |
| 1 year | 0.108 | 0 | 1 |
| 3 years | 0.205 | 0 | 1 |
| 5 years | 0.209 | 0 | 1 |
| 10 years | 0.149 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.222 | — |
| 2023 | 0.286 | — |
| 2022 | 0.023 | — |
| 2021 | 0.230 | — |
| 2020 | 0.212 | — |
| 2019 | 0.135 | — |
| 2018 | 0.029 | — |
| 2017 | 0.265 | — |
| 2016 | 0.103 | — |
| 2015 | 0.022 | — |
| 2014 | 0.343 | — |
| 2013 | 0.062 | — |
| 2012 | 0.225 | — |
| 2011 | -0.147 | — |
| 2010 | 0.164 | — |
| 2009 | 0.452 | — |
| 2008 | -0.325 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | 0.118 | — | — |
| 2024 | 0.039 | 0.077 | 0.112 | -0.018 |
| 2023 | -0.013 | 0.095 | 0.068 | 0.114 |
| 2022 | -0.002 | -0.073 | 0.072 | 0.032 |
| 2021 | 0.067 | 0.080 | 0.068 | 0.000 |
| 2020 | -0.185 | 0.135 | 0.110 | 0.181 |
| 2019 | 0.049 | 0.014 | 0.015 | 0.052 |
| 2018 | -0.029 | 0.033 | 0.005 | 0.021 |
| 2017 | 0.102 | 0.045 | 0.030 | 0.066 |
| 2016 | -0.005 | 0.070 | 0.058 | -0.021 |
| 2015 | 0.040 | -0.013 | -0.005 | 0.000 |
| 2014 | 0.055 | 0.135 | 0.052 | 0.066 |
| 2013 | -0.021 | 0.032 | -0.026 | 0.079 |
| 2012 | 0.101 | 0.007 | 0.060 | 0.042 |
| 2011 | -0.033 | -0.008 | -0.075 | -0.039 |
| 2010 | 0.018 | 0.033 | 0.094 | 0.012 |
| 2009 | -0.010 | 0.289 | 0.105 | 0.030 |
| 2008 | -0.147 | -0.112 | -0.002 | -0.107 |
| 2007 | 0.098 | 0.088 | 0.140 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.205 |
| 5 years | 0.209 |
| 10 years | 0.149 |